Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSPIX (SIMT S&P 500 INDEX FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 10.86% | 27.71% | 22.20% | 10.25% | 12.96% | 12.76% | 10.00% | … | … |
Data as of 06/04/2026, Common starting date is 03/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSPIX (SIMT S&P 500 INDEX FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 03/29/1996 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 27.71 | 22.20 | 10.25 | 12.96 | 12.76 | 10.00 | … | … | 10.86 | 17.44 | 24.60 | 26.00 | -25.15 | 20.62 | 12.65 | 31.25 | -4.60 | 21.31 | 11.44 | 1.05 | 13.21 | 31.81 | 15.56 | 1.77 | 14.80 | 26.21 | -37.49 | 5.26 | 15.35 | 4.45 | 10.56 | 28.42 | -22.36 | -12.30 | -9.50 | 20.56 | 28.18 | 32.81 | 14.60 |
| Sharpe Ratio | NA | 2.21 | 1.32 | 0.44 | 0.61 | NA | NA | … | … | 1.92 | 0.78 | 1.65 | 1.72 | -1.00 | 1.49 | 0.35 | 2.38 | -0.35 | 3.11 | 0.85 | 0.07 | 1.16 | 2.87 | 1.23 | 0.07 | 0.81 | 0.95 | -0.93 | 0.13 | 1.20 | 0.21 | 0.86 | 1.62 | -0.91 | -0.64 | -0.62 | 0.94 | 1.30 | 1.59 | 1.37 |
| Standard Deviation(%) | NA | 11.88 | 14.81 | 17.70 | 18.59 | NA | NA | … | … | 13.50 | 18.64 | 12.68 | 13.10 | 26.56 | 13.86 | 35.17 | 12.50 | 17.11 | 6.67 | 13.14 | 15.50 | 11.42 | 11.08 | 12.68 | 23.52 | 18.12 | 27.36 | 41.13 | 15.83 | 10.03 | 10.33 | 11.10 | 17.06 | 25.97 | 23.33 | 22.18 | 18.20 | 19.05 | 18.20 | 11.70 |
| Draw Down(%) | NA | 8.96 | 18.79 | 29.92 | 33.82 | NA | NA | … | … | 8.96 | 18.79 | 8.46 | 9.98 | 26.73 | 8.93 | 33.82 | 6.64 | 19.42 | 2.63 | 10.31 | 12.08 | 7.31 | 5.63 | 9.66 | 18.84 | 15.67 | 27.35 | 48.06 | 9.94 | 7.50 | 7.10 | 7.56 | 13.71 | 33.17 | 29.34 | 16.78 | 11.85 | 18.87 | 10.80 | 7.47 |
| Yield(%) | 0.00 | 9.16 | 10.40 | 5.90 | 7.26 | 8.94 | 7.09 | … | … | 0.00 | 9.62 | 14.19 | 5.45 | 1.15 | 1.29 | 1.55 | 5.58 | 3.97 | 2.71 | 5.00 | 1.75 | 11.32 | 4.68 | 1.91 | 1.65 | 1.70 | 2.28 | 2.31 | 6.92 | 3.27 | 4.95 | 1.85 | 1.69 | 1.09 | 0.99 | 0.81 | 2.07 | 2.43 | 2.68 | 1.57 |
Data as of 06/04/2026, Common starting date is 03/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSPIX (SIMT S&P 500 INDEX FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-16.41%
Mar 2000 – Mar 2003 |
-7.03%
Feb 2004 – Feb 2009 |
-3.81%
Feb 1999 – Feb 2009 |
3.38%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSPIX (SIMT S&P 500 INDEX FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
28.55%
Jul 1996 – Jul 1999 |
22.61%
Feb 2009 – Feb 2014 |
16.27%
Feb 2009 – Feb 2019 |
14.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart