Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPVYX (SIMT SMALL CAP VALUE FUND CLASS Y) | 14.43% | 37.07% | 18.44% | 7.63% | 9.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPVYX (SIMT SMALL CAP VALUE FUND CLASS Y) | 11/04/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 37.07 | 18.44 | 7.63 | 9.00 | NA | NA | … | … | 14.43 | 6.38 | 8.39 | 15.83 | -12.06 | 29.94 | 1.27 | 22.30 | -16.87 | 7.87 | 20.81 | -4.15 |
| Sharpe Ratio | NA | 1.85 | 0.75 | 0.23 | 0.30 | NA | NA | … | … | 1.78 | 0.15 | 0.25 | 0.62 | -0.55 | 1.44 | 0.02 | 1.31 | -0.79 | 0.64 | 1.21 | -1.55 |
| Standard Deviation(%) | NA | 17.54 | 20.01 | 21.08 | 24.17 | NA | NA | … | … | 17.30 | 24.00 | 18.96 | 19.95 | 24.81 | 20.72 | 48.56 | 15.84 | 23.10 | 11.39 | 17.07 | 15.56 |
| Draw Down(%) | NA | 9.96 | 26.21 | 26.21 | 50.52 | NA | NA | … | … | 9.96 | 22.33 | 9.86 | 18.32 | 23.31 | 11.44 | 48.59 | 11.70 | 26.16 | 5.98 | 13.55 | 7.05 |
| Yield(%) | 0.00 | 9.92 | 11.81 | 7.85 | 7.52 | 5.16 | 3.87 | … | … | 0.00 | 9.77 | 19.31 | 3.68 | 4.91 | 10.24 | 0.97 | 1.80 | 9.42 | 9.26 | 0.95 | 5.91 |
Data as of 06/04/2026, Common starting date is 11/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPVYX (SIMT SMALL CAP VALUE FUND CLASS Y) |
-12.48%
Mar 2017 – Mar 2020 |
1.76%
Sep 2017 – Sep 2022 |
8.13%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPVYX (SIMT SMALL CAP VALUE FUND CLASS Y) |
23.76%
Mar 2020 – Mar 2023 |
17.33%
Mar 2020 – Mar 2025 |
9.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart