Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMSX (SIMT TAX-MANAGED SMALL/MID CAP FUND SIMT TAX-MANAGED SMALL/MID CAP FUND – CLASS F EFFECTIVE 1-31-201) | 13.75% | 27.65% | 16.25% | 4.38% | 8.22% | 8.64% | 7.05% | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMSX (SIMT TAX-MANAGED SMALL/MID CAP FUND SIMT TAX-MANAGED SMALL/MID CAP FUND – CLASS F EFFECTIVE 1-31-201) | 12/01/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 27.65 | 16.25 | 4.38 | 8.22 | 8.64 | 7.05 | … | … | 13.75 | 8.66 | 13.34 | 12.97 | -17.24 | 12.53 | 10.36 | 21.98 | -12.34 | 15.89 | 12.87 | -3.01 | 5.75 | 38.69 | 15.17 | -4.40 | 24.09 | 35.79 | -41.15 | 1.76 | 12.34 | 6.85 | 16.62 | 48.70 | -18.53 | -2.96 | 7.33 |
| Sharpe Ratio | NA | 1.45 | 0.70 | 0.08 | 0.31 | NA | NA | … | … | 1.68 | 0.28 | 0.55 | 0.55 | -0.78 | 0.63 | 0.24 | 1.54 | -0.82 | 1.47 | 0.75 | -0.20 | 0.40 | 2.84 | 0.97 | -0.15 | 1.07 | 1.11 | -0.95 | -0.08 | 0.59 | 0.33 | 0.99 | 2.57 | -0.82 | -0.24 | 4.38 |
| Standard Deviation(%) | NA | 16.62 | 18.59 | 19.89 | 21.44 | NA | NA | … | … | 17.81 | 20.93 | 17.74 | 17.13 | 24.09 | 19.71 | 41.94 | 13.33 | 16.75 | 10.38 | 16.81 | 15.24 | 14.27 | 13.61 | 15.72 | 30.13 | 22.43 | 32.14 | 44.37 | 18.00 | 15.26 | 13.77 | 15.81 | 18.63 | 23.93 | 23.12 | 34.58 |
| Draw Down(%) | NA | 9.69 | 24.69 | 32.24 | 43.11 | NA | NA | … | … | 9.69 | 21.04 | 9.02 | 14.67 | 24.67 | 15.86 | 42.28 | 7.37 | 25.35 | 4.63 | 14.90 | 13.55 | 11.78 | 4.89 | 12.92 | 27.26 | 19.07 | 28.65 | 54.86 | 14.40 | 14.99 | 8.81 | 16.11 | 13.83 | 32.89 | 25.00 | 8.63 |
| Yield(%) | 0.00 | 4.61 | 10.09 | 4.86 | 5.31 | 5.84 | 4.99 | … | … | 0.00 | 4.60 | 20.66 | 3.41 | 0.35 | 0.24 | 0.20 | 3.00 | 7.41 | 2.14 | 0.47 | 0.24 | 1.18 | 6.50 | 0.57 | 0.30 | 0.32 | 0.45 | 0.48 | 6.44 | 7.64 | 5.89 | 7.33 | 0.00 | 0.76 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMSX (SIMT TAX-MANAGED SMALL/MID CAP FUND SIMT TAX-MANAGED SMALL/MID CAP FUND – CLASS F EFFECTIVE 1-31-201) |
-19.83%
Feb 2006 – Feb 2009 |
-8.17%
Feb 2004 – Feb 2009 |
4.12%
Oct 2013 – Oct 2023 |
4.38%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMSX (SIMT TAX-MANAGED SMALL/MID CAP FUND SIMT TAX-MANAGED SMALL/MID CAP FUND – CLASS F EFFECTIVE 1-31-201) |
29.56%
Feb 2009 – Feb 2012 |
26.30%
Feb 2009 – Feb 2014 |
15.35%
Feb 2009 – Feb 2019 |
11.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart