Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMVIX (SIMT SMALL CAP VALUE FUND SIMT SMALL CAP VALUE FUND – CLASS I) | 12.97% | 34.05% | 17.47% | 4.36% | 7.17% | 7.46% | 6.21% | … | … |
Data as of 06/03/2026, Common starting date is 03/28/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMVIX (SIMT SMALL CAP VALUE FUND SIMT SMALL CAP VALUE FUND – CLASS I) | 03/28/2002 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 34.05 | 17.47 | 4.36 | 7.17 | 7.46 | 6.21 | … | … | 12.97 | 13.00 | 7.86 | 15.27 | -16.29 | 19.74 | 0.79 | 21.73 | -17.25 | 7.34 | 20.26 | -4.70 | 2.34 | 35.27 | 15.13 | -5.55 | 23.85 | 30.60 | -34.37 | -6.60 | 19.82 | -4.57 | 5.57 | 35.05 | -20.97 |
| Sharpe Ratio | NA | 1.82 | 0.72 | 0.09 | 0.23 | NA | NA | … | … | 1.76 | 0.45 | 0.22 | 0.59 | -0.69 | 0.90 | 0.01 | 1.28 | -0.81 | 0.59 | 1.17 | -0.31 | 0.17 | 2.67 | 0.96 | -0.18 | 1.04 | 0.83 | -0.77 | -0.53 | 1.15 | -0.38 | 0.23 | 2.12 | -1.16 |
| Standard Deviation(%) | NA | 17.52 | 19.99 | 21.47 | 24.38 | NA | NA | … | … | 17.31 | 22.51 | 18.96 | 19.98 | 25.62 | 21.80 | 48.67 | 15.81 | 23.21 | 11.43 | 17.11 | 15.18 | 13.75 | 13.18 | 15.77 | 31.84 | 22.76 | 36.84 | 45.72 | 18.63 | 14.32 | 18.14 | 19.97 | 16.21 | 23.90 |
| Draw Down(%) | NA | 10.02 | 26.34 | 29.79 | 50.92 | NA | NA | … | … | 10.02 | 22.39 | 9.87 | 18.39 | 23.55 | 14.52 | 48.67 | 11.89 | 26.29 | 6.17 | 13.65 | 13.15 | 12.73 | 5.55 | 12.52 | 28.49 | 19.14 | 33.98 | 51.51 | 17.72 | 10.85 | 12.85 | 15.34 | 12.84 | 33.18 |
| Yield(%) | 0.00 | 9.56 | 11.46 | 5.40 | 5.77 | 6.26 | 5.31 | … | … | 0.00 | 9.38 | 19.05 | 3.23 | 0.59 | 0.50 | 0.59 | 1.28 | 9.05 | 8.91 | 0.44 | 6.05 | 8.35 | 1.54 | 0.95 | 0.36 | 0.59 | 1.29 | 0.77 | 13.26 | 11.21 | 0.11 | 0.07 | 0.23 | 0.27 |
Data as of 06/03/2026, Common starting date is 03/28/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVIX (SIMT SMALL CAP VALUE FUND SIMT SMALL CAP VALUE FUND – CLASS I) |
-18.74%
Feb 2006 – Feb 2009 |
-11.34%
Feb 2004 – Feb 2009 |
2.29%
May 2002 – May 2012 |
1.82%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVIX (SIMT SMALL CAP VALUE FUND SIMT SMALL CAP VALUE FUND – CLASS I) |
29.01%
Feb 2009 – Feb 2012 |
24.88%
Feb 2009 – Feb 2014 |
13.98%
Feb 2009 – Feb 2019 |
10.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart