Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRAAX (SIMT REAL RETURN FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 1.24% | 3.96% | 4.66% | 2.86% | 2.72% | 1.84% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRAAX (SIMT REAL RETURN FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 07/07/2009 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 3.96 | 4.66 | 2.86 | 2.72 | 1.84 | NA | … | … | 1.24 | 3.69 | 3.66 | 4.07 | -4.93 | 7.09 | 5.08 | 4.59 | -0.04 | 0.43 | 2.54 | -0.61 | -1.49 | -2.39 | 2.23 | 4.70 | 2.69 | 2.90 |
| Sharpe Ratio | NA | 0.54 | 0.52 | 0.09 | 0.39 | NA | NA | … | … | 0.08 | 0.29 | -1.25 | -0.05 | -1.33 | 2.49 | 1.64 | 1.72 | -0.92 | -0.13 | 1.18 | -0.28 | -0.89 | -1.09 | 1.22 | 1.91 | 1.06 | 2.03 |
| Standard Deviation(%) | NA | 1.82 | 2.46 | 3.31 | 2.75 | NA | NA | … | … | 1.92 | 2.92 | 2.34 | 3.65 | 4.78 | 2.83 | 2.95 | 1.85 | 1.47 | 1.64 | 1.98 | 2.28 | 1.68 | 2.21 | 1.80 | 2.45 | 2.45 | 2.92 |
| Draw Down(%) | NA | 0.82 | 1.32 | 6.71 | 6.71 | NA | NA | … | … | 0.82 | 1.41 | 1.43 | 2.09 | 6.71 | 1.41 | 4.51 | 0.70 | 1.15 | 1.08 | 1.38 | 2.09 | 3.42 | 3.74 | 1.21 | 1.70 | 1.84 | 1.91 |
| Yield(%) | 0.00 | 3.28 | 3.36 | 4.28 | 2.91 | 2.31 | 1.96 | … | … | 0.00 | 4.31 | 3.38 | 2.62 | 6.41 | 6.50 | 0.59 | 1.80 | 2.56 | 1.12 | 0.00 | 0.00 | 0.50 | 0.40 | 3.74 | 3.53 | 1.23 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRAAX (SIMT REAL RETURN FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-1.49%
Dec 2012 – Dec 2015 |
-0.45%
Jan 2013 – Jan 2018 |
0.93%
Sep 2012 – Sep 2022 |
1.72%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRAAX (SIMT REAL RETURN FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
5.58%
Dec 2018 – Dec 2021 |
3.83%
Mar 2020 – Mar 2025 |
2.84%
Dec 2015 – Dec 2025 |
2.12%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart