Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STVYX (SIMT TAX-MANAGED MANAGED VOLATILITY FUND CLASS Y) | 4.38% | 10.31% | 12.65% | 9.65% | 10.32% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STVYX (SIMT TAX-MANAGED MANAGED VOLATILITY FUND CLASS Y) | 05/01/2015 | 06/11/2026 |
| 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 (%) | -0.38 | 10.31 | 12.65 | 9.65 | 10.32 | NA | NA | … | … | 4.38 | -9.80 | 17.37 | 7.59 | -2.91 | 24.42 | 1.65 | 24.30 | -2.61 | 15.47 | 12.04 | 0.31 |
| Sharpe Ratio | NA | 0.97 | 0.99 | 0.61 | 0.60 | NA | NA | … | … | 0.98 | -0.52 | 1.67 | 0.41 | -0.25 | 2.33 | 0.04 | 2.50 | -0.31 | 2.72 | 1.17 | 0.03 |
| Standard Deviation(%) | NA | 8.28 | 9.82 | 11.80 | 14.31 | NA | NA | … | … | 8.64 | 24.71 | 8.24 | 9.79 | 17.27 | 10.48 | 31.23 | 9.14 | 12.77 | 5.47 | 10.15 | 13.10 |
| Draw Down(%) | NA | 5.78 | 9.42 | 14.39 | 33.35 | NA | NA | … | … | 5.78 | 19.66 | 5.77 | 6.16 | 14.39 | 5.57 | 33.35 | 4.22 | 14.18 | 1.96 | 5.78 | 8.87 |
| Yield(%) | 0.00 | 21.13 | 18.00 | 13.04 | 11.25 | 7.88 | 5.91 | … | … | 0.00 | 22.63 | 22.48 | 14.49 | 6.22 | 5.95 | 2.37 | 4.69 | 4.81 | 4.78 | 4.78 | 5.09 |
Data as of 06/11/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STVYX (SIMT TAX-MANAGED MANAGED VOLATILITY FUND CLASS Y) |
2.00%
Mar 2017 – Mar 2020 |
6.91%
Sep 2018 – Sep 2023 |
9.73%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STVYX (SIMT TAX-MANAGED MANAGED VOLATILITY FUND CLASS Y) |
16.28%
Dec 2018 – Dec 2021 |
15.27%
Mar 2020 – Mar 2025 |
11.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart