Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GDGSX (SIT GLOBAL DIVIDEND GROWTH FUND SIT GLOBAL DIVIDEND GROWTH FUND – CLASS S) | 7.10% | 18.58% | 16.89% | 9.99% | 11.46% | 9.65% | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDGSX (SIT GLOBAL DIVIDEND GROWTH FUND SIT GLOBAL DIVIDEND GROWTH FUND – CLASS S) | 10/07/2008 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 18.58 | 16.89 | 9.99 | 11.46 | 9.65 | NA | … | … | 7.10 | 16.38 | 16.49 | 22.79 | -18.27 | 23.26 | 15.78 | 26.41 | -9.94 | 19.54 | 4.71 | -1.38 | 3.95 | 21.44 | 13.34 | -2.89 | 10.47 | 22.56 | -0.94 |
| Sharpe Ratio | NA | 1.29 | 1.04 | 0.49 | 0.58 | NA | NA | … | … | 0.94 | 0.86 | 1.14 | 1.71 | -0.90 | 1.96 | 0.48 | 2.24 | -0.76 | 2.93 | 0.35 | -0.10 | 0.36 | 2.08 | 1.07 | -0.12 | 0.58 | 0.88 | -0.09 |
| Standard Deviation(%) | NA | 11.81 | 13.13 | 15.08 | 16.47 | NA | NA | … | … | 13.88 | 15.73 | 11.32 | 11.31 | 21.96 | 11.84 | 32.21 | 11.14 | 14.87 | 6.48 | 12.86 | 14.33 | 11.03 | 10.29 | 12.54 | 23.46 | 18.03 | 25.61 | 44.03 |
| Draw Down(%) | NA | 8.13 | 14.71 | 26.76 | 33.90 | NA | NA | … | … | 8.13 | 14.71 | 6.85 | 8.88 | 26.55 | 5.79 | 33.90 | 5.95 | 19.11 | 2.18 | 9.59 | 12.53 | 9.15 | 6.78 | 11.11 | 21.47 | 15.73 | 24.56 | 19.48 |
| Yield(%) | 0.00 | 1.21 | 1.72 | 1.30 | 1.87 | 3.34 | 3.47 | … | … | 0.00 | 1.34 | 2.57 | 0.99 | 0.69 | 0.60 | 0.93 | 1.70 | 1.45 | 1.49 | 1.95 | 8.36 | 8.23 | 6.08 | 2.41 | 2.40 | 1.59 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDGSX (SIT GLOBAL DIVIDEND GROWTH FUND SIT GLOBAL DIVIDEND GROWTH FUND – CLASS S) |
1.78%
Mar 2017 – Mar 2020 |
2.26%
Mar 2015 – Mar 2020 |
5.35%
Mar 2010 – Mar 2020 |
8.57%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDGSX (SIT GLOBAL DIVIDEND GROWTH FUND SIT GLOBAL DIVIDEND GROWTH FUND – CLASS S) |
21.73%
Dec 2018 – Dec 2021 |
16.54%
Feb 2009 – Feb 2014 |
11.59%
May 2016 – May 2026 |
10.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart