Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMYFX (SIMT SMALL CAP FUND CLASS Y) | 16.33% | 32.54% | 17.45% | 7.50% | 10.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMYFX (SIMT SMALL CAP FUND CLASS Y) | 01/02/2015 | 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 (%) | 0.54 | 32.54 | 17.45 | 7.50 | 10.37 | NA | NA | … | … | 16.33 | 2.35 | 13.22 | 13.74 | -15.32 | 25.58 | 16.11 | 23.74 | -12.96 | 9.86 | 14.32 | -4.29 |
| Sharpe Ratio | NA | 1.65 | 0.73 | 0.23 | 0.38 | NA | NA | … | … | 2.03 | -0.02 | 0.50 | 0.56 | -0.66 | 1.24 | 0.38 | 1.50 | -0.51 | 0.80 | 0.79 | -0.27 |
| Standard Deviation(%) | NA | 17.54 | 19.74 | 20.85 | 23.32 | NA | NA | … | … | 18.59 | 24.39 | 19.08 | 18.23 | 25.33 | 20.69 | 41.87 | 14.86 | 28.16 | 11.50 | 17.87 | 16.35 |
| Draw Down(%) | NA | 9.52 | 25.47 | 25.65 | 43.84 | NA | NA | … | … | 9.52 | 22.17 | 9.66 | 15.30 | 24.11 | 9.63 | 41.88 | 8.36 | 28.43 | 6.42 | 16.68 | 15.68 |
| Yield(%) | 0.00 | 10.97 | 10.23 | 8.26 | 8.51 | 5.67 | 4.26 | … | … | 0.00 | 10.77 | 14.14 | 4.31 | 0.90 | 23.25 | 0.44 | 0.46 | 12.03 | 7.30 | 0.44 | 9.80 |
Data as of 06/04/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMYFX (SIMT SMALL CAP FUND CLASS Y) |
-6.83%
Mar 2017 – Mar 2020 |
-3.24%
Mar 2015 – Mar 2020 |
6.17%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMYFX (SIMT SMALL CAP FUND CLASS Y) |
21.98%
Mar 2020 – Mar 2023 |
16.61%
Mar 2020 – Mar 2025 |
10.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart