Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAAAX (SIMT MULTI-ASSET ACCUMULATION FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 8.42% | 19.34% | 9.19% | 0.47% | 3.36% | 3.54% | 2.64% | … | … |
Data as of 06/09/2026, Common starting date is 02/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAAAX (SIMT MULTI-ASSET ACCUMULATION FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 02/04/2005 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.01 | 19.34 | 9.19 | 0.47 | 3.36 | 3.54 | 2.64 | … | … | 8.42 | 12.98 | 1.43 | 6.58 | -20.91 | 2.00 | 1.24 | 22.09 | -7.46 | 13.08 | 9.59 | -7.45 | 9.50 | 1.20 | 6.15 |
| Sharpe Ratio | NA | 1.82 | 0.65 | -0.19 | 0.20 | NA | NA | … | … | 1.64 | 1.12 | -0.57 | 0.29 | -1.81 | 0.19 | 0.09 | 3.03 | -1.11 | 2.21 | 1.24 | -0.93 | 1.62 | 0.16 | -0.08 |
| Standard Deviation(%) | NA | 9.34 | 9.22 | 10.05 | 9.25 | NA | NA | … | … | 11.31 | 9.19 | 9.08 | 8.11 | 12.35 | 10.45 | 11.58 | 6.82 | 7.93 | 5.66 | 7.57 | 8.02 | 5.85 | 7.45 | 5.61 |
| Draw Down(%) | NA | 7.14 | 10.59 | 30.11 | 30.11 | NA | NA | … | … | 7.14 | 10.05 | 7.56 | 9.38 | 24.20 | 9.33 | 17.42 | 2.70 | 12.12 | 3.63 | 7.10 | 14.86 | 4.24 | 11.89 | 2.67 |
| Yield(%) | 0.00 | 3.17 | 2.54 | 3.60 | 4.56 | 4.35 | 3.26 | … | … | 0.00 | 3.23 | 2.27 | 2.09 | 7.51 | 6.52 | 0.00 | 13.79 | 2.95 | 5.35 | 7.61 | 2.66 | 9.82 | 3.12 | 3.69 |
Data as of 06/09/2026, Common starting date is 02/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAAAX (SIMT MULTI-ASSET ACCUMULATION FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-6.89%
Nov 2020 – Nov 2023 |
-2.03%
Dec 2019 – Dec 2024 |
1.06%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAAAX (SIMT MULTI-ASSET ACCUMULATION FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
10.48%
May 2023 – May 2026 |
7.23%
Dec 2015 – Dec 2020 |
4.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart