Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLPAX (SIIT SMALL CAP FUND SIIT SMALL CAP FUND – CLASS A) | 12.91% | 28.93% | 17.53% | 7.03% | 10.05% | 9.34% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLPAX (SIIT SMALL CAP FUND SIIT SMALL CAP FUND – CLASS A) | 09/05/2007 | 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 (%) | -0.73 | 28.93 | 17.53 | 7.03 | 10.05 | 9.34 | NA | … | … | 12.91 | -11.31 | 16.62 | 11.76 | -17.21 | 24.76 | 13.12 | 23.74 | -11.25 | 9.33 | 17.92 | -3.76 | 3.49 | 40.15 | 12.30 | -6.09 | 22.74 | 35.83 | -41.84 | -15.84 |
| Sharpe Ratio | NA | 1.60 | 0.79 | 0.23 | 0.40 | NA | NA | … | … | 1.75 | -0.48 | 0.70 | 0.47 | -0.78 | 1.24 | 0.31 | 1.57 | -0.72 | 0.76 | 1.03 | -0.24 | 0.22 | 2.90 | 0.73 | -0.19 | 0.98 | 1.04 | -0.97 | -1.48 |
| Standard Deviation(%) | NA | 17.17 | 18.72 | 19.73 | 21.56 | NA | NA | … | … | 18.10 | 30.26 | 18.56 | 17.25 | 24.02 | 20.00 | 41.37 | 14.15 | 17.53 | 11.43 | 17.17 | 16.07 | 15.90 | 13.85 | 16.85 | 32.12 | 23.16 | 34.35 | 43.93 | 29.67 |
| Draw Down(%) | NA | 9.48 | 24.04 | 27.68 | 43.22 | NA | NA | … | … | 9.48 | 22.17 | 9.03 | 14.75 | 24.88 | 9.94 | 42.24 | 7.45 | 27.07 | 5.84 | 15.82 | 14.66 | 12.60 | 5.01 | 14.05 | 30.04 | 19.46 | 30.98 | 55.05 | 23.33 |
| Yield(%) | 0.00 | 24.20 | 11.61 | 10.22 | 10.58 | 10.22 | 6.46 | … | … | 0.00 | 23.44 | 4.31 | 1.19 | 6.27 | 30.04 | 5.27 | 7.41 | 19.40 | 10.14 | 4.12 | 11.12 | 3.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| SLPAX (SIIT SMALL CAP FUND SIIT SMALL CAP FUND – CLASS A) |
-10.85%
Oct 2007 – Oct 2010 |
-4.48%
Oct 2007 – Oct 2012 |
3.81%
Oct 2007 – Oct 2017 |
4.52%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLPAX (SIIT SMALL CAP FUND SIIT SMALL CAP FUND – CLASS A) |
29.05%
Feb 2009 – Feb 2012 |
25.39%
Feb 2009 – Feb 2014 |
14.90%
Feb 2009 – Feb 2019 |
12.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart