Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRYRX (SIMT REAL RETURN FUND CLASS Y) | 1.54% | 3.91% | 4.76% | 3.08% | 2.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRYRX (SIMT REAL RETURN FUND CLASS Y) | 01/02/2015 | 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 (%) | 0.00 | 3.91 | 4.76 | 3.08 | 2.91 | NA | NA | … | … | 1.54 | 3.71 | 4.14 | 4.15 | -4.41 | 7.18 | 5.27 | 4.62 | 0.06 | 0.50 | 2.63 | -0.60 |
| Sharpe Ratio | NA | 0.72 | 0.67 | 0.18 | 0.48 | NA | NA | … | … | 0.66 | 0.31 | 0.23 | 0.14 | -1.23 | 2.55 | 1.73 | 1.64 | -0.93 | -0.10 | 1.29 | -0.27 |
| Standard Deviation(%) | NA | 1.88 | 2.43 | 3.28 | 2.72 | NA | NA | … | … | 1.99 | 2.84 | 2.22 | 3.57 | 4.76 | 2.81 | 2.90 | 1.92 | 1.42 | 1.62 | 1.88 | 2.33 |
| Draw Down(%) | NA | 0.81 | 1.22 | 6.55 | 6.55 | NA | NA | … | … | 0.81 | 1.41 | 1.19 | 2.06 | 6.55 | 1.31 | 4.49 | 0.70 | 1.02 | 1.05 | 1.28 | 1.99 |
| Yield(%) | 0.00 | 3.32 | 3.43 | 4.43 | 3.04 | 2.06 | 1.54 | … | … | 0.00 | 4.40 | 3.46 | 2.71 | 6.87 | 6.60 | 0.68 | 1.85 | 2.65 | 1.19 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRYRX (SIMT REAL RETURN FUND CLASS Y) |
0.47%
Feb 2015 – Feb 2018 |
1.24%
Mar 2015 – Mar 2020 |
2.47%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRYRX (SIMT REAL RETURN FUND CLASS Y) |
5.69%
Dec 2018 – Dec 2021 |
4.03%
Mar 2020 – Mar 2025 |
2.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart