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SSCGX: SIMT SMALL CAP GROWTH FUND SIMT SMALL CAP GROWTH FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS (MUTUAL FUND)
Basic Info 37.77 1.29(3.30%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 09/14/1995 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 10.60% |
| Expenses | 1.11% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 12.3 | 23.8 | 13.9 | -0.9 | 7.1 | 7.5 | 5.8 | 6.6 | 4.3 | 16.6 | 13.7 | -23.1 | -10.6 | 22.7 | 21.2 | -5.2 | 18.4 | 8.8 | -2.1 | 4.5 | 45.8 | 12.8 | -2.5 | 24.1 | 38.3 | -47.8 | 2.1 | 11.3 | 3.5 | 9.7 | 56.0 | -33.7 | -12.5 | -13.0 | 75.7 | 5.6 | 8.4 | 19.4 | 1.4 |
| Sharpe Ratio | NA | 1.61 | 1.26 | 0.59 | -0.13 | 0.23 | NA | NA | 0.19 | 0.06 | 0.65 | 0.55 | -0.91 | -0.34 | 0.54 | 1.28 | -0.22 | 1.47 | 0.47 | -0.12 | 0.25 | 3.12 | 0.73 | -0.08 | 1.01 | 1.17 | -1.1 | -0.06 | 0.45 | 0.08 | 0.42 | 2.52 | -1.17 | -0.41 | -0.42 | 3.13 | 0.08 | 0.24 | 0.78 | 0.06 |
| Draw Down(%) | NA | 11.6 | 11.6 | 27.3 | 47.6 | 47.6 | NA | NA | 71.0 | 24.4 | 10.5 | 17.8 | 29.3 | 30.5 | 43.4 | 9.3 | 28.7 | 5.8 | 19.7 | 17.5 | 14.7 | 5.0 | 14.7 | 30.8 | 19.2 | 27.8 | 60.2 | 14.5 | 19.3 | 14.3 | 24.9 | 15.0 | 45.5 | 38.0 | 42.6 | 14.2 | 43.5 | 22.4 | 24.1 | 11.0 |
| Standard Deviation(%) | NA | 22.2 | 19.6 | 21.0 | 24.2 | 25.2 | NA | NA | 25.7 | 23.1 | 20.0 | 18.5 | 27.2 | 31.2 | 41.3 | 15.4 | 30.6 | 12.1 | 18.4 | 17.5 | 18.0 | 14.7 | 17.6 | 33.3 | 23.9 | 32.6 | 44.2 | 19.0 | 17.8 | 15.9 | 20.5 | 22.0 | 29.9 | 37.0 | 41.4 | 23.1 | 26.4 | 19.5 | 20.1 | 20.0 |
| Treynor Ratio | NA | 0.38 | 0.26 | 0.13 | -0.04 | 0.06 | NA | NA | 0.05 | 0.02 | 0.12 | 0.11 | -0.31 | -0.12 | 0.22 | 0.21 | -0.07 | 0.16 | 0.08 | -0.02 | 0.04 | 0.46 | 0.13 | -0.03 | 0.24 | 0.39 | -0.48 | -0.01 | 0.08 | 0.01 | 0.08 | 0.5 | -0.3 | -0.13 | -0.16 | 0.58 | 0.02 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | -0.05 | -0.03 | -0.03 | 0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.02 | -0.01 | -0.05 | -0.03 | 0.0 | -0.02 | -0.03 | 0.02 | -0.08 | -0.04 | -0.03 | 0.14 | 0.03 | NA | NA | NA |
| Beta | NA | 0.94 | 0.95 | 0.96 | 0.88 | 0.94 | NA | NA | 1.01 | 0.93 | 1.05 | 0.91 | 0.79 | 0.89 | 1.01 | 0.94 | 1.01 | 1.12 | 1.03 | 1.07 | 1.13 | 1.0 | 1.0 | 1.02 | 1.0 | 0.99 | 1.02 | 1.01 | 1.04 | 1.06 | 1.1 | 1.1 | 1.15 | 1.19 | 1.09 | 1.24 | 0.95 | NA | NA | NA |
| RSquared | NA | 0.87 | 0.89 | 0.93 | 0.76 | 0.75 | NA | NA | 0.81 | 0.94 | 0.95 | 0.92 | 0.92 | 0.39 | 0.86 | 0.92 | 0.41 | 0.91 | 0.95 | 0.95 | 0.97 | 0.97 | 0.94 | 0.99 | 0.99 | 0.99 | 0.99 | 0.95 | 0.98 | 0.97 | 0.98 | 0.94 | 0.92 | 0.66 | 0.88 | 0.71 | 0.62 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.9 | 7.8 | 0.0 | 0.0 | 0.0 | 0.0 | 3.9 | 13.9 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 8.6 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.0 | 25.7 | 10.6 | 0.4 | 4.1 | 23.3 | 18.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 40.4 | N/A | -100.0 | N/A | N/A | -100.0 | -77.3 | 3938.5 | N/A | N/A | N/A | -100.0 | -98.7 | N/A | N/A | -100.0 | -50.0 | -99.9 | 42975.0 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | 300.2 | 2832.3 | -90.2 | -83.5 | 5.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/1992
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