Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWSAX (SIIT WORLD SELECT EQUITY FUND CLASS A) | NA | 2.61% | 15.60% | 13.13% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWSAX (SIIT WORLD SELECT EQUITY FUND CLASS A) | 07/06/2017 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.61 | 15.60 | 13.13 | NA | NA | NA | … | … | 3.64 | 11.02 | 20.43 | -11.34 | 23.94 | 8.85 | 21.13 | -12.57 | 13.73 |
| Sharpe Ratio | NA | -0.03 | 0.92 | 0.76 | NA | NA | NA | … | … | 0.13 | 0.72 | 1.50 | -0.63 | 1.89 | 0.25 | 1.66 | -0.96 | 4.79 |
| Standard Deviation(%) | NA | 14.16 | 13.17 | 14.50 | NA | NA | NA | … | … | 15.59 | 10.27 | 11.25 | 20.21 | 12.63 | 34.53 | 11.86 | 14.56 | 6.13 |
| Draw Down(%) | NA | 14.50 | 14.50 | 23.44 | NA | NA | NA | … | … | 14.50 | 6.64 | 10.20 | 23.44 | 5.70 | 38.07 | 8.25 | 22.64 | 2.22 |
| Yield(%) | 0.00 | 47.80 | 25.73 | 19.71 | 10.63 | 7.09 | 5.31 | … | … | 43.31 | 9.58 | 3.46 | 8.16 | 10.63 | 4.81 | 4.40 | 7.90 | 1.85 |
Data as of 09/23/2025, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSAX (SIIT WORLD SELECT EQUITY FUND CLASS A) |
-0.79%
Oct 2017 – Oct 2020 |
3.14%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSAX (SIIT WORLD SELECT EQUITY FUND CLASS A) |
20.14%
Mar 2020 – Mar 2023 |
17.60%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart