Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLCAX (SIIT LARGE CAP FUND SIIT LARGE CAP FUND – CLASS A) | 10.96% | 27.12% | 21.13% | 11.89% | 13.35% | 11.26% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLCAX (SIIT LARGE CAP FUND SIIT LARGE CAP FUND – CLASS A) | 09/05/2007 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 27.12 | 21.13 | 11.89 | 13.35 | 11.26 | NA | … | … | 10.96 | -12.86 | 20.89 | 19.49 | -14.20 | 26.47 | 11.73 | 28.06 | -6.91 | 20.98 | 7.06 | 0.98 | 10.83 | 20.96 | 11.88 | -4.92 | 12.43 | 27.41 | -39.13 | 0.20 |
| Sharpe Ratio | NA | 2.22 | 1.31 | 0.59 | 0.66 | NA | NA | … | … | 1.89 | -0.46 | 1.45 | 1.24 | -0.69 | 2.05 | 0.32 | 2.18 | -0.51 | 2.85 | 0.48 | 0.06 | 0.87 | 1.32 | 0.87 | -0.20 | 0.68 | 0.99 | -0.96 | -0.10 |
| Standard Deviation(%) | NA | 11.26 | 13.82 | 15.94 | 17.82 | NA | NA | … | … | 12.96 | 34.95 | 11.88 | 12.93 | 22.79 | 12.89 | 35.58 | 12.21 | 16.46 | 7.17 | 14.23 | 15.39 | 12.41 | 15.85 | 13.74 | 24.55 | 18.28 | 27.59 | 41.63 | 18.58 |
| Draw Down(%) | NA | 8.08 | 17.38 | 22.80 | 35.87 | NA | NA | … | … | 8.08 | 27.69 | 7.28 | 10.24 | 22.80 | 5.26 | 35.87 | 6.24 | 19.98 | 3.40 | 12.94 | 11.62 | 8.75 | 10.75 | 11.23 | 20.52 | 16.17 | 26.63 | 50.41 | 9.55 |
| Yield(%) | 0.00 | 30.80 | 19.22 | 13.83 | 13.40 | 11.86 | 8.00 | … | … | 0.00 | 32.01 | 13.38 | 8.75 | 10.11 | 22.15 | 7.13 | 12.86 | 22.41 | 22.63 | 5.51 | 15.25 | 10.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLCAX (SIIT LARGE CAP FUND SIIT LARGE CAP FUND – CLASS A) |
-7.92%
Oct 2007 – Oct 2010 |
-2.30%
Oct 2007 – Oct 2012 |
3.95%
Oct 2007 – Oct 2017 |
5.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLCAX (SIIT LARGE CAP FUND SIIT LARGE CAP FUND – CLASS A) |
22.35%
Sep 2022 – Sep 2025 |
17.61%
Feb 2009 – Feb 2014 |
13.41%
Feb 2016 – Feb 2026 |
12.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart