SEMCX | SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)

Basic Info 29.27 0.3(1.01%)
June 14

SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) started on 06/30/1993

SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) is classified as asset class MID-CAP BLEND

SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) expense ratio is 1.20%

SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) rating is

(73%)

SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) Dividend Info

SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) dividend growth in the last 12 months is -45.35%

The trailing 12-month yield of SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) is 0.44%. its dividend history:

Date	Dividend
04/04/2024	0.0165
12/27/2023	0.0602
10/04/2023	0.0319
07/05/2023	0.0054
04/04/2023	0.0505
12/28/2022	0.0645
10/05/2022	0.0567
07/06/2022	0.0369
04/05/2022	0.043
12/29/2021	0.053
12/15/2021	5.6835
10/04/2021	0.0042
07/06/2021	0.0283
04/05/2021	0.05
12/29/2020	0.075
10/05/2020	0.063
07/06/2020	0.045
04/06/2020	0.123
12/27/2019	0.061
12/12/2019	0.337
10/07/2019	0.065
07/08/2019	0.061
04/08/2019	0.038
12/27/2018	0.0591
12/13/2018	2.7845
10/03/2018	0.0459
07/06/2018	0.06
04/05/2018	0.061
12/27/2017	0.044
12/13/2017	2.034
10/04/2017	0.043
07/06/2017	0.0262
04/06/2017	0.0567
12/28/2016	0.041
12/14/2016	0.19
10/05/2016	0.041
07/06/2016	0.046
04/06/2016	0.094
12/29/2015	0.142
12/10/2015	3.866
10/02/2015	0.053
07/07/2015	0.036
04/01/2015	0.031
12/09/2014	2.669
07/02/2014	0.014
03/27/2014	0.019
12/27/2013	0.022
12/10/2013	0.744
10/02/2013	0.008
07/02/2013	0.043
03/26/2013	0.018
12/27/2012	0.053
10/02/2012	0.024
07/03/2012	0.048
03/28/2012	0.007
12/28/2011	0.028
10/04/2011	0.017
07/05/2011	0.027
03/29/2011	0.019
12/29/2010	0.009
10/04/2010	0.03
07/02/2010	0.022
04/30/2010	0.024
03/29/2010	0.009
12/29/2009	0.025
10/02/2009	0.022
07/02/2009	0.004
03/27/2009	0.042
12/29/2008	0.039
10/02/2008	0.039
07/02/2008	0.034
03/27/2008	0.026
12/27/2007	0.028
12/05/2007	2.09
10/02/2007	0.004
07/02/2007	0.018
06/29/2007	0.018
03/28/2007	0.027
12/27/2006	0.024
12/06/2006	1.537
10/02/2006	0.029
07/03/2006	0.048
03/28/2006	0.017
12/27/2005	0.043
12/07/2005	1.401
10/03/2005	0.017
09/30/2005	0.017
07/01/2005	0.018
03/28/2005	0.002
12/30/2004	0.019
12/08/2004	2.158
10/01/2004	0.018
07/01/2004	0.035
03/31/2004	0.01
12/26/2003	0.026
12/03/2003	0.295
10/01/2003	0.043
07/01/2003	0.019
04/01/2003	0.018
12/26/2002	0.028
12/04/2002	0.061
10/01/2002	0.02
07/01/2002	0.018
04/01/2002	0.052
12/26/2001	0.014
10/01/2001	0.009
07/02/2001	0.025
04/02/2001	0.016
12/22/2000	0.021
12/06/2000	2.004
10/02/2000	0.013
07/03/2000	0.019
04/03/2000	0.019
12/23/1999	0.014
12/02/1999	1.527
10/01/1999	0.022
07/01/1999	0.01
04/01/1999	0.013
01/04/1999	0.019
12/03/1998	1.024
10/01/1998	0.029
07/01/1998	0.064
04/01/1998	0.024
01/02/1998	0.032
12/04/1997	2.867
10/01/1997	0.028
07/01/1997	0.033
04/01/1997	0.026
01/02/1997	0.04
12/19/1996	1.252
10/01/1996	0.04
07/01/1996	0.038
04/01/1996	0.036
01/02/1996	0.066
10/02/1995	0.012
01/03/1994	0.005
10/01/1993	0.004
07/01/1993	0.008

Dividend Growth History for SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.148	0.61%	-26.40%	-
2022	$0.2011	0.70%	-96.54%	-26.40%
2021	$5.819	21.56%	1,801.63%	-84.05%
2020	$0.306	1.16%	-45.55%	-21.50%
2019	$0.562	2.61%	-81.33%	-28.36%
2018	$3.0105	10.79%	36.60%	-45.26%
2017	$2.2039	8.79%	434.93%	-36.25%
2016	$0.412	1.91%	-90.02%	-13.61%
2015	$4.128	15.68%	52.78%	-34.03%
2014	$2.702	10.43%	223.59%	-27.58%
2013	$0.835	4.15%	532.58%	-15.89%
2012	$0.132	0.77%	45.05%	1.05%
2011	$0.091	0.50%	-3.19%	4.14%
2010	$0.094	0.64%	1.08%	3.55%
2009	$0.093	0.82%	-32.61%	3.37%
2008	$0.138	0.74%	-93.68%	0.47%
2007	$2.185	10.58%	32.02%	-15.49%
2006	$1.655	8.43%	10.48%	-13.24%
2005	$1.498	8.34%	-33.13%	-12.07%
2004	$2.24	13.43%	458.60%	-13.32%
2003	$0.401	3.20%	124.02%	-4.86%
2002	$0.179	1.25%	179.69%	-0.90%
2001	$0.064	0.47%	-96.92%	3.88%
2000	$2.076	13.48%	29.35%	-10.85%
1999	$1.605	10.18%	36.83%	-9.45%
1998	$1.173	7.07%	-60.82%	-7.95%
1997	$2.994	20.41%	109.08%	-10.92%
1996	$1.432	11.10%	11,833.33%	-8.06%
1995	$0.012	0.12%	140.00%	9.39%
1994	$0.005	0.04%	-58.33%	12.39%
1993	$0.012	0.11%	-	8.73%

Dividend Growth Chart for SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX)

SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) Historical Returns And Risk Info

From 06/21/1996 to 06/14/2024, the compound annualized total return (dividend reinvested) of SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) is 9.461%. Its cumulative total return (dividend reinvested) is 1,150.379%.

From 06/21/1996 to 06/14/2024, the Maximum Drawdown of SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) is 61.1%.

From 06/21/1996 to 06/14/2024, the Sharpe Ratio of SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) is 0.39.

From 06/21/1996 to 06/14/2024, the Annualized Standard Deviation of SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) is 20.0%.

From 06/21/1996 to 06/14/2024, the Beta of SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) is 0.95.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 06/21/1996	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
Annualized Return(%)	-0.5	4.4	14.0	2.8	8.6	8.2	11.9	9.0	9.5	14.8	-14.5	28.1	5.8	24.5	-12.0	20.3	15.6	-1.3	11.2	37.4	17.1	-4.8	23.6	33.3	-41.5	2.5	14.6	14.9	22.7	41.0	-14.1	1.2	4.8	8.9	3.3	31.7	26.8	23.0	-10.8	6.8
Sharpe Ratio	NA	0.67	0.96	0.03	0.31	0.35	NA	NA	0.39	0.71	-0.66	1.81	0.14	1.7	-0.54	2.33	1.0	-0.09	0.87	3.02	1.15	-0.17	1.11	1.1	-0.97	-0.03	0.91	1.05	1.71	2.6	-0.66	-0.05	0.03	0.39	0.0	2.09	2.23	1.89	-1.01	0.94
Draw Down(%)	NA	6.7	12.8	22.4	42.2	42.2	NA	NA	61.1	12.8	21.4	7.7	42.2	8.5	22.9	3.7	12.9	11.7	9.2	6.3	12.2	27.2	17.4	29.1	56.6	14.3	11.2	7.8	9.4	12.2	31.3	25.0	15.1	17.1	32.8	8.6	9.3	6.7	19.5	7.1
Standard Deviation(%)	NA	12.0	12.7	18.2	23.3	20.0	NA	NA	20.0	14.9	24.1	15.6	38.9	13.6	24.4	8.5	15.4	15.0	12.8	12.4	14.9	28.5	21.1	30.1	43.7	16.8	12.5	12.1	12.8	15.5	23.0	21.7	25.7	14.6	18.4	13.4	10.4	10.1	13.7	12.6
Treynor Ratio	NA	0.08	0.12	0.01	0.07	0.07	NA	NA	0.08	0.11	-0.17	0.3	0.05	0.22	-0.13	0.19	0.15	-0.01	0.11	0.38	0.18	-0.05	0.24	0.36	-0.43	-0.01	0.12	0.13	0.22	0.43	-0.17	-0.01	0.01	0.08	0.0	0.0	0.0	0.0	0.0	0.0
Alpha	NA	0.0	0.0	0.0	0.0	0.0	NA	NA	0.01	0.0	0.01	0.02	-0.04	-0.02	0.0	0.0	0.02	0.0	-0.01	0.01	0.01	-0.01	0.0	-0.01	0.0	-0.01	0.0	0.0	0.01	0.03	0.0	0.02	-0.01	0.0	-0.02	NA	NA	NA	NA	NA
Beta	NA	1.0	0.98	0.94	0.99	1.0	NA	NA	0.95	0.96	0.93	0.93	1.04	1.04	1.04	1.06	1.0	0.97	1.01	0.98	0.97	1.04	0.97	0.92	0.98	0.96	0.97	0.97	0.97	0.94	0.9	0.85	0.82	0.74	0.72	NA	NA	NA	NA	NA
RSquare	NA	0.95	0.97	0.95	0.95	0.89	NA	NA	0.86	0.97	0.98	0.79	0.97	0.96	0.49	0.95	0.98	0.98	0.97	0.98	0.94	0.99	0.99	0.99	0.99	0.9	0.95	0.95	0.92	0.96	0.96	0.79	0.86	0.76	0.57	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	0.1	0.4	6.2	5.7	7.1	11.9	8.3	N/A	0.6	0.7	21.6	1.2	2.6	10.8	8.8	1.9	15.7	10.4	4.1	0.8	0.5	0.6	0.8	0.7	10.6	8.4	8.3	13.4	3.2	1.2	0.5	13.5	10.2	7.1	20.4	11.1	0.1	0.0	0.1
Dividend Growth(%)	N/A	-88.9	-45.3	58.6	-43.8	117.3	N/A	N/A	N/A	-26.4	-96.5	1801.6	-45.6	-81.3	36.6	434.9	-90.0	52.8	223.6	532.6	45.1	-3.2	1.1	-32.6	-93.7	32.0	10.5	-33.1	458.6	124.0	179.7	-96.9	29.3	36.8	-60.8	109.1	11833.3	140.0	-58.3	N/A

Return Calculator for SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX)

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SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) Historical Return Chart

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SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/21/1996 to 06/14/2024, the worst annualized return of 3-year rolling returns for SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) is -18.62%.

From 06/21/1996 to 06/14/2024, the worst annualized return of 5-year rolling returns for SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) is -5.25%.

From 06/21/1996 to 06/14/2024, the worst annualized return of 10-year rolling returns for SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) is 1.82%.

From 06/21/1996 to 06/14/2024, the worst annualized return of 20-year rolling returns for SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SEMCX) is 6.25%.

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