Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEEAX (SIMT ENHANCED INCOME FUND SIMT ENHANCED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | NA | 2.25% | 2.91% | 1.97% | 3.35% | 0.53% | NA | … | … |
Data as of 05/20/2019, Common starting date is 04/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEEAX (SIMT ENHANCED INCOME FUND SIMT ENHANCED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 04/25/2002 | 05/20/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.25 | 2.91 | 1.97 | 3.35 | 0.53 | NA | … | … | 2.56 | 0.50 | 2.92 | 4.24 | -0.03 | 0.64 | 2.29 | 5.30 | 0.25 | 3.96 | 12.67 | -31.39 | -6.36 | 3.39 | 4.18 | 9.05 | 26.95 | -19.03 |
| Sharpe Ratio | NA | 0.63 | 2.12 | 1.49 | 2.39 | NA | NA | … | … | 3.97 | -0.94 | 2.67 | 4.35 | -0.06 | 0.79 | 2.66 | 5.16 | 0.16 | 2.49 | 3.79 | -6.93 | -2.93 | 0.01 | 0.20 | 0.72 | 1.53 | -0.94 |
| Standard Deviation(%) | NA | 1.15 | 0.95 | 0.94 | 1.27 | NA | NA | … | … | 1.31 | 0.89 | 0.86 | 0.92 | 0.91 | 0.80 | 0.85 | 1.03 | 1.38 | 1.55 | 3.32 | 4.65 | 3.22 | 8.82 | 10.25 | 11.19 | 17.11 | 29.35 |
| Draw Down(%) | NA | 1.46 | 1.46 | 1.97 | 2.58 | NA | NA | … | … | 0.16 | 1.46 | 0.13 | 0.54 | 1.57 | 0.96 | 0.94 | 0.67 | 2.58 | 1.60 | 3.80 | 31.39 | 8.00 | 8.54 | 7.14 | 8.45 | 14.05 | 29.79 |
| Yield(%) | 0.00 | 3.39 | 2.73 | 2.37 | 2.28 | 1.22 | 0.95 | … | … | 1.06 | 3.03 | 2.23 | 2.30 | 2.12 | 1.70 | 2.01 | 2.12 | 2.39 | 1.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 | 0.00 | 0.00 | 0.60 |
Data as of 05/20/2019, Common starting date is 04/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEEAX (SIMT ENHANCED INCOME FUND SIMT ENHANCED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-14.45%
Apr 2006 – Apr 2009 |
-6.11%
Mar 2004 – Mar 2009 |
-1.98%
Apr 2006 – Apr 2016 |
0.16%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEEAX (SIMT ENHANCED INCOME FUND SIMT ENHANCED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
15.74%
Mar 2003 – Mar 2006 |
9.65%
Sep 2002 – Sep 2007 |
3.64%
Mar 2009 – Mar 2019 |
2.29%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart