Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMOYX (SIMT MULTI-ASSET ACCUMULATION FUND CLASS Y) | 7.70% | 18.25% | 9.12% | 1.77% | 5.08% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMOYX (SIMT MULTI-ASSET ACCUMULATION FUND CLASS Y) | 01/02/2015 | 06/10/2026 |
| 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 (%) | -3.12 | 18.25 | 9.12 | 1.77 | 5.08 | NA | NA | … | … | 7.70 | 13.29 | 3.93 | 6.79 | -20.65 | 8.82 | 6.97 | 23.59 | -7.16 | 15.67 | 9.47 | -2.52 |
| Sharpe Ratio | NA | 1.86 | 0.68 | -0.04 | 0.40 | NA | NA | … | … | 1.65 | 1.16 | 0.03 | 0.38 | -1.79 | 1.07 | 0.63 | 3.27 | -1.09 | 2.45 | 1.04 | -0.24 |
| Standard Deviation(%) | NA | 9.29 | 9.26 | 9.67 | 9.07 | NA | NA | … | … | 11.38 | 9.14 | 8.79 | 8.21 | 12.37 | 8.24 | 10.54 | 6.77 | 7.88 | 6.15 | 8.91 | 10.51 |
| Draw Down(%) | NA | 7.08 | 10.60 | 25.24 | 25.24 | NA | NA | … | … | 7.08 | 10.09 | 6.19 | 9.29 | 23.91 | 4.83 | 17.31 | 2.39 | 11.78 | 3.51 | 8.52 | 15.91 |
| Yield(%) | 0.00 | 3.40 | 2.79 | 5.00 | 6.18 | 4.55 | 3.41 | … | … | 0.00 | 3.48 | 2.54 | 2.33 | 7.68 | 13.35 | 5.24 | 15.17 | 3.18 | 7.56 | 7.42 | 7.02 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| SMOYX (SIMT MULTI-ASSET ACCUMULATION FUND CLASS Y) |
-4.15%
Dec 2021 – Dec 2024 |
0.50%
Dec 2019 – Dec 2024 |
3.30%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMOYX (SIMT MULTI-ASSET ACCUMULATION FUND CLASS Y) |
12.89%
Dec 2018 – Dec 2021 |
9.22%
Dec 2015 – Dec 2020 |
5.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart