Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRMVX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 9.38% | 26.27% | 17.14% | 7.04% | 9.34% | 9.61% | 7.17% | … | … |
Data as of 06/05/2026, Common starting date is 06/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRMVX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 06/30/1987 | 06/05/2026 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 26.27 | 17.14 | 7.04 | 9.34 | 9.61 | 7.17 | … | … | 9.38 | 18.89 | 12.67 | 8.82 | -11.45 | 22.32 | -2.40 | 22.70 | -9.74 | 17.38 | 14.90 | -6.28 | 11.06 | 34.97 | 16.00 | -0.08 | 14.55 | 18.55 | -37.07 | -1.14 | 21.14 | 7.66 | 15.07 | 29.48 | -18.06 | -3.47 | 5.75 | 4.95 | 11.28 | 36.80 | 20.59 | 34.81 | -5.26 | -0.90 | -2.28 | 23.59 | -6.84 | 16.93 | 22.45 | -19.81 |
| Sharpe Ratio | NA | 2.18 | 1.08 | 0.30 | 0.43 | NA | NA | … | … | 1.95 | 0.99 | 0.80 | 0.40 | -0.59 | 1.55 | -0.07 | 1.76 | -0.72 | 2.12 | 0.97 | -0.40 | 0.94 | 3.04 | 1.20 | 0.00 | 0.76 | 0.61 | -0.86 | -0.26 | 1.79 | 0.49 | 1.29 | 1.79 | -0.78 | -0.32 | 0.08 | 0.10 | 0.44 | 2.10 | 1.61 | 4.13 | -0.89 | -0.35 | -0.33 | 1.14 | -0.75 | 0.92 | 1.13 | -1.34 |
| Standard Deviation(%) | NA | 10.91 | 13.21 | 15.59 | 18.13 | NA | NA | … | … | 11.22 | 16.21 | 11.36 | 13.13 | 22.08 | 14.40 | 37.71 | 12.04 | 15.52 | 7.91 | 15.20 | 15.60 | 11.77 | 11.49 | 13.38 | 24.81 | 18.95 | 30.42 | 43.99 | 16.81 | 9.96 | 10.98 | 10.94 | 16.08 | 24.60 | 18.56 | 18.51 | 15.10 | 17.61 | 15.67 | 10.43 | 7.47 | 9.36 | 8.64 | 14.40 | 17.23 | 16.29 | 11.94 | 15.49 | 29.61 |
| Draw Down(%) | NA | 6.12 | 15.53 | 19.56 | 40.41 | NA | NA | … | … | 6.12 | 14.56 | 7.36 | 11.50 | 19.46 | 7.37 | 40.41 | 7.74 | 20.38 | 4.33 | 12.62 | 15.45 | 9.40 | 5.07 | 11.69 | 22.55 | 16.44 | 31.97 | 49.62 | 14.03 | 7.70 | 7.44 | 7.82 | 15.06 | 33.28 | 20.12 | 16.14 | 15.64 | 20.00 | 9.45 | 7.54 | 3.33 | 7.67 | 4.71 | 10.66 | 10.38 | 24.36 | 9.14 | 8.21 | 32.46 |
| Yield(%) | 0.00 | 14.26 | 10.67 | 6.12 | 6.85 | 8.06 | 5.93 | … | … | 0.00 | 15.22 | 8.92 | 7.03 | 2.13 | 2.01 | 1.93 | 4.25 | 9.74 | 5.37 | 1.64 | 13.03 | 8.36 | 1.17 | 1.63 | 1.76 | 1.44 | 2.08 | 1.76 | 11.38 | 12.27 | 8.32 | 2.33 | 1.75 | 0.93 | 2.08 | 2.31 | 5.99 | 6.95 | 12.99 | 10.53 | 3.19 | 2.49 | 2.62 | 2.80 | 3.41 | 3.25 | 3.23 | 3.26 | 1.46 |
Data as of 06/05/2026, Common starting date is 06/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMVX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-17.62%
Feb 2006 – Feb 2009 |
-7.05%
Feb 2004 – Feb 2009 |
-1.76%
Feb 1999 – Feb 2009 |
4.10%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMVX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
31.51%
Mar 1995 – Mar 1998 |
22.89%
Jun 1994 – Jun 1999 |
14.50%
Feb 2009 – Feb 2019 |
11.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart