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SSMGX: SIT SMALL CAP GROWTH FUND SIT SMALL CAP GROWTH FUND (MUTUAL FUND)
Basic Info 77.93 2.56(3.18%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 12/06/1995 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 5.96% |
| Expenses | 1.50% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -1.4 | 14.6 | 28.8 | 16.1 | 2.3 | 8.8 | 8.0 | 7.3 | 8.3 | 9.4 | 13.4 | 16.9 | -25.5 | -0.4 | 31.3 | 29.2 | -10.9 | 15.7 | 3.6 | -2.8 | 1.7 | 35.7 | 14.4 | -0.2 | 27.3 | 33.1 | -42.5 | 20.4 | 8.0 | 18.5 | 6.8 | 35.1 | -25.8 | -28.2 | 6.3 | 108.6 | 2.0 | 7.6 | 15.0 | 2.0 |
| Sharpe Ratio | NA | 1.65 | 1.42 | 0.64 | -0.01 | 0.32 | NA | NA | 0.27 | 0.28 | 0.56 | 0.74 | -0.92 | -0.01 | 0.87 | 1.82 | -0.64 | 1.44 | 0.19 | -0.17 | 0.1 | 2.69 | 0.89 | -0.01 | 1.3 | 1.11 | -0.98 | 0.95 | 0.27 | 1.09 | 0.33 | 1.8 | -1.03 | -1.0 | 0.05 | 4.05 | -0.06 | 0.2 | 0.66 | 1.63 |
| Draw Down(%) | NA | 10.0 | 10.0 | 26.7 | 43.5 | 43.5 | NA | NA | 65.6 | 25.6 | 9.9 | 18.0 | 30.8 | 23.0 | 35.7 | 9.7 | 26.5 | 4.2 | 17.7 | 16.1 | 13.4 | 5.5 | 11.3 | 25.9 | 13.8 | 24.8 | 54.6 | 10.9 | 17.3 | 9.3 | 21.5 | 12.2 | 36.1 | 43.4 | 35.6 | 14.9 | 36.0 | 19.4 | 14.9 | 4.9 |
| Standard Deviation(%) | NA | 21.2 | 18.4 | 19.9 | 23.2 | 22.4 | NA | NA | 24.1 | 23.0 | 17.6 | 18.1 | 29.4 | 26.2 | 35.7 | 15.3 | 19.1 | 10.5 | 17.8 | 16.9 | 16.3 | 13.3 | 16.2 | 30.3 | 20.9 | 29.7 | 44.4 | 18.2 | 17.3 | 14.9 | 17.6 | 19.2 | 26.2 | 30.9 | 45.7 | 26.0 | 25.8 | 19.7 | 17.1 | 20.0 |
| Treynor Ratio | NA | 0.38 | 0.27 | 0.13 | 0.0 | 0.07 | NA | NA | 0.07 | 0.06 | 0.09 | 0.13 | -0.3 | 0.0 | 0.32 | 0.26 | -0.12 | 0.13 | 0.03 | -0.03 | 0.01 | 0.37 | 0.15 | 0.0 | 0.3 | 0.34 | -0.47 | 0.17 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.09 | 0.07 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | 0.0 | -0.01 | -0.02 | 0.0 | -0.07 | 0.0 | -0.02 | -0.02 | -0.03 | -0.01 | -0.01 | -0.05 | 0.02 | 0.0 | 0.02 | 0.0 | -0.02 | 0.01 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.92 | 0.95 | 1.02 | 0.96 | 0.98 | NA | NA | 0.98 | 1.02 | 1.08 | 1.0 | 0.89 | 1.04 | 0.97 | 1.05 | 1.02 | 1.17 | 1.07 | 1.01 | 1.13 | 0.96 | 0.97 | 1.06 | 0.92 | 0.98 | 0.92 | 1.01 | 1.21 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.71 | 0.72 | 0.84 | 0.81 | 0.86 | NA | NA | 0.55 | 0.88 | 0.86 | 0.86 | 0.95 | 0.57 | 0.94 | 0.91 | 0.94 | 0.85 | 0.91 | 0.89 | 0.9 | 0.92 | 0.94 | 0.98 | 0.94 | 0.97 | 0.95 | 0.91 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 5.7 | 5.2 | 3.6 | 1.4 | 0.0 | 0.0 | 3.9 | 7.9 | 7.3 | 0.2 | 9.4 | 11.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.5 | 0.1 | 1.7 | 0.0 | 16.2 | 3.7 | 4.9 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 21.3 | 62.7 | 91.4 | N/A | N/A | -100.0 | -59.9 | 17.1 | 4326.2 | -98.4 | -26.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -40.3 | 217.9 | -93.3 | N/A | -100.0 | 357.0 | -16.4 | 469.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/1995
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See Mid-Cap Growth Asset Class Trend Rankings |
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