Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLRYX (SIMT LARGE CAP GROWTH FUND CLASS Y) | 12.50% | 29.33% | 26.60% | 15.26% | 17.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLRYX (SIMT LARGE CAP GROWTH FUND CLASS Y) | 11/04/2015 | 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 (%) | 0.58 | 29.33 | 26.60 | 15.26 | 17.75 | NA | NA | … | … | 12.50 | -2.18 | 32.55 | 39.55 | -28.83 | 26.03 | 34.38 | 33.55 | -0.69 | 28.67 | -0.35 | -1.99 |
| Sharpe Ratio | NA | 1.98 | 1.36 | 0.63 | 0.75 | NA | NA | … | … | 1.82 | -0.16 | 1.82 | 2.39 | -1.04 | 1.55 | 0.94 | 2.26 | -0.07 | 3.62 | -0.04 | -0.76 |
| Standard Deviation(%) | NA | 14.48 | 17.72 | 20.28 | 21.53 | NA | NA | … | … | 16.72 | 31.23 | 15.91 | 15.19 | 29.24 | 16.80 | 36.17 | 14.20 | 27.82 | 7.77 | 14.41 | 16.10 |
| Draw Down(%) | NA | 11.28 | 22.43 | 32.52 | 32.52 | NA | NA | … | … | 11.28 | 22.43 | 10.99 | 9.33 | 32.03 | 7.92 | 32.07 | 7.74 | 22.65 | 2.44 | 13.23 | 4.29 |
| Yield(%) | 0.00 | 21.57 | 21.41 | 14.35 | 17.37 | 10.41 | 7.81 | … | … | 0.00 | 22.13 | 24.60 | 20.19 | 5.44 | 14.96 | 11.56 | 7.75 | 12.98 | 10.31 | 0.38 | 15.56 |
Data as of 06/04/2026, Common starting date is 11/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLRYX (SIMT LARGE CAP GROWTH FUND CLASS Y) |
6.42%
Dec 2019 – Dec 2022 |
9.55%
Jan 2018 – Jan 2023 |
15.95%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLRYX (SIMT LARGE CAP GROWTH FUND CLASS Y) |
31.27%
Dec 2018 – Dec 2021 |
23.65%
Dec 2016 – Dec 2021 |
17.82%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart