Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPINX (SIIT S&P 500 INDEX FUND SIIT S&P 500 INDEX FUND – CLASS A) | 10.97% | 28.21% | 22.23% | 13.70% | 15.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPINX (SIIT S&P 500 INDEX FUND SIIT S&P 500 INDEX FUND – CLASS A) | 12/20/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 28.21 | 22.23 | 13.70 | 15.39 | NA | NA | … | … | 10.97 | 7.03 | 24.02 | 26.24 | -18.27 | 28.62 | 18.39 | 31.43 | -4.41 | 21.74 | 11.87 | 1.42 | 12.65 | 1.75 |
| Sharpe Ratio | NA | 2.24 | 1.32 | 0.67 | 0.76 | NA | NA | … | … | 1.93 | 0.20 | 1.58 | 1.74 | -0.81 | 2.18 | 0.52 | 2.40 | -0.34 | 3.14 | 0.89 | 0.09 | 1.11 | 26.05 |
| Standard Deviation(%) | NA | 11.92 | 14.87 | 16.94 | 18.20 | NA | NA | … | … | 13.58 | 21.01 | 12.87 | 13.09 | 24.27 | 13.12 | 34.98 | 12.48 | 17.15 | 6.74 | 13.02 | 15.53 | 11.38 | 4.12 |
| Draw Down(%) | NA | 8.92 | 18.74 | 24.56 | 33.82 | NA | NA | … | … | 8.92 | 18.74 | 8.47 | 9.96 | 24.56 | 5.14 | 33.82 | 6.59 | 19.42 | 2.53 | 10.28 | 12.05 | 7.27 | 0.04 |
| Yield(%) | 0.00 | 11.96 | 16.27 | 11.63 | 13.04 | 10.42 | 7.81 | … | … | 0.00 | 12.53 | 25.91 | 11.26 | 7.12 | 8.04 | 4.03 | 3.83 | 4.47 | 2.74 | 2.21 | 2.28 | 1.18 | 0.06 |
Data as of 06/04/2026, Common starting date is 12/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPINX (SIIT S&P 500 INDEX FUND SIIT S&P 500 INDEX FUND – CLASS A) |
5.05%
Mar 2017 – Mar 2020 |
6.68%
Mar 2015 – Mar 2020 |
12.18%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPINX (SIIT S&P 500 INDEX FUND SIIT S&P 500 INDEX FUND – CLASS A) |
26.02%
Dec 2018 – Dec 2021 |
18.89%
Oct 2016 – Oct 2021 |
15.46%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart