Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STLYX (SIMT TAX-MANAGED LARGE CAP FUND CLASS Y) | 5.63% | 18.71% | 16.04% | 9.91% | 12.88% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STLYX (SIMT TAX-MANAGED LARGE CAP 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 (%) | -2.41 | 18.71 | 16.04 | 9.91 | 12.88 | NA | NA | … | … | 5.63 | 16.96 | 14.76 | 17.69 | -13.14 | 28.81 | 12.40 | 28.70 | -6.02 | 21.47 | 8.29 | -0.99 |
| Sharpe Ratio | NA | 1.77 | 1.06 | 0.49 | 0.64 | NA | NA | … | … | 1.20 | 0.88 | 0.99 | 1.14 | -0.65 | 2.23 | 0.34 | 2.23 | -0.44 | 2.92 | 0.56 | -0.07 |
| Standard Deviation(%) | NA | 10.74 | 13.14 | 15.48 | 17.62 | NA | NA | … | … | 12.17 | 16.38 | 11.28 | 12.47 | 22.48 | 12.89 | 35.32 | 12.22 | 16.92 | 7.17 | 14.34 | 15.26 |
| Draw Down(%) | NA | 8.09 | 16.18 | 22.89 | 34.91 | NA | NA | … | … | 8.09 | 16.18 | 6.72 | 10.21 | 22.89 | 5.10 | 34.91 | 6.07 | 20.01 | 3.00 | 12.64 | 12.11 |
| Yield(%) | 0.00 | 1.71 | 5.86 | 5.47 | 7.13 | 4.71 | 3.54 | … | … | 0.00 | 2.04 | 9.65 | 5.97 | 5.66 | 6.36 | 2.85 | 10.40 | 1.91 | 2.53 | 1.19 | 1.02 |
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 |
|---|---|---|---|---|
| STLYX (SIMT TAX-MANAGED LARGE CAP FUND CLASS Y) |
3.06%
Mar 2017 – Mar 2020 |
3.88%
Mar 2015 – Mar 2020 |
9.79%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLYX (SIMT TAX-MANAGED LARGE CAP FUND CLASS Y) |
23.05%
Dec 2018 – Dec 2021 |
16.71%
Oct 2016 – Oct 2021 |
13.36%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart