Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMIPX (MID CAPITALIZATION PORTFOLIO MID CAPITALIZATION PORTFOLIO – CLASS I) | 20.37% | 35.21% | 21.53% | 7.45% | 8.16% | 8.84% | 7.96% | … | … |
Data as of 06/04/2026, Common starting date is 01/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMIPX (MID CAPITALIZATION PORTFOLIO MID CAPITALIZATION PORTFOLIO – CLASS I) | 01/10/2003 | 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.22 | 35.21 | 21.53 | 7.45 | 8.16 | 8.84 | 7.96 | … | … | 20.37 | -9.99 | 2.79 | 14.72 | -13.16 | 5.34 | 1.44 | 30.39 | -16.64 | 13.23 | 5.34 | -3.63 | 13.68 | 41.70 | 15.35 | -3.89 | 19.69 | 31.35 | -32.84 | 8.15 | 9.68 | 4.46 | 18.29 | 31.88 |
| Sharpe Ratio | NA | 1.48 | 0.94 | 0.22 | 0.30 | NA | NA | … | … | 1.85 | -0.42 | -0.17 | 0.78 | -0.67 | 0.25 | 0.03 | 2.44 | -1.09 | 1.34 | 0.31 | -0.23 | 0.52 | 3.02 | 1.03 | -0.14 | 0.89 | 1.07 | -0.84 | 0.30 | 0.51 | 0.17 | 1.20 | 1.91 |
| Standard Deviation(%) | NA | 19.18 | 18.40 | 19.42 | 21.07 | NA | NA | … | … | 22.95 | 30.88 | 22.36 | 13.60 | 21.82 | 21.44 | 42.30 | 11.88 | 16.46 | 9.47 | 16.54 | 16.11 | 26.43 | 13.79 | 15.02 | 28.42 | 22.00 | 29.16 | 40.05 | 17.26 | 12.55 | 13.37 | 14.42 | 16.88 |
| Draw Down(%) | NA | 12.45 | 23.30 | 30.97 | 42.77 | NA | NA | … | … | 12.45 | 21.71 | 20.40 | 11.17 | 20.37 | 18.17 | 42.77 | 4.75 | 25.49 | 4.67 | 16.72 | 15.12 | 13.30 | 5.87 | 12.33 | 27.91 | 19.69 | 24.51 | 49.65 | 13.12 | 12.57 | 10.55 | 11.95 | 13.99 |
| Yield(%) | 0.00 | 22.92 | 15.24 | 7.48 | 6.92 | 8.06 | 7.20 | … | … | 0.00 | 22.43 | 16.21 | 1.25 | 1.57 | 0.32 | 0.34 | 0.50 | 9.35 | 8.14 | 7.29 | 4.27 | 15.01 | 13.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.17 | 22.67 | 15.35 | 12.01 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIPX (MID CAPITALIZATION PORTFOLIO MID CAPITALIZATION PORTFOLIO – CLASS I) |
-12.72%
Feb 2006 – Feb 2009 |
-3.90%
Feb 2004 – Feb 2009 |
3.26%
Oct 2013 – Oct 2023 |
4.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIPX (MID CAPITALIZATION PORTFOLIO MID CAPITALIZATION PORTFOLIO – CLASS I) |
24.88%
Feb 2009 – Feb 2012 |
24.42%
Feb 2009 – Feb 2014 |
13.60%
Feb 2009 – Feb 2019 |
10.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart