Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSMGX (SIT SMALL CAP GROWTH FUND SIT SMALL CAP GROWTH FUND) | 14.60% | 28.79% | 16.06% | 2.16% | 8.74% | 8.16% | 7.34% | … | … |
Data as of 06/05/2026, Common starting date is 12/06/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSMGX (SIT SMALL CAP GROWTH FUND SIT SMALL CAP GROWTH FUND) | 12/06/1995 | 06/05/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 28.79 | 16.06 | 2.16 | 8.74 | 8.16 | 7.34 | … | … | 14.60 | 9.40 | 13.42 | 16.93 | -25.50 | -0.36 | 31.33 | 29.17 | -10.87 | 15.69 | 3.56 | -2.81 | 1.71 | 35.66 | 14.40 | -0.23 | 27.28 | 33.06 | -42.52 | 20.43 | 7.99 | 18.52 | 6.79 | 35.13 | -25.80 | -28.19 | 6.34 | 108.63 | 1.97 | 7.63 | 14.98 | 1.99 |
| Sharpe Ratio | NA | 1.42 | 0.64 | -0.01 | 0.32 | NA | NA | … | … | 1.65 | 0.28 | 0.56 | 0.74 | -0.92 | -0.01 | 0.87 | 1.82 | -0.64 | 1.44 | 0.19 | -0.17 | 0.10 | 2.69 | 0.89 | -0.01 | 1.30 | 1.11 | -0.98 | 0.95 | 0.27 | 1.09 | 0.33 | 1.80 | -1.03 | -1.00 | 0.05 | 4.05 | -0.06 | 0.20 | 0.66 | 1.63 |
| Standard Deviation(%) | NA | 18.39 | 19.88 | 23.22 | 22.39 | NA | NA | … | … | 21.19 | 22.95 | 17.58 | 18.14 | 29.44 | 26.21 | 35.68 | 15.26 | 19.13 | 10.47 | 17.77 | 16.86 | 16.32 | 13.26 | 16.20 | 30.32 | 20.86 | 29.72 | 44.37 | 18.18 | 17.32 | 14.93 | 17.62 | 19.16 | 26.24 | 30.94 | 45.67 | 25.96 | 25.78 | 19.69 | 17.11 | 19.99 |
| Draw Down(%) | NA | 10.05 | 26.67 | 43.53 | 43.53 | NA | NA | … | … | 10.05 | 25.63 | 9.87 | 18.05 | 30.81 | 23.05 | 35.72 | 9.72 | 26.54 | 4.16 | 17.74 | 16.08 | 13.41 | 5.47 | 11.31 | 25.87 | 13.82 | 24.79 | 54.61 | 10.93 | 17.32 | 9.29 | 21.52 | 12.19 | 36.15 | 43.40 | 35.58 | 14.90 | 35.99 | 19.37 | 14.87 | 4.90 |
| Yield(%) | 0.00 | 5.84 | 5.11 | 2.39 | 4.15 | 5.05 | 4.81 | … | … | 0.00 | 5.67 | 5.15 | 3.56 | 1.36 | 0.00 | 0.00 | 3.93 | 7.92 | 7.32 | 0.18 | 9.42 | 11.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 | 0.49 | 0.12 | 1.74 | 0.00 | 16.21 | 3.73 | 4.85 | 0.86 |
Data as of 06/05/2026, Common starting date is 12/06/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMGX (SIT SMALL CAP GROWTH FUND SIT SMALL CAP GROWTH FUND) |
-26.09%
Feb 2000 – Feb 2003 |
-9.35%
Feb 2000 – Feb 2005 |
-3.48%
Aug 2000 – Aug 2010 |
2.28%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMGX (SIT SMALL CAP GROWTH FUND SIT SMALL CAP GROWTH FUND) |
49.97%
Mar 1997 – Mar 2000 |
25.60%
Feb 2009 – Feb 2014 |
14.28%
Feb 2009 – Feb 2019 |
11.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart