Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SESVX (SIMT SMALL CAP VALUE FUND SIMT SMALL CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 14.48% | 34.26% | 16.59% | 4.81% | 7.40% | 7.91% | 6.60% | … | … |
Data as of 06/09/2026, Common starting date is 03/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SESVX (SIMT SMALL CAP VALUE FUND SIMT SMALL CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 03/31/1995 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 34.26 | 16.59 | 4.81 | 7.40 | 7.91 | 6.60 | … | … | 14.48 | 13.26 | 8.13 | 15.55 | -16.06 | 20.11 | 1.04 | 21.94 | -17.08 | 7.61 | 20.52 | -4.51 | 2.61 | 35.52 | 15.45 | -5.41 | 24.14 | 30.87 | -34.22 | -6.32 | 20.16 | 6.85 | 23.15 | 42.74 | -11.73 | 12.64 | 23.14 | -6.99 | -2.84 | 35.11 | 22.13 | 12.74 |
| Sharpe Ratio | NA | 1.84 | 0.72 | 0.09 | 0.24 | NA | NA | … | … | 1.70 | 0.46 | 0.24 | 0.60 | -0.69 | 0.92 | 0.02 | 1.29 | -0.80 | 0.61 | 1.19 | -0.30 | 0.19 | 2.69 | 0.98 | -0.17 | 1.06 | 0.84 | -0.77 | -0.51 | 1.17 | 0.33 | 1.59 | 2.79 | -0.60 | 0.61 | 1.18 | -0.97 | -0.37 | 2.86 | 2.03 | 1.57 |
| Standard Deviation(%) | NA | 17.62 | 19.88 | 21.48 | 24.36 | NA | NA | … | … | 17.34 | 22.58 | 18.98 | 19.93 | 25.58 | 21.78 | 48.59 | 15.87 | 23.15 | 11.37 | 17.09 | 15.22 | 13.77 | 13.20 | 15.78 | 31.83 | 22.74 | 36.76 | 45.68 | 18.65 | 14.37 | 13.98 | 13.95 | 15.09 | 21.60 | 16.97 | 16.02 | 10.73 | 16.85 | 10.93 | 9.04 | 8.54 |
| Draw Down(%) | NA | 10.00 | 26.28 | 29.45 | 50.73 | NA | NA | … | … | 10.00 | 22.39 | 9.83 | 18.34 | 23.42 | 14.44 | 48.64 | 11.82 | 26.21 | 6.07 | 13.60 | 13.11 | 12.66 | 5.56 | 12.49 | 28.42 | 19.13 | 33.95 | 51.41 | 17.58 | 10.76 | 9.37 | 9.68 | 12.84 | 33.09 | 18.75 | 7.65 | 15.01 | 34.77 | 7.14 | 11.80 | 7.83 |
| Yield(%) | 0.00 | 9.54 | 11.10 | 5.52 | 5.87 | 6.60 | 5.59 | … | … | 0.00 | 9.53 | 19.06 | 3.42 | 0.83 | 0.75 | 0.77 | 1.51 | 9.18 | 9.01 | 0.68 | 6.22 | 8.54 | 1.81 | 1.21 | 0.57 | 0.79 | 1.52 | 0.89 | 13.45 | 11.42 | 11.75 | 16.75 | 7.33 | 3.01 | 9.89 | 7.01 | 0.60 | 1.43 | 15.38 | 9.08 | 0.25 |
Data as of 06/09/2026, Common starting date is 03/31/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SESVX (SIMT SMALL CAP VALUE FUND SIMT SMALL CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-18.54%
Feb 2006 – Feb 2009 |
-6.34%
Feb 2004 – Feb 2009 |
2.82%
Mar 2010 – Mar 2020 |
2.81%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SESVX (SIMT SMALL CAP VALUE FUND SIMT SMALL CAP VALUE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
29.98%
Mar 2003 – Mar 2006 |
25.18%
Feb 2009 – Feb 2014 |
14.25%
Feb 2009 – Feb 2019 |
10.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart