Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMLYX (SIMT MULTI-ASSET CAPITAL STABILITY FUND CLASS Y) | 2.07% | 6.51% | 5.95% | 3.38% | 3.14% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMLYX (SIMT MULTI-ASSET CAPITAL STABILITY 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 (%) | -0.67 | 6.51 | 5.95 | 3.38 | 3.14 | NA | NA | … | … | 2.07 | 5.65 | 5.03 | 7.07 | -3.64 | 1.82 | 3.40 | 6.89 | -0.66 | 4.08 | 1.09 | 0.07 |
| Sharpe Ratio | NA | 1.34 | 0.99 | 0.32 | 0.60 | NA | NA | … | … | 0.64 | 1.07 | 0.49 | 1.44 | -2.03 | 0.72 | 0.99 | 2.70 | -0.96 | 2.13 | 0.38 | 0.02 |
| Standard Deviation(%) | NA | 2.79 | 2.74 | 2.61 | 2.50 | NA | NA | … | … | 3.37 | 2.67 | 2.90 | 2.39 | 2.50 | 2.50 | 3.16 | 2.01 | 2.14 | 1.61 | 2.28 | 2.18 |
| Draw Down(%) | NA | 2.32 | 2.32 | 5.48 | 5.48 | NA | NA | … | … | 2.32 | 1.72 | 1.35 | 1.41 | 4.76 | 1.50 | 4.74 | 0.78 | 2.27 | 0.88 | 1.76 | 2.45 |
| Yield(%) | 0.00 | 2.03 | 4.65 | 3.57 | 2.87 | 2.01 | 1.50 | … | … | 0.00 | 2.07 | 7.78 | 4.28 | 1.90 | 2.87 | 1.13 | 3.85 | 0.63 | 3.87 | 0.78 | 1.16 |
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 |
|---|---|---|---|---|
| SMLYX (SIMT MULTI-ASSET CAPITAL STABILITY FUND CLASS Y) |
0.48%
Dec 2019 – Dec 2022 |
1.50%
Dec 2017 – Dec 2022 |
2.43%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMLYX (SIMT MULTI-ASSET CAPITAL STABILITY FUND CLASS Y) |
6.53%
Feb 2023 – Feb 2026 |
3.78%
Oct 2020 – Oct 2025 |
3.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart