Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPIIX (SIMT S&P 500 INDEX FUND CLASS I) | 10.80% | 27.34% | 21.76% | 9.86% | 12.57% | 12.42% | 9.64% | … | … |
Data as of 06/04/2026, Common starting date is 06/28/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPIIX (SIMT S&P 500 INDEX FUND CLASS I) | 06/28/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 27.34 | 21.76 | 9.86 | 12.57 | 12.42 | 9.64 | … | … | 10.80 | 16.97 | 24.11 | 25.48 | -25.40 | 20.19 | 12.23 | 30.73 | -5.01 | 21.06 | 11.20 | 0.83 | 12.96 | 31.52 | 15.33 | 1.55 | 14.57 | 25.90 | -37.63 | 4.99 | 13.87 | 0.36 | 10.06 | 27.50 | -10.57 |
| Sharpe Ratio | NA | 2.18 | 1.29 | 0.42 | 0.59 | NA | NA | … | … | 1.91 | 0.76 | 1.62 | 1.68 | -1.01 | 1.46 | 0.34 | 2.34 | -0.37 | 3.08 | 0.84 | 0.05 | 1.14 | 2.84 | 1.22 | 0.06 | 0.80 | 0.94 | -0.94 | 0.12 | 1.04 | -0.17 | 0.82 | 1.57 | -0.66 |
| Standard Deviation(%) | NA | 11.88 | 14.80 | 17.69 | 18.59 | NA | NA | … | … | 13.50 | 18.63 | 12.68 | 13.10 | 26.53 | 13.84 | 35.20 | 12.49 | 17.11 | 6.66 | 13.12 | 15.51 | 11.39 | 11.09 | 12.67 | 23.56 | 18.11 | 27.37 | 41.13 | 15.82 | 10.07 | 11.04 | 11.12 | 17.02 | 31.63 |
| Draw Down(%) | NA | 9.02 | 18.82 | 30.13 | 33.85 | NA | NA | … | … | 9.02 | 18.82 | 8.48 | 10.08 | 26.97 | 8.90 | 33.85 | 6.67 | 19.51 | 2.65 | 10.33 | 12.09 | 7.34 | 5.65 | 9.73 | 18.89 | 15.72 | 27.35 | 48.18 | 9.97 | 7.52 | 7.12 | 7.69 | 13.89 | 21.25 |
| Yield(%) | 0.00 | 8.76 | 9.89 | 5.49 | 6.67 | 8.27 | 6.53 | … | … | 0.00 | 9.10 | 13.61 | 4.96 | 0.79 | 0.82 | 1.14 | 5.06 | 3.54 | 2.44 | 4.70 | 1.52 | 11.01 | 4.37 | 1.62 | 1.40 | 1.44 | 2.03 | 2.03 | 6.64 | 1.93 | 0.87 | 1.41 | 0.91 | 0.91 |
Data as of 06/04/2026, Common starting date is 06/28/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPIIX (SIMT S&P 500 INDEX FUND CLASS I) |
-16.01%
Feb 2006 – Feb 2009 |
-8.18%
Feb 2004 – Feb 2009 |
5.14%
Jul 2002 – Jul 2012 |
6.58%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPIIX (SIMT S&P 500 INDEX FUND CLASS I) |
24.98%
Feb 2009 – Feb 2012 |
22.36%
Feb 2009 – Feb 2014 |
16.00%
Feb 2009 – Feb 2019 |
13.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart