Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMPX (SIMT TAX-MANAGED SMALL/MID CAP FUND CLASS Y) | 12.64% | 26.06% | 16.09% | 6.51% | 9.52% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMPX (SIMT TAX-MANAGED SMALL/MID CAP FUND CLASS Y) | 01/02/2015 | 06/03/2026 |
| 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 (%) | -0.48 | 26.06 | 16.09 | 6.51 | 9.52 | NA | NA | … | … | 12.64 | 6.65 | 13.60 | 13.19 | -16.72 | 23.97 | 10.49 | 22.28 | -12.09 | 16.17 | 13.10 | -2.31 |
| Sharpe Ratio | NA | 1.46 | 0.71 | 0.20 | 0.37 | NA | NA | … | … | 1.69 | 0.18 | 0.56 | 0.56 | -0.76 | 1.33 | 0.24 | 1.56 | -0.81 | 1.50 | 0.77 | -0.15 |
| Standard Deviation(%) | NA | 16.63 | 18.58 | 19.57 | 21.30 | NA | NA | … | … | 17.79 | 21.46 | 17.75 | 17.11 | 24.10 | 18.05 | 41.98 | 13.34 | 16.75 | 10.36 | 16.85 | 15.28 |
| Draw Down(%) | NA | 9.70 | 24.62 | 25.38 | 42.94 | NA | NA | … | … | 9.70 | 20.99 | 8.98 | 14.51 | 24.54 | 8.29 | 42.34 | 7.36 | 25.23 | 4.62 | 14.90 | 13.49 |
| Yield(%) | 0.00 | 4.75 | 10.29 | 6.89 | 7.06 | 4.72 | 3.54 | … | … | 0.00 | 4.82 | 20.86 | 3.63 | 0.88 | 11.21 | 0.40 | 3.26 | 7.63 | 2.31 | 0.69 | 0.46 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| STMPX (SIMT TAX-MANAGED SMALL/MID CAP FUND CLASS Y) |
-5.58%
Mar 2017 – Mar 2020 |
-1.78%
Mar 2015 – Mar 2020 |
6.04%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMPX (SIMT TAX-MANAGED SMALL/MID CAP FUND CLASS Y) |
18.76%
Dec 2018 – Dec 2021 |
14.59%
Mar 2020 – Mar 2025 |
9.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart