Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLGFX (SIMT LARGE CAP INDEX FUND CLASS F) | 10.68% | 27.03% | 21.98% | 12.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLGFX (SIMT LARGE CAP INDEX FUND CLASS F) | 02/01/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 27.03 | 21.98 | 12.87 | NA | NA | NA | … | … | 10.68 | 12.77 | 24.07 | 26.28 | -19.34 | 26.17 | 20.69 | 31.08 | -10.03 |
| Sharpe Ratio | NA | 2.12 | 1.29 | 0.61 | NA | NA | NA | … | … | 1.84 | 0.51 | 1.59 | 1.70 | -0.84 | 1.95 | 0.58 | 2.39 | -0.71 |
| Standard Deviation(%) | NA | 11.97 | 15.00 | 17.19 | NA | NA | NA | … | … | 13.58 | 19.76 | 12.84 | 13.44 | 24.75 | 13.41 | 35.10 | 12.36 | 17.52 |
| Draw Down(%) | NA | 8.90 | 19.17 | 25.20 | NA | NA | NA | … | … | 8.90 | 19.17 | 8.49 | 10.40 | 25.20 | 5.27 | 34.56 | 6.71 | 19.77 |
| Yield(%) | 0.00 | 5.70 | 5.16 | 3.59 | 3.29 | 2.19 | 1.64 | … | … | 0.00 | 6.08 | 5.73 | 1.58 | 1.12 | 1.61 | 1.42 | 2.05 | 1.78 |
Data as of 06/04/2026, Common starting date is 02/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGFX (SIMT LARGE CAP INDEX FUND CLASS F) |
6.71%
Apr 2021 – Apr 2024 |
9.36%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGFX (SIMT LARGE CAP INDEX FUND CLASS F) |
25.91%
Dec 2018 – Dec 2021 |
18.14%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart