Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLGAX (SIMT LARGE CAP FUND SIMT LARGE CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | NA | 11.91% | 15.72% | 13.60% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLGAX (SIMT LARGE CAP FUND SIMT LARGE CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 10/02/2009 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 11.91 | 15.72 | 13.60 | NA | NA | NA | … | … | 2.74 | -2.51 | 34.21 | 16.14 | -0.13 | 12.75 | 8.34 |
| Sharpe Ratio | NA | 1.04 | 1.25 | 0.81 | NA | NA | NA | … | … | 0.85 | -0.18 | 3.01 | 1.23 | -0.01 | 0.69 | 2.38 |
| Standard Deviation(%) | NA | 12.43 | 12.56 | 16.66 | NA | NA | NA | … | … | 14.05 | 14.64 | 11.35 | 13.21 | 24.30 | 18.23 | 16.14 |
| Draw Down(%) | NA | 8.77 | 11.13 | 20.58 | NA | NA | NA | … | … | 3.76 | 12.05 | 5.54 | 11.13 | 20.58 | 16.23 | 5.68 |
| Yield(%) | 0.00 | 8.63 | 8.37 | 7.78 | 4.43 | 2.95 | 2.21 | … | … | 0.00 | 8.82 | 8.78 | 6.93 | 7.07 | 4.12 | 0.00 |
Data as of 03/30/2015, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGAX (SIMT LARGE CAP FUND SIMT LARGE CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
9.36%
Dec 2009 – Dec 2012 |
14.11%
Dec 2009 – Dec 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGAX (SIMT LARGE CAP FUND SIMT LARGE CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
22.58%
Sep 2011 – Sep 2014 |
14.97%
Feb 2010 – Feb 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart