Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUSYX (SIMT US MANAGED VOLATILITY FUND CLASS Y) | 3.43% | 7.71% | 11.65% | 7.28% | 8.93% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUSYX (SIMT US MANAGED VOLATILITY 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 (%) | -0.15 | 7.71 | 11.65 | 7.28 | 8.93 | NA | NA | … | … | 3.43 | -3.71 | 15.77 | 3.88 | -0.78 | 20.00 | -1.88 | 24.40 | -2.51 | 14.32 | 12.33 | 1.22 |
| Sharpe Ratio | NA | 0.75 | 0.86 | 0.40 | 0.49 | NA | NA | … | … | 0.79 | -0.34 | 1.31 | 0.02 | -0.13 | 1.89 | -0.07 | 2.49 | -0.19 | 2.37 | 1.17 | 0.10 |
| Standard Deviation(%) | NA | 8.66 | 10.63 | 12.08 | 15.18 | NA | NA | … | … | 8.87 | 19.39 | 9.24 | 10.45 | 16.55 | 10.58 | 30.62 | 9.21 | 20.45 | 5.79 | 10.39 | 12.52 |
| Draw Down(%) | NA | 5.40 | 11.58 | 16.42 | 34.08 | NA | NA | … | … | 5.40 | 13.64 | 6.12 | 8.34 | 16.42 | 5.50 | 34.08 | 4.19 | 18.90 | 2.19 | 6.01 | 8.97 |
| Yield(%) | 0.00 | 14.90 | 14.37 | 11.02 | 10.32 | 7.38 | 5.53 | … | … | 0.00 | 16.31 | 17.00 | 12.70 | 10.06 | 18.82 | 1.64 | 5.84 | 12.14 | 9.84 | 4.98 | 6.48 |
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 |
|---|---|---|---|---|
| SUSYX (SIMT US MANAGED VOLATILITY FUND CLASS Y) |
0.69%
Mar 2017 – Mar 2020 |
3.41%
Mar 2015 – Mar 2020 |
8.34%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUSYX (SIMT US MANAGED VOLATILITY FUND CLASS Y) |
14.75%
Mar 2020 – Mar 2023 |
13.67%
Mar 2020 – Mar 2025 |
9.78%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart