Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPWIX (SIMT SMALL CAP GROWTH FUND SIMT SMALL CAP GROWTH FUND – CLASS I) | 16.02% | 27.73% | 15.20% | 4.58% | 9.64% | 9.39% | 7.01% | … | … |
Data as of 06/04/2026, Common starting date is 11/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPWIX (SIMT SMALL CAP GROWTH FUND SIMT SMALL CAP GROWTH FUND – CLASS I) | 11/22/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 27.73 | 15.20 | 4.58 | 9.64 | 9.39 | 7.01 | … | … | 16.02 | -4.05 | 16.30 | 13.44 | -23.31 | 13.84 | 22.38 | 20.96 | -5.50 | 18.06 | 8.53 | -2.35 | 4.25 | 45.41 | 12.49 | -2.79 | 23.85 | 37.86 | -48.00 | 1.76 | 11.05 | -0.22 |
| Sharpe Ratio | NA | 1.25 | 0.57 | 0.07 | 0.33 | NA | NA | … | … | 1.59 | -0.27 | 0.63 | 0.53 | -0.91 | 0.63 | 0.53 | 1.27 | -0.22 | 1.44 | 0.45 | -0.14 | 0.23 | 3.09 | 0.71 | -0.08 | 0.99 | 1.16 | -1.11 | -0.07 | 0.43 | -0.39 |
| Standard Deviation(%) | NA | 19.61 | 20.97 | 22.04 | 24.30 | NA | NA | … | … | 22.28 | 26.25 | 20.05 | 18.46 | 27.19 | 22.01 | 41.26 | 15.39 | 31.35 | 12.12 | 18.37 | 17.52 | 18.04 | 14.70 | 17.66 | 33.28 | 23.91 | 32.52 | 44.18 | 18.95 | 17.80 | 13.06 |
| Draw Down(%) | NA | 11.64 | 27.35 | 33.26 | 46.33 | NA | NA | … | … | 11.64 | 24.48 | 10.50 | 17.88 | 29.44 | 11.32 | 43.37 | 9.39 | 28.78 | 5.84 | 19.66 | 17.54 | 14.82 | 5.02 | 14.70 | 30.99 | 19.25 | 27.90 | 60.40 | 14.56 | 19.35 | 2.79 |
| Yield(%) | 0.00 | 11.37 | 7.24 | 7.22 | 8.31 | 8.49 | 6.34 | … | … | 0.00 | 10.71 | 8.38 | 0.00 | 0.00 | 25.29 | 0.00 | 4.05 | 14.41 | 0.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 8.64 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPWIX (SIMT SMALL CAP GROWTH FUND SIMT SMALL CAP GROWTH FUND – CLASS I) |
-23.46%
Feb 2006 – Feb 2009 |
-4.02%
May 2007 – May 2012 |
2.58%
Feb 2006 – Feb 2016 |
4.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPWIX (SIMT SMALL CAP GROWTH FUND SIMT SMALL CAP GROWTH FUND – CLASS I) |
30.18%
Feb 2009 – Feb 2012 |
27.20%
Feb 2009 – Feb 2014 |
16.44%
Feb 2009 – Feb 2019 |
12.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart