Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIOAX (SIMT MULTI-ASSET INCOME FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 2.22% | 7.70% | 9.02% | 3.54% | 4.87% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIOAX (SIMT MULTI-ASSET INCOME FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 04/10/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 7.70 | 9.02 | 3.54 | 4.87 | NA | NA | … | … | 2.22 | 10.07 | 7.27 | 11.10 | -13.09 | 3.94 | 5.34 | 14.34 | -2.11 | 6.53 | 9.27 | 0.75 | 5.28 | 6.22 | 9.75 |
| Sharpe Ratio | NA | 2.04 | 1.58 | 0.24 | 0.64 | NA | NA | … | … | 0.95 | 2.11 | 0.98 | 1.45 | -2.26 | 1.54 | 0.44 | 4.69 | -1.20 | 4.98 | 4.09 | 0.29 | 3.06 | 3.16 | 4.31 |
| Standard Deviation(%) | NA | 2.63 | 3.93 | 4.52 | 5.09 | NA | NA | … | … | 3.18 | 3.42 | 3.70 | 5.19 | 6.45 | 2.54 | 11.50 | 2.74 | 2.93 | 1.18 | 2.21 | 2.46 | 1.72 | 1.95 | 3.18 |
| Draw Down(%) | NA | 2.34 | 4.24 | 17.85 | 22.10 | NA | NA | … | … | 2.34 | 3.40 | 2.45 | 4.24 | 17.52 | 2.18 | 22.10 | 1.18 | 3.89 | 0.47 | 2.34 | 2.85 | 0.97 | 3.41 | 1.79 |
| Yield(%) | 0.00 | 5.16 | 6.07 | 4.86 | 4.69 | 4.77 | 3.58 | … | … | 1.72 | 5.59 | 6.17 | 6.73 | 4.99 | 3.45 | 3.11 | 4.85 | 3.12 | 4.17 | 4.20 | 5.99 | 4.46 | 6.48 | 3.81 |
Data as of 06/04/2026, Common starting date is 04/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIOAX (SIMT MULTI-ASSET INCOME FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-2.24%
Sep 2019 – Sep 2022 |
0.55%
Sep 2017 – Sep 2022 |
3.01%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIOAX (SIMT MULTI-ASSET INCOME FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
10.41%
Sep 2022 – Sep 2025 |
7.17%
May 2012 – May 2017 |
5.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart