SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX)

Basic Info 5.32 0(0.0%)

SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) started on 01/31/1995
SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) is classified as asset class High Yield Bond
SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) expense ratio is 0.89%
SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) rating is
(84%)

SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) Dividend Info

SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) dividend growth in the last 12 months is -17.81%

The trailing 12-month yield of SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) is 11.74%. its dividend history:

DateDividend
04/30/2024 0.0408
03/28/2024 0.043
02/29/2024 0.0416
01/31/2024 0.0456
12/29/2023 0.0491
12/14/2023 0.1372
11/30/2023 0.0453
10/31/2023 0.0462
09/29/2023 0.0469
08/31/2023 0.0494
07/31/2023 0.0476
06/30/2023 0.0454
05/31/2023 0.0417
04/28/2023 0.0377
03/31/2023 0.04
02/28/2023 0.0392
01/31/2023 0.0391
12/30/2022 0.0408
12/15/2022 0.3776
11/30/2022 0.0376
10/31/2022 0.0385
09/30/2022 0.0371
08/31/2022 0.0364
07/29/2022 0.037
06/30/2022 0.0324
05/31/2022 0.0337
04/29/2022 0.0312
03/31/2022 0.0359
02/28/2022 0.0292
01/31/2022 0.038
12/31/2021 0.0308
12/15/2021 0.0501
11/30/2021 0.0287
10/29/2021 0.0296
09/30/2021 0.0289
08/31/2021 0.032
07/30/2021 0.0313
06/30/2021 0.0318
05/28/2021 0.0302
04/30/2021 0.0319
03/31/2021 0.034
02/26/2021 0.0266
01/29/2021 0.0303
12/31/2020 0.0332
12/10/2020 0.127
11/30/2020 0.0282
10/30/2020 0.0343
09/30/2020 0.0317
08/31/2020 0.0322
07/31/2020 0.0332
06/30/2020 0.0326
05/29/2020 0.0316
04/30/2020 0.0291
03/31/2020 0.033
02/28/2020 0.03
01/31/2020 0.0317
12/31/2019 0.0327
12/12/2019 0.037
11/29/2019 0.0309
10/31/2019 0.0319
09/30/2019 0.031
08/30/2019 0.0343
07/31/2019 0.0309
06/28/2019 0.0338
05/31/2019 0.0299
04/30/2019 0.031
03/29/2019 0.0339
02/28/2019 0.0299
01/31/2019 0.0332
12/31/2018 0.0363
12/13/2018 0.11
11/30/2018 0.0314
10/31/2018 0.034
09/28/2018 0.0297
08/31/2018 0.0332
07/31/2018 0.03
06/29/2018 0.0304
05/31/2018 0.0338
04/30/2018 0.032
03/29/2018 0.029
02/28/2018 0.029
01/31/2018 0.031
12/29/2017 0.02
12/13/2017 0.094
11/30/2017 0.033
10/31/2017 0.034
09/29/2017 0.034
08/31/2017 0.0358
07/31/2017 0.0341
06/30/2017 0.0326
05/31/2017 0.0345
03/31/2017 0.034
02/28/2017 0.031
01/31/2017 0.033
12/30/2016 0.039
12/14/2016 0.117
11/30/2016 0.032
10/31/2016 0.035
09/30/2016 0.035
08/31/2016 0.036
07/29/2016 0.036
06/30/2016 0.037
05/31/2016 0.035
04/29/2016 0.035
03/31/2016 0.033
02/29/2016 0.034
01/29/2016 0.035
12/31/2015 0.035
12/10/2015 0.092
11/30/2015 0.035
10/30/2015 0.036
09/30/2015 0.038
08/31/2015 0.035
07/31/2015 0.034
06/30/2015 0.036
05/29/2015 0.034
04/30/2015 0.034
03/31/2015 0.035
02/27/2015 0.029
01/30/2015 0.036
12/31/2014 0.035
12/09/2014 0.043
11/28/2014 0.034
10/31/2014 0.035
09/30/2014 0.037
08/29/2014 0.035
07/31/2014 0.036
06/30/2014 0.035
05/30/2014 0.035
04/30/2014 0.035
03/31/2014 0.035
02/28/2014 0.033
01/31/2014 0.037
12/31/2013 0.038
12/10/2013 0.045
11/29/2013 0.035
10/31/2013 0.038
09/30/2013 0.035
08/30/2013 0.035
07/31/2013 0.036
06/28/2013 0.04
05/31/2013 0.038
04/30/2013 0.038
03/28/2013 0.041
02/28/2013 0.034
01/31/2013 0.041
12/31/2012 0.042
11/30/2012 0.041
10/31/2012 0.041
09/28/2012 0.04
08/31/2012 0.041
07/31/2012 0.041
06/29/2012 0.044
05/31/2012 0.044
04/30/2012 0.043
03/30/2012 0.044
02/29/2012 0.039
01/31/2012 0.044
12/30/2011 0.044
12/06/2011 0.033
11/30/2011 0.041
10/31/2011 0.045
09/30/2011 0.043
08/31/2011 0.048
07/29/2011 0.044
06/30/2011 0.045
05/31/2011 0.043
04/29/2011 0.043
03/31/2011 0.047
02/28/2011 0.039
01/31/2011 0.048
12/31/2010 0.049
12/03/2010 0.043
11/30/2010 0.047
10/29/2010 0.047
09/30/2010 0.049
08/31/2010 0.053
07/30/2010 0.051
06/30/2010 0.049
05/28/2010 0.057
04/16/2010 0.021
03/31/2010 0.046
02/26/2010 0.044
01/29/2010 0.056
12/31/2009 0.053
12/03/2009 0.018
11/30/2009 0.052
10/30/2009 0.051
09/30/2009 0.053
08/31/2009 0.045
07/31/2009 0.049
06/30/2009 0.025
05/29/2009 0.03
04/30/2009 0.04
03/31/2009 0.052
02/27/2009 0.044
01/30/2009 0.048
12/31/2008 0.054
12/04/2008 0.072
11/28/2008 0.057
10/31/2008 0.064
09/30/2008 0.053
08/29/2008 0.058
07/31/2008 0.064
06/30/2008 0.056
05/30/2008 0.056
04/30/2008 0.059
03/31/2008 0.056
02/29/2008 0.054
01/31/2008 0.06
12/31/2007 0.052
12/28/2007 0.093
11/30/2007 0.048
10/31/2007 0.05
09/28/2007 0.049
08/31/2007 0.046
07/31/2007 0.054
06/29/2007 0.055
05/31/2007 0.066
04/30/2007 0.052
03/30/2007 0.061
02/28/2007 0.057
01/31/2007 0.059
12/29/2006 0.067
11/30/2006 0.06
10/31/2006 0.051
09/29/2006 0.056
08/31/2006 0.058
07/31/2006 0.052
06/30/2006 0.059
05/31/2006 0.057
04/28/2006 0.053
03/31/2006 0.055
02/28/2006 0.045
01/31/2006 0.062
12/30/2005 0.049
11/30/2005 0.051
10/31/2005 0.053
09/30/2005 0.055
08/31/2005 0.051
07/29/2005 0.002
06/30/2005 0.052
05/31/2005 0.055
04/29/2005 0.054
03/31/2005 0.053
02/28/2005 0.052
01/31/2005 0.054
12/31/2004 0.055
11/30/2004 0.055
10/29/2004 0.055
09/30/2004 0.052
08/31/2004 0.056
07/30/2004 0.055
06/30/2004 0.054
05/28/2004 0.06
04/30/2004 0.053
03/31/2004 0.057
02/27/2004 0.053
01/30/2004 0.058
12/31/2003 0.061
11/28/2003 0.054
10/31/2003 0.058
09/30/2003 0.055
08/29/2003 0.055
07/31/2003 0.057
06/30/2003 0.056
05/30/2003 0.059
04/30/2003 0.055
03/31/2003 0.057
02/28/2003 0.042
01/31/2003 0.044
12/31/2002 0.058
11/20/2002 0.346
10/31/2002 0.061
09/30/2002 0.056
08/30/2002 0.057
07/31/2002 0.059
06/28/2002 0.058
04/01/2002 0.021
03/28/2002 0.059
02/28/2002 0.053
01/31/2002 0.061
12/31/2001 0.06
11/30/2001 0.056
10/31/2001 0.064
09/28/2001 0.064
08/31/2001 0.062
07/31/2001 0.071
06/29/2001 0.071
05/31/2001 0.077
04/30/2001 0.071
03/30/2001 0.078
02/28/2001 0.07
01/31/2001 0.076
12/29/2000 0.082
11/30/2000 0.079
10/31/2000 0.078
09/29/2000 0.08
08/31/2000 0.082
07/31/2000 0.081
06/30/2000 0.078
05/31/2000 0.076
04/28/2000 0.079
03/31/2000 0.08
02/29/2000 0.076
01/31/2000 0.084
12/31/1999 0.083
11/30/1999 0.077
10/29/1999 0.082
09/30/1999 0.078
08/31/1999 0.086
07/30/1999 0.088
06/30/1999 0.083
05/28/1999 0.084
03/31/1999 0.093
02/26/1999 0.08
01/29/1999 0.093
12/31/1998 0.084
12/03/1998 0.059
11/30/1998 0.082
10/30/1998 0.087
09/30/1998 0.087
08/31/1998 0.084
07/31/1998 0.085
06/30/1998 0.088
05/29/1998 0.088
04/30/1998 0.084
03/31/1998 0.087
02/27/1998 0.086
01/30/1998 0.082
12/31/1997 0.088
12/04/1997 0.098
11/28/1997 0.083
10/31/1997 0.095
09/30/1997 0.087
08/29/1997 0.089
07/31/1997 0.094
06/30/1997 0.09
05/30/1997 0.092
04/30/1997 0.09
03/31/1997 0.086
02/28/1997 0.076
01/31/1997 0.083
12/31/1996 0.087
12/19/1996 0.051
11/29/1996 0.085
10/31/1996 0.085
09/30/1996 0.088
08/30/1996 0.083
07/31/1996 0.078
06/28/1996 0.076
05/31/1996 0.082
04/30/1996 0.075
04/01/1996 0.073
03/01/1996 0.075
02/01/1996 0.07
01/02/1996 0.076
12/01/1995 0.086
11/01/1995 0.082
10/02/1995 0.089
09/01/1995 0.089
08/01/1995 0.085
07/03/1995 0.079
06/01/1995 0.085
05/01/1995 0.072
04/03/1995 0.08
03/01/1995 0.061
02/01/1995 0.025

Dividend Growth History for SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.6648 12.27% -17.46% -
2022 $0.8054 11.51% 93.51% -17.46%
2021 $0.4162 6.15% -18.04% 26.38%
2020 $0.5078 7.31% 20.79% 9.40%
2019 $0.4204 6.46% -14.17% 12.14%
2018 $0.4898 6.82% 8.84% 6.30%
2017 $0.45 6.28% -16.51% 6.72%
2016 $0.539 8.22% 5.89% 3.04%
2015 $0.509 6.84% 9.46% 3.39%
2014 $0.465 5.99% -5.87% 4.05%
2013 $0.494 6.37% -1.98% 3.01%
2012 $0.504 7.05% -10.48% 2.55%
2011 $0.563 7.61% -8.01% 1.39%
2010 $0.612 8.90% 9.29% 0.64%
2009 $0.56 11.48% -26.61% 1.23%
2008 $0.763 9.65% 2.83% -0.91%
2007 $0.742 8.69% 9.93% -0.68%
2006 $0.675 8.04% 16.18% -0.09%
2005 $0.581 6.56% -12.37% 0.75%
2004 $0.663 7.65% 1.53% 0.01%
2003 $0.653 8.40% -26.55% 0.09%
2002 $0.889 10.89% 8.41% -1.37%
2001 $0.82 9.75% -14.14% -0.95%
2000 $0.955 9.51% 3.02% -1.56%
1999 $0.927 8.67% -14.40% -1.38%
1998 $1.083 9.35% -5.91% -1.93%
1997 $1.151 10.30% 6.18% -2.09%
1996 $1.084 10.15% 30.13% -1.79%
1995 $0.833 8.34% - -0.80%

Dividend Growth Chart for SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX)

SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) Historical Returns And Risk Info

From 10/31/1995 to 05/16/2024, the compound annualized total return (dividend reinvested) of SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) is 6.348%. Its cumulative total return (dividend reinvested) is 478.133%.

From 10/31/1995 to 05/16/2024, the Maximum Drawdown of SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) is 38.1%.

From 10/31/1995 to 05/16/2024, the Sharpe Ratio of SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) is 1.01.

From 10/31/1995 to 05/16/2024, the Annualized Standard Deviation of SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) is 5.0%.

From 10/31/1995 to 05/16/2024, the Beta of SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) is 0.86.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
10/31/1995		 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
Annualized Return(%) -0.0 1.1 10.0 1.6 4.1 4.2 8.1 6.2 6.3 12.7 -11.8 9.9 5.4 13.3 -2.6 7.0 17.3 -5.0 1.9 7.0 15.9 4.3 17.0 55.1 -30.5 1.5 10.2 1.5 10.3 20.8 6.8 6.9 -7.2 2.9 1.4 14.5 15.1 16.3
Sharpe Ratio NA -0.12 1.29 -0.13 0.37 0.57 NA NA 1.01 1.54 -1.96 3.79 0.46 3.6 -1.1 2.33 3.35 -1.23 0.55 2.31 5.09 0.86 4.05 7.94 -3.13 -0.34 2.39 -0.19 2.71 5.65 0.9 0.78 -2.84 -0.12 -0.5 3.14 3.67 6.69
Draw Down(%) NA 2.4 3.2 14.2 22.1 22.1 NA NA 38.1 4.4 14.2 1.8 22.1 1.3 6.7 2.1 5.0 10.1 5.9 4.5 2.5 9.0 4.8 8.6 35.9 6.3 2.0 6.6 4.9 3.3 7.2 6.5 9.7 3.8 8.9 3.0 1.2 0.9
Standard Deviation(%) NA 4.2 4.8 5.4 6.7 5.5 NA NA 5.0 5.5 6.7 2.6 11.2 3.3 3.5 2.7 5.1 4.1 3.5 3.0 3.1 5.0 4.2 6.9 10.0 4.2 2.9 3.5 3.4 3.6 6.4 6.0 4.0 3.1 3.8 3.5 3.1 2.1
Treynor Ratio NA -0.01 0.07 -0.01 0.03 0.03 NA NA 0.06 0.1 -0.16 0.12 0.05 0.14 -0.04 0.08 0.18 -0.05 0.02 0.08 0.18 0.05 0.22 0.55 -0.31 -0.02 0.07 -0.01 0.1 0.25 0.08 0.13 -0.13 -0.01 -0.03 0.33 0.29 0.37
Alpha NA 0.0 0.01 0.0 0.0 0.0 NA NA 0.01 0.01 -0.02 0.03 0.0 0.0 0.0 0.01 0.02 -0.02 -0.01 0.01 0.01 -0.01 0.03 0.04 -0.05 0.0 0.01 0.0 0.01 0.03 0.02 0.02 -0.03 0.02 0.01 0.04 0.05 0.04
Beta NA 0.81 0.84 0.86 0.93 0.92 NA NA 0.86 0.87 0.85 0.8 0.99 0.84 0.86 0.77 0.94 0.93 0.92 0.82 0.86 0.88 0.79 1.0 1.01 0.93 0.95 1.02 0.91 0.82 0.7 0.37 0.88 0.53 0.62 0.33 0.4 0.38
RSquare NA 0.55 0.71 0.82 0.85 0.84 NA NA 0.67 0.8 0.9 0.53 0.89 0.73 0.8 0.66 0.85 0.8 0.83 0.77 0.75 0.87 0.69 0.79 0.82 0.8 0.72 0.74 0.71 0.6 0.26 0.2 0.67 0.15 0.25 0.06 0.12 0.15
Yield(%) N/A 3.2 12.6 9.2 8.3 6.7 9.9 6.9 N/A 12.7 11.7 6.1 7.1 6.1 6.7 5.9 8.7 7.1 6.4 6.6 6.7 7.3 9.0 11.1 9.6 8.8 8.1 6.4 7.8 8.6 11.0 9.8 9.6 8.6 9.3 10.4 10.2 8.2
Dividend Growth(%) N/A -75.4 -17.8 36.3 17.1 -12.8 N/A N/A N/A -15.9 100.0 -16.3 22.5 -16.7 14.3 -26.3 7.5 6.0 -2.0 6.2 -11.1 -12.9 14.8 -28.9 1.3 10.3 19.3 -16.2 1.5 -25.6 9.8 -14.6 4.3 -14.8 -6.9 6.4 32.9 N/A

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SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) Historical Return Chart

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SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) 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 10/31/1995 to 05/16/2024, the worst annualized return of 3-year rolling returns for SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) is -9.22%.
From 10/31/1995 to 05/16/2024, the worst annualized return of 5-year rolling returns for SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) is -1.8%.
From 10/31/1995 to 05/16/2024, the worst annualized return of 10-year rolling returns for SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) is 1.13%.
From 10/31/1995 to 05/16/2024, the worst annualized return of 20-year rolling returns for SIMT HIGH YIELD BOND FUND SIMT HIGH YIELD BOND FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (SHYAX) is 5.56%.

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