Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLFYX (SIMT MULTI-ASSET INFLATION MANAGED FUND CLASS Y) | 7.71% | 12.06% | 7.55% | 5.90% | 3.75% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLFYX (SIMT MULTI-ASSET INFLATION MANAGED FUND CLASS Y) | 01/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 12.06 | 7.55 | 5.90 | 3.75 | NA | NA | … | … | 7.71 | 8.08 | 4.37 | -1.46 | 8.64 | 11.24 | -1.35 | 7.39 | -3.51 | -1.72 | 3.80 | -3.99 |
| Sharpe Ratio | NA | 1.83 | 0.93 | 0.62 | 0.43 | NA | NA | … | … | 2.53 | 1.15 | -0.59 | -1.24 | 0.91 | 2.21 | -0.21 | 1.76 | -1.25 | -0.72 | 0.77 | -0.89 |
| Standard Deviation(%) | NA | 5.37 | 4.69 | 5.57 | 5.20 | NA | NA | … | … | 6.75 | 4.62 | 3.74 | 4.64 | 8.00 | 5.07 | 7.46 | 3.40 | 3.86 | 3.29 | 4.70 | 4.52 |
| Draw Down(%) | NA | 2.41 | 3.31 | 7.95 | 13.41 | NA | NA | … | … | 2.41 | 3.31 | 3.08 | 4.35 | 7.68 | 3.94 | 13.41 | 1.55 | 5.13 | 4.33 | 4.22 | 6.02 |
| Yield(%) | 0.00 | 4.79 | 4.16 | 5.99 | 3.87 | 2.62 | 1.96 | … | … | 0.00 | 4.96 | 3.55 | 3.92 | 11.82 | 8.37 | 1.65 | 3.22 | 2.05 | 1.59 | 1.47 | 0.69 |
Data as of 06/09/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLFYX (SIMT MULTI-ASSET INFLATION MANAGED FUND CLASS Y) |
-2.38%
Mar 2017 – Mar 2020 |
-1.95%
Mar 2015 – Mar 2020 |
2.41%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLFYX (SIMT MULTI-ASSET INFLATION MANAGED FUND CLASS Y) |
9.09%
Mar 2020 – Mar 2023 |
7.73%
Mar 2020 – Mar 2025 |
4.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart