SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX)

Basic Info 9.48 0.01(0.11%)
June 14

SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) started on 05/29/1987
SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) is classified as asset class Intermediate-Term Bond
SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) expense ratio is 0.41%
SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) rating is
(79%)

SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) Dividend Info

SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) dividend growth in the last 12 months is 30.16%

The trailing 12-month yield of SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) is 3.86%. its dividend history:

DateDividend
05/31/2024 0.0466
04/30/2024 0.0404
03/28/2024 0.0314
02/29/2024 0.0281
01/31/2024 0.0304
12/29/2023 0.0298
11/30/2023 0.0248
10/31/2023 0.0251
09/29/2023 0.0248
08/31/2023 0.0289
07/31/2023 0.0279
06/30/2023 0.0291
05/31/2023 0.0292
04/28/2023 0.0262
03/31/2023 0.0284
02/28/2023 0.0251
01/31/2023 0.0284
12/30/2022 0.0183
11/30/2022 0.0222
10/31/2022 0.0234
09/30/2022 0.0231
08/31/2022 0.0169
07/29/2022 0.0208
06/30/2022 0.0202
05/31/2022 0.019
04/29/2022 0.0175
03/31/2022 0.0161
02/28/2022 0.0134
01/31/2022 0.0149
12/31/2021 0.015
12/15/2021 0.0275
11/30/2021 0.0144
10/29/2021 0.0146
09/30/2021 0.0143
08/31/2021 0.0149
07/30/2021 0.0151
06/30/2021 0.0151
05/28/2021 0.0154
04/30/2021 0.017
03/31/2021 0.0172
02/26/2021 0.015
01/29/2021 0.0136
12/31/2020 0.0128
12/10/2020 0.46
11/30/2020 0.0167
10/30/2020 0.0179
09/30/2020 0.0189
08/31/2020 0.0202
07/31/2020 0.0211
06/30/2020 0.0208
05/29/2020 0.0222
04/30/2020 0.0237
03/31/2020 0.025
02/28/2020 0.023
01/31/2020 0.0249
12/31/2019 0.0252
12/12/2019 0.109
11/29/2019 0.0248
10/31/2019 0.0259
09/30/2019 0.0257
08/30/2019 0.026
07/31/2019 0.0274
06/28/2019 0.0274
05/31/2019 0.0283
04/30/2019 0.0276
03/29/2019 0.0291
02/28/2019 0.0261
01/31/2019 0.0274
12/31/2018 0.0282
11/30/2018 0.0269
10/31/2018 0.027
09/28/2018 0.0253
08/31/2018 0.0256
07/31/2018 0.0265
06/29/2018 0.0246
05/31/2018 0.0251
04/30/2018 0.024
03/29/2018 0.025
02/28/2018 0.022
01/31/2018 0.023
12/29/2017 0.015
11/30/2017 0.023
10/31/2017 0.022
09/29/2017 0.021
08/31/2017 0.0217
07/31/2017 0.0221
06/30/2017 0.0217
05/31/2017 0.0219
03/31/2017 0.023
02/28/2017 0.021
01/31/2017 0.023
12/30/2016 0.022
12/14/2016 0.23
11/30/2016 0.021
10/31/2016 0.022
09/30/2016 0.021
08/31/2016 0.022
07/29/2016 0.024
06/30/2016 0.023
05/31/2016 0.022
04/29/2016 0.022
03/31/2016 0.024
02/29/2016 0.021
01/29/2016 0.022
12/31/2015 0.023
12/10/2015 0.125
11/30/2015 0.022
10/30/2015 0.022
09/30/2015 0.023
08/31/2015 0.024
07/31/2015 0.025
06/30/2015 0.023
05/29/2015 0.025
04/30/2015 0.023
03/31/2015 0.021
02/27/2015 0.02
01/30/2015 0.021
12/31/2014 0.022
11/28/2014 0.022
10/31/2014 0.023
09/30/2014 0.023
08/29/2014 0.024
07/31/2014 0.025
06/30/2014 0.025
05/30/2014 0.026
04/30/2014 0.025
03/31/2014 0.026
02/28/2014 0.022
01/31/2014 0.022
12/31/2013 0.023
11/29/2013 0.029
10/31/2013 0.03
09/30/2013 0.029
08/30/2013 0.029
07/31/2013 0.028
06/28/2013 0.026
05/31/2013 0.027
04/30/2013 0.026
03/28/2013 0.026
02/28/2013 0.023
01/31/2013 0.025
12/31/2012 0.026
11/30/2012 0.026
10/31/2012 0.026
09/28/2012 0.026
08/31/2012 0.028
07/31/2012 0.03
06/29/2012 0.028
05/31/2012 0.028
04/30/2012 0.028
03/30/2012 0.03
02/29/2012 0.028
01/31/2012 0.032
12/30/2011 0.033
12/06/2011 0.088
11/30/2011 0.032
10/31/2011 0.032
09/30/2011 0.03
08/31/2011 0.03
07/29/2011 0.031
06/30/2011 0.031
05/31/2011 0.031
04/29/2011 0.031
03/31/2011 0.031
02/28/2011 0.028
01/31/2011 0.031
12/31/2010 0.033
11/30/2010 0.032
10/29/2010 0.032
09/30/2010 0.033
08/31/2010 0.034
07/30/2010 0.035
06/30/2010 0.035
05/28/2010 0.034
03/31/2010 0.039
02/26/2010 0.036
01/29/2010 0.04
12/31/2009 0.041
11/30/2009 0.041
10/30/2009 0.039
09/30/2009 0.035
08/31/2009 0.041
07/31/2009 0.04
06/30/2009 0.04
05/29/2009 0.043
04/30/2009 0.045
03/31/2009 0.045
02/27/2009 0.041
01/30/2009 0.044
12/31/2008 0.045
11/28/2008 0.043
10/31/2008 0.044
09/30/2008 0.04
08/29/2008 0.041
07/31/2008 0.043
06/30/2008 0.041
05/30/2008 0.042
04/30/2008 0.042
03/31/2008 0.044
02/29/2008 0.042
01/31/2008 0.044
12/31/2007 0.042
11/30/2007 0.042
10/31/2007 0.044
09/28/2007 0.042
08/31/2007 0.044
07/31/2007 0.044
06/29/2007 0.042
05/31/2007 0.043
04/30/2007 0.042
03/30/2007 0.043
02/28/2007 0.038
01/31/2007 0.04
12/29/2006 0.043
11/30/2006 0.041
10/31/2006 0.043
09/29/2006 0.039
08/31/2006 0.044
07/31/2006 0.044
06/30/2006 0.042
05/31/2006 0.041
04/28/2006 0.039
03/31/2006 0.039
02/28/2006 0.035
01/31/2006 0.036
12/30/2005 0.041
12/07/2005 0.034
11/30/2005 0.038
10/31/2005 0.039
09/30/2005 0.036
08/31/2005 0.036
07/29/2005 0.001
06/30/2005 0.036
05/31/2005 0.04
04/29/2005 0.033
03/31/2005 0.035
02/28/2005 0.03
01/31/2005 0.034
12/31/2004 0.035
12/08/2004 0.092
11/30/2004 0.031
10/29/2004 0.032
09/30/2004 0.032
08/31/2004 0.034
07/30/2004 0.033
06/30/2004 0.032
05/28/2004 0.032
04/30/2004 0.029
03/31/2004 0.031
02/27/2004 0.03
01/30/2004 0.031
12/31/2003 0.034
12/03/2003 0.131
11/28/2003 0.033
10/31/2003 0.033
09/30/2003 0.034
08/29/2003 0.031
07/31/2003 0.031
06/30/2003 0.032
05/30/2003 0.035
04/30/2003 0.036
03/31/2003 0.032
12/31/2002 0.038
12/04/2002 0.219
10/31/2002 0.042
09/30/2002 0.039
08/30/2002 0.041
07/31/2002 0.043
06/28/2002 0.044
04/01/2002 0.013
03/28/2002 0.044
02/28/2002 0.04
01/31/2002 0.044
12/31/2001 0.046
12/05/2001 0.16
11/30/2001 0.048
10/31/2001 0.044
09/28/2001 0.045
08/31/2001 0.048
07/31/2001 0.049
06/29/2001 0.048
05/31/2001 0.049
04/30/2001 0.05
03/30/2001 0.052
02/28/2001 0.049
01/31/2001 0.054
12/29/2000 0.055
11/30/2000 0.054
10/31/2000 0.055
09/29/2000 0.053
08/31/2000 0.054
07/31/2000 0.054
06/30/2000 0.052
05/31/2000 0.052
04/28/2000 0.051
03/31/2000 0.056
02/29/2000 0.051
01/31/2000 0.05
12/31/1999 0.05
11/30/1999 0.048
10/29/1999 0.05
09/30/1999 0.047
08/31/1999 0.048
07/30/1999 0.047
06/30/1999 0.046
05/28/1999 0.047
03/31/1999 0.046
02/26/1999 0.043
01/29/1999 0.046
12/31/1998 0.049
12/03/1998 0.226
11/30/1998 0.048
10/30/1998 0.051
09/30/1998 0.049
08/31/1998 0.05
07/31/1998 0.05
06/30/1998 0.05
05/29/1998 0.051
04/30/1998 0.05
03/31/1998 0.052
02/27/1998 0.048
01/30/1998 0.053
12/31/1997 0.054
12/04/1997 0.018
11/28/1997 0.052
10/31/1997 0.055
09/30/1997 0.052
08/29/1997 0.053
07/31/1997 0.054
06/30/1997 0.052
05/30/1997 0.054
04/30/1997 0.052
03/31/1997 0.053
02/28/1997 0.049
01/31/1997 0.053
12/31/1996 0.054
12/19/1996 0.161
11/29/1996 0.053
10/31/1996 0.054
09/30/1996 0.052
08/30/1996 0.053
07/31/1996 0.053
06/28/1996 0.053
05/31/1996 0.059
04/30/1996 0.055
04/01/1996 0.05
03/01/1996 0.048
02/01/1996 0.052
01/02/1996 0.054
12/01/1995 0.052
11/01/1995 0.053
10/02/1995 0.055
09/01/1995 0.055
08/01/1995 0.06
07/03/1995 0.054
06/01/1995 0.061
05/01/1995 0.05
04/03/1995 0.056
03/01/1995 0.051
02/01/1995 0.048
01/03/1995 0.055
12/01/1994 0.055
11/01/1994 0.053
10/03/1994 0.061
09/01/1994 0.048
08/01/1994 0.045
07/01/1994 0.049
06/01/1994 0.043
05/02/1994 0.041
04/04/1994 0.045
03/01/1994 0.042
02/01/1994 0.046
01/03/1994 0.044
12/01/1993 0.048
11/01/1993 0.049
10/01/1993 0.049
09/01/1993 0.047
08/02/1993 0.049
07/01/1993 0.046
06/01/1993 0.051
05/03/1993 0.047
04/01/1993 0.051
03/01/1993 0.045
02/01/1993 0.051
01/04/1993 0.052
12/01/1992 0.051
11/02/1992 0.053
10/01/1992 0.055
09/01/1992 0.056
08/03/1992 0.057
07/01/1992 0.055
06/01/1992 0.06
05/01/1992 0.057
04/01/1992 0.054
03/02/1992 0.055
02/03/1992 0.057
01/02/1992 0.059
12/02/1991 0.059
11/01/1991 0.059
10/01/1991 0.06
09/03/1991 0.058
08/01/1991 0.057
07/01/1991 0.055
06/03/1991 0.059
05/01/1991 0.065
04/01/1991 0.065
03/01/1991 0.065
02/01/1991 0.065
01/02/1991 0.053
12/03/1990 0.065
11/01/1990 0.065
10/01/1990 0.065
09/04/1990 0.062
08/01/1990 0.067
07/02/1990 0.061
06/01/1990 0.064
05/01/1990 0.065
04/02/1990 0.063
03/01/1990 0.056
02/01/1990 0.064
01/02/1990 0.058
12/01/1989 0.064
11/01/1989 0.066
10/02/1989 0.066
09/01/1989 0.064
08/01/1989 0.067
07/03/1989 0.061
06/01/1989 0.075
05/01/1989 0.071
04/03/1989 0.073
03/01/1989 0.071
02/01/1989 0.07
12/30/1988 0.066
12/01/1988 0.069
11/01/1988 0.07
09/30/1988 0.068
09/01/1988 0.069
08/01/1988 0.046
07/01/1988 0.067
06/01/1988 0.072
04/29/1988 0.069
03/31/1988 0.07
03/01/1988 0.067
02/01/1988 0.071
12/01/1987 0.146
10/30/1987 0.078
10/01/1987 0.08
09/01/1987 0.062
07/31/1987 0.073
07/01/1987 0.072
06/01/1987 0.046

Dividend Growth History for SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3277 3.45% 45.13% -
2022 $0.2258 1.99% 7.99% 45.13%
2021 $0.2091 1.77% -70.43% 25.19%
2020 $0.7072 6.14% 64.50% -22.62%
2019 $0.4299 3.93% 41.79% -6.56%
2018 $0.3032 2.69% 28.80% 1.57%
2017 $0.2354 2.12% -52.54% 5.67%
2016 $0.496 4.41% 24.94% -5.75%
2015 $0.397 3.42% 39.30% -2.37%
2014 $0.285 2.56% -11.21% 1.56%
2013 $0.321 2.76% -4.46% 0.21%
2012 $0.336 3.04% -26.80% -0.23%
2011 $0.459 4.26% 19.84% -2.77%
2010 $0.383 3.79% -22.63% -1.19%
2009 $0.495 5.53% -3.13% -2.90%
2008 $0.511 4.98% 0.99% -2.92%
2007 $0.506 4.90% 4.12% -2.68%
2006 $0.486 4.70% 12.24% -2.29%
2005 $0.433 4.10% -8.65% -1.54%
2004 $0.474 4.51% 2.60% -1.92%
2003 $0.462 4.38% -23.89% -1.70%
2002 $0.607 5.89% -18.19% -2.89%
2001 $0.742 7.09% 16.48% -3.65%
2000 $0.637 6.51% 22.97% -2.85%
1999 $0.518 4.91% -37.36% -1.89%
1998 $0.827 7.83% 27.04% -3.64%
1997 $0.651 6.39% -23.50% -2.61%
1996 $0.851 7.98% 30.92% -3.47%
1995 $0.65 6.89% 13.64% -2.42%
1994 $0.572 5.43% -2.22% -1.90%
1993 $0.585 5.63% -12.56% -1.91%
1992 $0.669 6.34% -7.08% -2.28%
1991 $0.72 7.26% -4.64% -2.43%
1990 $0.755 7.57% 0.94% -2.50%
1989 $0.748 7.65% -6.97% -2.40%
1988 $0.804 8.17% 44.34% -2.53%
1987 $0.557 5.55% - -1.46%

Dividend Growth Chart for SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX)

SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) Historical Returns And Risk Info

From 08/05/1988 to 06/14/2024, the compound annualized total return (dividend reinvested) of SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) is 4.963%. Its cumulative total return (dividend reinvested) is 467.676%.

From 08/05/1988 to 06/14/2024, the Maximum Drawdown of SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) is 20.5%.

From 08/05/1988 to 06/14/2024, the Sharpe Ratio of SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) is 0.68.

From 08/05/1988 to 06/14/2024, the Annualized Standard Deviation of SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) is 4.4%.

From 08/05/1988 to 06/14/2024, the Beta of SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) is 0.82.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
08/05/1988		 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(%) 1.4 -0.2 3.6 -3.5 -0.1 1.4 3.6 3.4 5.0 5.9 -15.2 -1.7 9.0 9.2 -0.5 3.9 3.4 0.3 6.6 -1.6 8.1 7.2 10.6 18.5 -7.2 4.0 4.6 1.9 4.7 4.6 7.9 7.0 12.5 -2.2 8.5 9.5 3.7 20.0 -4.9 7.7 4.2 15.0 7.2 10.5 7.8 3.7
Sharpe Ratio NA -1.41 -0.34 -0.77 -0.21 0.1 NA NA 0.68 0.21 -2.05 -0.47 1.63 2.19 -0.57 1.11 1.0 0.07 2.54 -0.49 3.3 1.96 2.56 3.58 -1.11 0.27 0.38 -0.11 0.96 0.91 1.59 0.88 1.97 -1.21 1.22 1.42 0.04 3.74 -1.33 1.92 0.49 3.38 0.66 1.04 1.04 0.72
Draw Down(%) NA 2.9 8.2 20.3 20.5 20.5 NA NA 20.5 8.2 19.1 3.9 8.7 2.0 3.2 1.4 4.0 2.7 1.2 5.0 1.1 1.7 2.9 3.9 14.1 2.7 2.3 2.3 3.9 4.8 2.5 5.1 3.1 4.7 2.7 2.5 4.1 2.0 8.0 2.1 2.7 1.1 1.6 2.4 0.8 1.6
Standard Deviation(%) NA 6.4 7.4 7.0 6.2 4.9 NA NA 4.4 8.0 8.1 3.6 5.4 3.6 3.1 2.9 3.1 3.8 2.6 3.2 2.5 3.7 4.1 5.1 7.3 3.9 3.4 2.9 3.9 4.3 4.3 5.3 4.3 4.5 4.3 4.2 5.0 4.3 5.9 2.9 3.7 3.3 3.0 4.6 3.0 3.1
Treynor Ratio NA -0.08 -0.02 -0.06 -0.01 0.01 NA NA 0.04 0.02 -0.18 -0.02 0.1 0.08 -0.02 0.03 0.04 0.0 0.08 -0.02 0.12 0.1 0.14 0.28 -0.11 0.01 0.01 0.0 0.05 0.05 0.09 0.06 0.1 -0.07 0.07 0.07 0.0 0.22 -0.08 0.08 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA -0.01 -0.01 -0.01 -0.01 0.0 NA NA 0.01 -0.01 -0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.01 0.01 0.01 0.02 -0.01 -0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.01 -0.01 0.01 0.0 0.0 0.01 0.0 0.03 NA NA NA NA NA NA
Beta NA 1.07 1.02 0.97 0.96 0.93 NA NA 0.82 1.02 0.93 0.88 0.9 1.0 1.03 0.94 0.75 0.83 0.78 0.81 0.7 0.69 0.74 0.66 0.72 0.77 0.9 0.73 0.77 0.78 0.74 0.82 0.83 0.82 0.71 0.9 0.77 0.72 0.97 0.66 NA NA NA NA NA NA
RSquare NA 0.94 0.95 0.94 0.91 0.88 NA NA 0.74 0.95 0.95 0.85 0.75 0.85 0.76 0.81 0.75 0.85 0.83 0.88 0.78 0.84 0.87 0.79 0.6 0.83 0.91 0.87 0.89 0.85 0.85 0.9 0.87 0.89 0.82 0.87 0.89 0.78 0.8 0.06 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 1.8 3.9 2.5 3.4 3.2 4.0 3.9 N/A 3.4 2.0 1.8 6.1 3.9 2.7 2.1 4.4 3.4 2.6 2.8 3.0 4.3 3.8 5.5 5.0 4.9 4.7 4.1 4.5 4.4 5.9 7.1 6.5 4.9 7.8 6.4 8.0 6.9 5.4 5.6 6.3 7.3 7.6 7.6 8.2 5.6
Dividend Growth(%) N/A -46.0 30.2 -38.5 11.8 -16.0 -37.3 N/A N/A 45.1 8.0 -70.4 64.5 41.8 28.8 -52.5 24.9 39.3 -11.2 -4.5 -26.8 19.8 -22.6 -3.1 1.0 4.1 12.2 -8.6 2.6 -23.9 -18.2 16.5 23.0 -37.4 27.0 -23.5 30.9 13.6 -2.2 -12.6 -7.1 -4.6 0.9 -7.0 44.3 N/A

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SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) Historical Return Chart

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SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) 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 08/05/1988 to 06/14/2024, the worst annualized return of 3-year rolling returns for SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) is -6.31%.
From 08/05/1988 to 06/14/2024, the worst annualized return of 5-year rolling returns for SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) is -0.8%.
From 08/05/1988 to 06/14/2024, the worst annualized return of 10-year rolling returns for SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) is 0.82%.
From 08/05/1988 to 06/14/2024, the worst annualized return of 20-year rolling returns for SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (TRLVX) is 2.97%.

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