Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUFAX (SIMT U.S. FIXED INCOME FUND SIMT U.S. FIXED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | NA | -1.18% | 1.19% | 2.33% | NA | NA | NA | … | … |
Data as of 08/17/2018, Common starting date is 07/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUFAX (SIMT U.S. FIXED INCOME FUND SIMT U.S. FIXED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 07/08/2009 | 08/17/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.18 | 1.19 | 2.33 | NA | NA | NA | … | … | -1.51 | 3.13 | 2.27 | 0.29 | 5.90 | -2.23 | 6.00 | 7.63 | 5.16 | 1.69 |
| Sharpe Ratio | NA | -0.75 | 0.21 | 0.61 | NA | NA | NA | … | … | -1.10 | 0.85 | 0.66 | 0.07 | 2.27 | -0.67 | 2.27 | 2.04 | 1.43 | 1.00 |
| Standard Deviation(%) | NA | 2.99 | 3.14 | 3.16 | NA | NA | NA | … | … | 3.25 | 2.96 | 3.11 | 3.73 | 2.59 | 3.39 | 2.64 | 3.73 | 3.55 | 3.42 |
| Draw Down(%) | NA | 3.57 | 4.46 | 4.46 | NA | NA | NA | … | … | 3.21 | 1.53 | 4.46 | 2.86 | 1.15 | 5.04 | 1.23 | 1.54 | 2.96 | 1.92 |
| Yield(%) | 0.00 | 1.86 | 2.64 | 2.52 | 2.98 | 1.99 | 1.49 | … | … | 1.14 | 1.72 | 3.35 | 2.98 | 2.28 | 1.97 | 5.47 | 5.65 | 4.48 | 0.00 |
Data as of 08/17/2018, Common starting date is 07/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUFAX (SIMT U.S. FIXED INCOME FUND SIMT U.S. FIXED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
0.66%
Apr 2015 – Apr 2018 |
1.19%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUFAX (SIMT U.S. FIXED INCOME FUND SIMT U.S. FIXED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
6.26%
Dec 2009 – Dec 2012 |
4.55%
Jan 2010 – Jan 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart