Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
SNTIX (SIT TAX-FREE INCOME FUND SIT TAX-FREE INCOME FUND) | -2.30% | 0.75% | 2.37% | 0.96% | 2.09% | 3.28% | 3.22% | 3.80% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
SNTIX (SIT TAX-FREE INCOME FUND SIT TAX-FREE INCOME FUND) | 05/30/1996 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 05/30/1996.
AR inception is since 05/30/1996.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.24 | 0.75 | 2.37 | 0.96 | 2.09 | 3.28 | 3.22 | 3.80 | -2.30 | 5.00 | 5.02 | -12.82 | 3.25 | 4.01 | 7.08 | 0.70 | 7.68 | 0.65 | 4.19 | 14.62 | -4.48 | 10.19 | 10.73 | 2.14 | 22.39 | -15.82 | 0.20 | 6.49 | 3.26 | 3.92 | 2.14 | 4.56 | 5.81 | 8.32 | -4.00 | 5.87 | 9.31 | 5.70 |
Sharpe Ratio | NA | -0.90 | -0.39 | -0.38 | 0.09 | NA | NA | 0.57 | -1.06 | -0.42 | 0.18 | -2.68 | 1.87 | 0.42 | 3.10 | -0.33 | 2.88 | 0.14 | 1.53 | 5.99 | -1.16 | 4.29 | 4.02 | 0.71 | 6.28 | -2.75 | -1.33 | 0.91 | 0.72 | 1.60 | 0.72 | 1.83 | 1.58 | 1.72 | -2.95 | 1.01 | 2.33 | 2.23 |
Standard Deviation(%) | NA | 6.17 | 5.21 | 4.34 | 4.46 | NA | NA | 3.54 | 8.78 | 3.83 | 4.32 | 5.32 | 1.72 | 8.86 | 1.83 | 1.88 | 2.46 | 3.24 | 2.72 | 2.44 | 3.88 | 2.38 | 2.66 | 2.88 | 3.55 | 6.06 | 2.11 | 3.54 | 1.52 | 1.86 | 2.01 | 1.89 | 2.24 | 2.46 | 2.45 | 2.51 | 2.48 | 2.84 |
Draw Down(%) | NA | 7.74 | 8.22 | 17.10 | 17.10 | NA | NA | 18.01 | 6.37 | 3.03 | 6.75 | 17.10 | 1.99 | 12.86 | 1.31 | 1.91 | 1.27 | 6.52 | 2.95 | 0.95 | 9.93 | 2.05 | 2.56 | 6.07 | 2.07 | 18.01 | 2.59 | 0.83 | 0.63 | 1.89 | 2.58 | 1.69 | 2.10 | 2.41 | 5.20 | 1.63 | 1.08 | 0.91 |
Yield(%) | 0.00 | 2.17 | 2.95 | 2.81 | 3.14 | 3.71 | 3.67 | 4.11 | 0.00 | 3.29 | 3.58 | 2.71 | 2.70 | 2.89 | 3.20 | 3.24 | 4.15 | 3.60 | 3.86 | 4.05 | 3.94 | 4.64 | 4.74 | 4.27 | 5.52 | 4.22 | 4.01 | 6.72 | 3.71 | 3.86 | 3.60 | 3.48 | 4.99 | 5.35 | 4.84 | 5.06 | 5.68 | 3.78 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SNTIX (SIT TAX-FREE INCOME FUND SIT TAX-FREE INCOME FUND) |
-3.58%
Oct 2020 - Oct 2023 |
-0.73%
Dec 2003 - Dec 2008 |
1.26%
Dec 1998 - Dec 2008 |
2.86%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SNTIX (SIT TAX-FREE INCOME FUND SIT TAX-FREE INCOME FUND) |
11.44%
Dec 2008 - Dec 2011 |
7.82%
Dec 2008 - Dec 2013 |
6.62%
Dec 2008 - Dec 2018 |
4.84%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart