Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMLCX (SIMT TAX-MANAGED LARGE CAP FUND SIMT TAX-MANAGED LARGE CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORME) | 8.82% | 23.46% | 17.64% | 8.22% | 11.55% | 11.39% | 8.89% | … | … |
Data as of 06/04/2026, Common starting date is 03/31/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMLCX (SIMT TAX-MANAGED LARGE CAP FUND SIMT TAX-MANAGED LARGE CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORME) | 03/31/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 23.46 | 17.64 | 8.22 | 11.55 | 11.39 | 8.89 | … | … | 8.82 | 16.92 | 14.52 | 17.40 | -17.83 | 23.25 | 10.59 | 28.39 | -6.25 | 21.17 | 8.01 | -1.39 | 10.99 | 34.73 | 16.35 | 0.43 | 13.70 | 28.91 | -39.39 | 6.11 | 13.90 | 7.04 | 11.51 | 27.83 | -23.19 | -12.37 | -12.42 | 18.48 | 14.03 |
| Sharpe Ratio | NA | 2.02 | 1.11 | 0.36 | 0.56 | NA | NA | … | … | 1.59 | 0.87 | 0.97 | 1.11 | -0.82 | 1.77 | 0.29 | 2.20 | -0.45 | 2.90 | 0.54 | -0.09 | 0.89 | 3.02 | 1.23 | 0.02 | 0.74 | 1.03 | -0.97 | 0.19 | 1.01 | 0.45 | 0.93 | 1.61 | -0.92 | -0.61 | -0.67 | 0.85 | 0.72 |
| Standard Deviation(%) | NA | 10.55 | 13.13 | 15.86 | 17.79 | NA | NA | … | … | 12.08 | 16.23 | 11.23 | 12.48 | 23.68 | 13.13 | 35.36 | 12.22 | 16.93 | 7.11 | 14.35 | 15.24 | 12.36 | 11.49 | 13.34 | 24.23 | 18.43 | 27.88 | 41.69 | 15.79 | 10.41 | 10.51 | 11.26 | 16.87 | 26.37 | 24.73 | 24.68 | 17.81 | 21.53 |
| Draw Down(%) | NA | 8.12 | 16.23 | 24.84 | 34.92 | NA | NA | … | … | 8.12 | 16.23 | 6.74 | 10.24 | 23.05 | 7.05 | 34.92 | 6.07 | 20.03 | 3.02 | 12.69 | 12.18 | 8.73 | 5.59 | 11.20 | 20.52 | 16.14 | 27.21 | 50.50 | 9.69 | 8.07 | 7.08 | 7.96 | 14.29 | 34.96 | 31.27 | 20.52 | 13.94 | 22.35 |
| Yield(%) | 0.00 | 1.53 | 5.70 | 3.40 | 4.86 | 5.62 | 4.60 | … | … | 0.00 | 1.77 | 9.37 | 5.70 | 0.88 | 0.93 | 1.14 | 10.11 | 1.66 | 2.26 | 0.93 | 0.77 | 0.67 | 0.85 | 1.30 | 0.83 | 0.92 | 1.35 | 1.11 | 1.39 | 0.96 | 1.08 | 1.11 | 0.93 | 0.69 | 0.60 | 0.57 | 1.14 | 0.34 |
Data as of 06/04/2026, Common starting date is 03/31/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMLCX (SIMT TAX-MANAGED LARGE CAP FUND SIMT TAX-MANAGED LARGE CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORME) |
-17.37%
Mar 2000 – Mar 2003 |
-6.90%
Feb 2004 – Feb 2009 |
-4.36%
Feb 1999 – Feb 2009 |
3.13%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMLCX (SIMT TAX-MANAGED LARGE CAP FUND SIMT TAX-MANAGED LARGE CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORME) |
25.25%
Feb 2009 – Feb 2012 |
23.19%
Feb 2009 – Feb 2014 |
15.40%
Feb 2009 – Feb 2019 |
13.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart