Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIPIX (SIMT MID CAP FUND SIMT MID CAP FUND – CLASS I) | 12.68% | 22.35% | 16.97% | 8.13% | 10.37% | 10.48% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIPIX (SIMT MID CAP FUND SIMT MID CAP FUND – CLASS I) | 10/18/2007 | 06/03/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 22.35 | 16.97 | 8.13 | 10.37 | 10.48 | NA | … | … | 12.68 | -8.49 | 15.56 | 14.53 | -14.69 | 27.92 | 5.51 | 24.28 | -12.18 | 20.08 | 15.34 | -1.56 | 10.89 | 37.00 | 16.84 | -5.26 | 22.82 | 32.27 | -41.95 | -16.85 |
| Sharpe Ratio | NA | 1.51 | 0.92 | 0.31 | 0.43 | NA | NA | … | … | 1.99 | -0.42 | 0.91 | 0.74 | -0.67 | 1.78 | 0.13 | 1.68 | -0.56 | 2.30 | 0.98 | -0.11 | 0.85 | 2.98 | 1.13 | -0.18 | 1.08 | 1.07 | -0.99 | -2.22 |
| Standard Deviation(%) | NA | 13.19 | 15.37 | 17.49 | 20.52 | NA | NA | … | … | 14.61 | 27.50 | 13.10 | 14.93 | 24.08 | 15.71 | 39.99 | 13.60 | 24.38 | 8.50 | 15.47 | 14.92 | 12.81 | 12.42 | 14.93 | 28.61 | 21.13 | 30.17 | 43.43 | 28.27 |
| Draw Down(%) | NA | 8.15 | 21.03 | 22.53 | 42.22 | NA | NA | … | … | 8.15 | 19.57 | 7.81 | 12.82 | 21.55 | 7.71 | 42.22 | 8.52 | 22.95 | 3.75 | 12.91 | 11.80 | 9.25 | 6.33 | 12.26 | 27.35 | 17.64 | 29.04 | 56.74 | 17.86 |
| Yield(%) | 0.00 | 19.47 | 11.33 | 8.76 | 8.91 | 9.98 | 6.20 | … | … | 0.00 | 19.79 | 9.09 | 0.41 | 0.46 | 21.41 | 0.98 | 2.36 | 10.58 | 8.55 | 1.66 | 15.45 | 10.31 | 3.89 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIPIX (SIMT MID CAP FUND SIMT MID CAP FUND – CLASS I) |
-8.31%
Nov 2007 – Nov 2010 |
-2.08%
Nov 2007 – Nov 2012 |
6.45%
Nov 2007 – Nov 2017 |
6.33%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIPIX (SIMT MID CAP FUND SIMT MID CAP FUND – CLASS I) |
27.61%
Feb 2009 – Feb 2012 |
25.28%
Feb 2009 – Feb 2014 |
16.34%
Feb 2009 – Feb 2019 |
13.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart