Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEIRX (SIMT REAL ESTATE FUND CLASS I) | 13.74% | 13.64% | 12.32% | 2.66% | 4.96% | 6.75% | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEIRX (SIMT REAL ESTATE FUND CLASS I) | 10/19/2007 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.69 | 13.64 | 12.32 | 2.66 | 4.96 | 6.75 | NA | … | … | 13.74 | 1.44 | 10.43 | 15.53 | -28.56 | 35.45 | -8.11 | 24.88 | -6.12 | 4.95 | 6.13 | 3.53 | 30.46 | 1.09 | 15.13 | 7.45 | 26.99 | 19.83 | -42.93 | -18.46 |
| Sharpe Ratio | NA | 0.81 | 0.55 | 0.02 | 0.15 | NA | NA | … | … | 2.06 | -0.09 | 0.42 | 0.57 | -1.18 | 2.25 | -0.19 | 1.90 | -0.47 | 0.43 | 0.36 | 0.21 | 2.76 | 0.07 | 1.11 | 0.25 | 1.03 | 0.31 | -0.63 | -1.97 |
| Standard Deviation(%) | NA | 13.15 | 16.88 | 19.31 | 21.41 | NA | NA | … | … | 14.23 | 16.63 | 16.19 | 21.08 | 25.55 | 15.78 | 44.22 | 12.31 | 16.17 | 10.02 | 16.63 | 16.98 | 11.05 | 15.17 | 13.67 | 29.55 | 26.17 | 63.66 | 69.32 | 34.10 |
| Draw Down(%) | NA | 7.82 | 16.97 | 35.52 | 41.34 | NA | NA | … | … | 7.82 | 14.33 | 9.85 | 19.31 | 32.35 | 7.08 | 41.34 | 6.53 | 13.46 | 5.85 | 14.40 | 16.33 | 7.30 | 17.15 | 8.94 | 22.59 | 17.25 | 44.17 | 65.89 | 23.03 |
| Yield(%) | 0.00 | 9.80 | 6.43 | 3.47 | 5.47 | 6.36 | 3.66 | … | … | 0.00 | 10.52 | 5.20 | 2.17 | 0.95 | 1.29 | 1.29 | 9.94 | 13.72 | 8.13 | 12.71 | 5.57 | 4.77 | 0.76 | 1.05 | 0.66 | 1.98 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEIRX (SIMT REAL ESTATE FUND CLASS I) |
-10.77%
Nov 2007 – Nov 2010 |
-2.26%
Nov 2007 – Nov 2012 |
3.44%
Nov 2007 – Nov 2017 |
3.08%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEIRX (SIMT REAL ESTATE FUND CLASS I) |
40.68%
Mar 2009 – Mar 2012 |
26.40%
Mar 2009 – Mar 2014 |
16.97%
Mar 2009 – Mar 2019 |
11.77%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart