Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNTYX (Sit Tax-Free Income Fund Class Y) | 2.25% | 8.79% | 5.10% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNTYX (Sit Tax-Free Income Fund Class Y) | 06/07/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 8.79 | 5.10 | NA | NA | NA | NA | … | … | 2.25 | 4.29 | 5.59 | 5.26 | -12.79 | 1.23 |
| Sharpe Ratio | NA | 1.55 | 0.46 | NA | NA | NA | NA | … | … | 0.56 | 0.24 | 0.50 | 0.37 | -2.69 | 1.29 |
| Standard Deviation(%) | NA | 3.66 | 4.84 | NA | NA | NA | NA | … | … | 3.96 | 5.99 | 3.94 | 4.35 | 5.31 | 1.64 |
| Draw Down(%) | NA | 3.04 | 6.69 | NA | NA | NA | NA | … | … | 3.04 | 6.11 | 3.03 | 6.69 | 17.13 | 1.50 |
| Yield(%) | 0.00 | 3.42 | 3.70 | 3.07 | 1.53 | 1.02 | 0.77 | … | … | 1.31 | 3.56 | 3.86 | 3.81 | 2.91 | 1.71 |
Data as of 06/04/2026, Common starting date is 06/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNTYX (Sit Tax-Free Income Fund Class Y) |
-1.36%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNTYX (Sit Tax-Free Income Fund Class Y) |
6.37%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart