Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMYX (SIMT TAX-MANAGED INTERNATIONAL MANAGED VOLATILITY FUND CLASS Y) | 6.26% | 15.61% | 16.27% | 7.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMYX (SIMT TAX-MANAGED INTERNATIONAL MANAGED VOLATILITY FUND CLASS Y) | 10/18/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 15.61 | 16.27 | 7.96 | NA | NA | NA | … | … | 6.26 | 30.07 | 6.26 | 13.11 | -11.38 | 7.83 | -1.32 | 17.16 | -12.11 | 21.07 | -1.89 |
| Sharpe Ratio | NA | 1.49 | 1.24 | 0.50 | NA | NA | NA | … | … | 1.29 | 2.28 | 0.28 | 0.99 | -0.88 | 0.88 | -0.07 | 2.10 | -1.38 | 3.20 | -1.06 |
| Standard Deviation(%) | NA | 10.16 | 10.85 | 11.36 | NA | NA | NA | … | … | 12.51 | 11.96 | 9.50 | 9.64 | 14.65 | 8.90 | 23.27 | 7.48 | 9.83 | 6.41 | 8.81 |
| Draw Down(%) | NA | 8.55 | 9.47 | 25.06 | NA | NA | NA | … | … | 8.55 | 8.57 | 8.72 | 7.40 | 24.43 | 7.22 | 30.49 | 5.82 | 18.14 | 2.12 | 5.25 |
| Yield(%) | 0.00 | 3.31 | 4.45 | 3.51 | 3.33 | 2.22 | 1.66 | … | … | 0.00 | 3.96 | 5.34 | 3.94 | 2.69 | 3.54 | 1.88 | 4.80 | 2.56 | 3.23 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMYX (SIMT TAX-MANAGED INTERNATIONAL MANAGED VOLATILITY FUND CLASS Y) |
-4.26%
Sep 2019 – Sep 2022 |
-2.61%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMYX (SIMT TAX-MANAGED INTERNATIONAL MANAGED VOLATILITY FUND CLASS Y) |
19.77%
Sep 2022 – Sep 2025 |
11.06%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart