Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMGX (SIM Global Managed Accumulation Fund Z Shares) | NA | -34.97% | -12.85% | -7.92% | -6.41% | NA | NA | … | … |
Data as of 02/25/2022, Common starting date is 08/29/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMGX (SIM Global Managed Accumulation Fund Z Shares) | 08/29/2007 | 02/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.50 | -34.97 | -12.85 | -7.92 | -6.41 | NA | NA | … | … | -11.03 | -57.45 | -2.06 | -10.71 | -17.37 | 20.66 | 11.89 | 3.15 | 23.15 | 29.41 | -45.85 | 9.00 |
| Sharpe Ratio | NA | -0.83 | -0.43 | -0.28 | -0.21 | NA | NA | … | … | -3.39 | -0.17 | -0.35 | -0.61 | -0.65 | 1.42 | 0.82 | 0.12 | 1.30 | 1.16 | -1.05 | 1.24 |
| Standard Deviation(%) | NA | 44.63 | 66.53 | 66.53 | 33.66 | NA | NA | … | … | 15.97 | 88.62 | 24.16 | 17.46 | 26.62 | 14.53 | 14.59 | 25.90 | 17.78 | 25.30 | 44.24 | 21.43 |
| Draw Down(%) | NA | 42.71 | 62.97 | 62.97 | 67.10 | NA | NA | … | … | 11.51 | 57.90 | 11.77 | 18.83 | 25.77 | 8.18 | 11.36 | 21.93 | 12.67 | 20.44 | 56.78 | 10.18 |
| Yield(%) | 0.00 | 3.28 | 1.11 | 0.67 | 4.83 | 3.44 | 2.58 | … | … | 0.00 | 3.34 | 0.00 | 8.95 | 21.28 | 11.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/25/2022, Common starting date is 08/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMGX (SIM Global Managed Accumulation Fund Z Shares) |
-26.38%
Jan 2019 – Jan 2022 |
-11.51%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMGX (SIM Global Managed Accumulation Fund Z Shares) |
26.46%
Feb 2009 – Feb 2012 |
22.83%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart