Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMZX (SIM Income Fund Class Z Shares) | NA | -4.92% | -1.88% | NA | NA | NA | NA | … | … |
Data as of 02/25/2022, Common starting date is 12/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMZX (SIM Income Fund Class Z Shares) | 12/21/2018 | 02/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | -4.92 | -1.88 | NA | NA | NA | NA | … | … | -4.29 | -3.93 | -1.36 | 1.91 | 0.10 |
| Sharpe Ratio | NA | -1.46 | -0.69 | NA | NA | NA | NA | … | … | -4.71 | -1.10 | -0.33 | 0.15 | 71.18 |
| Standard Deviation(%) | NA | 4.03 | 3.85 | NA | NA | NA | NA | … | … | 5.40 | 3.59 | 4.78 | 3.22 | 31.81 |
| Draw Down(%) | NA | 7.61 | 11.04 | NA | NA | NA | NA | … | … | 4.40 | 4.13 | 7.61 | 2.84 | 0.00 |
| Yield(%) | 0.00 | 0.95 | 0.71 | 0.43 | 0.21 | 0.14 | 0.11 | … | … | 0.00 | 0.93 | 0.00 | 1.20 | 0.00 |
Data as of 02/25/2022, Common starting date is 12/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMZX (SIM Income Fund Class Z Shares) |
-1.25%
Jan 2019 – Jan 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMZX (SIM Income Fund Class Z Shares) |
-1.25%
Jan 2019 – Jan 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart