Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMXAX (SIIT EXTENDED MARKET INDEX FUND SIIT EXTENDED MARKET INDEX FUND – CLASS A) | 14.09% | 29.67% | 20.30% | 2.93% | 9.94% | 8.46% | 6.28% | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMXAX (SIIT EXTENDED MARKET INDEX FUND SIIT EXTENDED MARKET INDEX FUND – CLASS A) | 06/18/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 29.67 | 20.30 | 2.93 | 9.94 | 8.46 | 6.28 | … | … | 14.09 | 12.61 | 16.45 | 25.04 | -27.55 | -5.01 | 30.44 | 27.95 | -9.02 | 18.25 | 16.78 | -3.49 | 7.31 | 18.34 |
| Sharpe Ratio | NA | 1.62 | 0.89 | 0.01 | 0.36 | NA | NA | … | … | 1.70 | 0.43 | 0.71 | 1.14 | -0.95 | -0.19 | 0.74 | 1.81 | -0.60 | 1.78 | 0.99 | -0.23 | 0.52 | 0.02 |
| Standard Deviation(%) | NA | 16.89 | 19.82 | 23.73 | 23.25 | NA | NA | … | … | 18.46 | 22.97 | 18.15 | 18.87 | 30.63 | 26.83 | 40.76 | 14.60 | 17.32 | 9.94 | 16.75 | 15.46 | 14.14 | 14.42 |
| Draw Down(%) | NA | 10.01 | 26.72 | 45.21 | 45.21 | NA | NA | … | … | 10.01 | 24.44 | 9.51 | 15.78 | 30.01 | 25.59 | 41.48 | 7.81 | 24.41 | 4.79 | 15.75 | 14.71 | 11.37 | 6.18 |
| Yield(%) | 0.00 | 11.10 | 10.06 | 4.26 | 6.24 | 5.70 | 4.27 | … | … | 0.00 | 11.09 | 13.29 | 2.53 | 0.95 | 1.02 | 1.15 | 4.89 | 5.52 | 5.79 | 3.96 | 4.50 | 3.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMXAX (SIIT EXTENDED MARKET INDEX FUND SIIT EXTENDED MARKET INDEX FUND – CLASS A) |
-8.29%
Apr 2021 – Apr 2024 |
0.55%
Sep 2018 – Sep 2023 |
4.76%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMXAX (SIIT EXTENDED MARKET INDEX FUND SIIT EXTENDED MARKET INDEX FUND – CLASS A) |
21.40%
Oct 2018 – Oct 2021 |
19.66%
Feb 2016 – Feb 2021 |
10.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart