Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSMAX (SIIT SMALL MID CAP EQUITY FUND SIIT SMALL MID CAP EQUITY FUND – CLASS A) | 12.36% | 20.31% | 13.09% | 4.88% | 9.14% | 7.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSMAX (SIIT SMALL MID CAP EQUITY FUND SIIT SMALL MID CAP EQUITY FUND – CLASS A) | 09/05/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 20.31 | 13.09 | 4.88 | 9.14 | 7.81 | NA | … | … | 12.36 | -1.57 | 11.72 | 12.83 | -17.77 | 25.77 | 12.30 | 25.51 | -11.36 | 13.53 | 16.64 | -4.53 | 6.62 | 15.65 | 13.54 | -5.21 | 24.20 | 36.97 | -41.45 | -9.28 |
| Sharpe Ratio | NA | 1.11 | 0.56 | 0.11 | 0.36 | NA | NA | … | … | 1.58 | -0.21 | 0.49 | 0.54 | -0.78 | 1.41 | 0.30 | 1.70 | -0.76 | 1.23 | 0.99 | -0.29 | 0.45 | 0.64 | 0.85 | -0.17 | 1.07 | 1.11 | -0.97 | -1.26 |
| Standard Deviation(%) | NA | 15.22 | 17.66 | 19.16 | 20.84 | NA | NA | … | … | 16.35 | 20.98 | 16.55 | 17.09 | 24.59 | 18.22 | 40.14 | 14.16 | 16.92 | 10.49 | 16.64 | 15.51 | 14.55 | 24.24 | 16.07 | 30.25 | 22.57 | 33.15 | 43.45 | 22.65 |
| Draw Down(%) | NA | 8.78 | 24.61 | 26.45 | 41.23 | NA | NA | … | … | 8.78 | 21.01 | 9.09 | 16.09 | 24.95 | 8.38 | 41.23 | 7.73 | 25.34 | 5.35 | 14.68 | 15.20 | 11.20 | 18.82 | 13.08 | 27.98 | 18.98 | 29.27 | 55.03 | 17.07 |
| Yield(%) | 0.00 | 7.41 | 6.19 | 8.05 | 9.43 | 8.19 | 5.71 | … | … | 0.00 | 7.47 | 8.28 | 1.52 | 5.89 | 28.75 | 4.20 | 7.85 | 17.90 | 12.27 | 5.58 | 14.26 | 14.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMAX (SIIT SMALL MID CAP EQUITY FUND SIIT SMALL MID CAP EQUITY FUND – CLASS A) |
-8.09%
Oct 2007 – Oct 2010 |
-2.12%
Oct 2007 – Oct 2012 |
3.41%
Oct 2007 – Oct 2017 |
4.38%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMAX (SIIT SMALL MID CAP EQUITY FUND SIIT SMALL MID CAP EQUITY FUND – CLASS A) |
29.95%
Feb 2009 – Feb 2012 |
21.53%
Feb 2009 – Feb 2014 |
13.52%
Feb 2009 – Feb 2019 |
11.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart