Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNTIX (SIT TAX-FREE INCOME FUND SIT TAX-FREE INCOME FUND) | 2.16% | 8.78% | 4.97% | 0.80% | 2.22% | 3.74% | 3.55% | … | … |
Data as of 06/04/2026, Common starting date is 05/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNTIX (SIT TAX-FREE INCOME FUND SIT TAX-FREE INCOME FUND) | 05/30/1996 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 8.78 | 4.97 | 0.80 | 2.22 | 3.74 | 3.55 | … | … | 2.16 | 4.41 | 5.34 | 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 | 1.59 | 0.43 | -0.39 | 0.13 | NA | NA | … | … | 0.51 | 0.26 | 0.44 | 0.32 | -2.69 | 1.87 | 0.42 | 3.07 | -0.37 | 2.87 | 0.13 | 1.53 | 5.99 | -1.16 | 4.29 | 4.02 | 0.71 | 6.28 | -2.76 | -1.41 | 0.87 | 0.66 | 1.58 | 0.71 | 1.81 | 1.52 | 1.67 | -3.01 | 0.96 | 2.26 | 2.18 |
| Standard Deviation(%) | NA | 3.63 | 4.80 | 4.60 | 4.56 | NA | NA | … | … | 3.89 | 5.98 | 3.86 | 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 | 3.04 | 6.75 | 17.10 | 17.10 | NA | NA | … | … | 3.04 | 6.12 | 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 | 3.53 | 3.58 | 2.92 | 3.12 | 3.81 | 3.75 | … | … | 1.23 | 3.68 | 3.61 | 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 |
Data as of 06/04/2026, Common starting date is 05/30/1996
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