Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLIYX (SIMT MULTI-ASSET INCOME FUND CLASS Y) | 3.12% | 8.71% | 9.44% | 3.82% | 5.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLIYX (SIMT MULTI-ASSET INCOME FUND CLASS Y) | 01/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 8.71 | 9.44 | 3.82 | 5.11 | NA | NA | … | … | 3.12 | 10.20 | 7.36 | 11.33 | -13.08 | 4.05 | 5.42 | 14.45 | -2.04 | 6.89 | 9.67 | 0.83 |
| Sharpe Ratio | NA | 2.27 | 1.66 | 0.29 | 0.68 | NA | NA | … | … | 1.36 | 2.14 | 1.03 | 1.47 | -2.24 | 1.60 | 0.45 | 4.74 | -1.19 | 5.33 | 4.25 | 0.32 |
| Standard Deviation(%) | NA | 2.65 | 3.93 | 4.55 | 5.10 | NA | NA | … | … | 3.19 | 3.43 | 3.64 | 5.26 | 6.50 | 2.52 | 11.51 | 2.74 | 2.90 | 1.17 | 2.22 | 2.53 |
| Draw Down(%) | NA | 2.33 | 4.21 | 17.75 | 22.09 | NA | NA | … | … | 2.33 | 3.39 | 2.45 | 4.21 | 17.46 | 2.17 | 22.09 | 1.17 | 3.87 | 0.47 | 2.33 | 2.82 |
| Yield(%) | 0.46 | 5.75 | 6.35 | 5.03 | 4.89 | 3.66 | 2.75 | … | … | 2.22 | 5.71 | 6.26 | 6.83 | 5.05 | 3.60 | 3.20 | 4.96 | 3.19 | 4.52 | 4.59 | 6.06 |
Data as of 06/04/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLIYX (SIMT MULTI-ASSET INCOME FUND CLASS Y) |
-2.15%
Sep 2019 – Sep 2022 |
0.64%
Sep 2017 – Sep 2022 |
4.25%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLIYX (SIMT MULTI-ASSET INCOME FUND CLASS Y) |
10.53%
Sep 2022 – Sep 2025 |
6.89%
Jan 2016 – Jan 2021 |
5.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart