Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPGIX (SIMT LARGE CAP GROWTH FUND SIMT LARGE CAP GROWTH FUND – CLASS I) | 12.28% | 28.71% | 26.00% | 11.69% | 14.57% | 13.30% | 10.69% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPGIX (SIMT LARGE CAP GROWTH FUND SIMT LARGE CAP GROWTH FUND – CLASS I) | 12/29/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 28.71 | 26.00 | 11.69 | 14.57 | 13.30 | 10.69 | … | … | 12.28 | 17.53 | 31.93 | 38.88 | -29.17 | 9.82 | 21.84 | 32.91 | -1.16 | 28.09 | -0.84 | 3.99 | 10.34 | 32.04 | 15.86 | 0.41 | 15.05 | 37.41 | -41.05 | 11.94 | 6.69 | 6.58 | -0.22 |
| Sharpe Ratio | NA | 1.94 | 1.32 | 0.44 | 0.59 | NA | NA | … | … | 1.79 | 0.68 | 1.78 | 2.34 | -1.05 | 0.49 | 0.58 | 2.22 | -0.09 | 3.65 | -0.07 | 0.25 | 0.82 | 2.78 | 1.15 | 0.02 | 0.88 | 1.52 | -1.05 | 0.58 | 0.29 | 0.40 | -10.44 |
| Standard Deviation(%) | NA | 14.48 | 17.72 | 20.86 | 22.03 | NA | NA | … | … | 16.72 | 21.63 | 15.91 | 15.20 | 29.23 | 20.06 | 37.37 | 14.18 | 28.18 | 7.56 | 14.37 | 15.87 | 12.61 | 11.49 | 13.89 | 24.24 | 17.08 | 24.49 | 39.99 | 15.17 | 11.38 | 10.72 | 2.44 |
| Draw Down(%) | NA | 11.40 | 22.48 | 41.16 | 41.16 | NA | NA | … | … | 11.34 | 22.48 | 11.03 | 9.47 | 32.28 | 17.48 | 32.10 | 7.78 | 22.94 | 2.46 | 13.30 | 13.20 | 8.03 | 5.99 | 11.07 | 19.53 | 14.59 | 20.63 | 50.97 | 8.48 | 10.50 | 8.48 | 0.22 |
| Yield(%) | 0.00 | 22.78 | 22.15 | 11.82 | 13.41 | 13.97 | 12.17 | … | … | 0.00 | 23.32 | 25.70 | 21.10 | 5.53 | 0.00 | 0.10 | 7.44 | 12.84 | 10.05 | 0.00 | 16.84 | 8.28 | 2.85 | 0.14 | 0.14 | 0.73 | 0.50 | 0.09 | 0.08 | 0.01 | 0.00 | 0.38 |
Data as of 06/04/2026, Common starting date is 12/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGIX (SIMT LARGE CAP GROWTH FUND SIMT LARGE CAP GROWTH FUND – CLASS I) |
-14.98%
Feb 2006 – Feb 2009 |
-1.19%
Aug 2005 – Aug 2010 |
5.91%
Feb 2006 – Feb 2016 |
6.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGIX (SIMT LARGE CAP GROWTH FUND SIMT LARGE CAP GROWTH FUND – CLASS I) |
29.94%
Sep 2022 – Sep 2025 |
22.71%
Feb 2009 – Feb 2014 |
16.31%
Aug 2010 – Aug 2020 |
14.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart