Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVAYX (SIMT LARGE CAP VALUE FUND CLASS Y) | 8.47% | 22.86% | 16.22% | 9.63% | 10.89% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVAYX (SIMT LARGE CAP VALUE FUND CLASS Y) | 11/04/2015 | 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 (%) | -1.01 | 22.86 | 16.22 | 9.63 | 10.89 | NA | NA | … | … | 8.47 | 6.02 | 12.95 | 9.10 | -4.90 | 28.01 | -2.15 | 22.99 | -9.50 | 17.69 | 15.20 | -4.53 |
| Sharpe Ratio | NA | 2.17 | 1.08 | 0.48 | 0.52 | NA | NA | … | … | 1.86 | 0.16 | 0.84 | 0.42 | -0.31 | 1.99 | -0.06 | 1.78 | -0.70 | 2.16 | 0.99 | -1.60 |
| Standard Deviation(%) | NA | 10.98 | 13.12 | 14.99 | 17.98 | NA | NA | … | … | 11.22 | 20.28 | 11.16 | 13.18 | 20.24 | 14.03 | 38.15 | 12.08 | 15.54 | 7.90 | 15.20 | 16.22 |
| Draw Down(%) | NA | 6.12 | 15.46 | 19.29 | 40.38 | NA | NA | … | … | 6.12 | 14.55 | 7.33 | 11.41 | 19.29 | 6.03 | 40.38 | 7.78 | 20.18 | 4.26 | 12.57 | 6.67 |
| Yield(%) | 0.00 | 14.16 | 10.69 | 8.47 | 8.69 | 5.74 | 4.30 | … | … | 0.00 | 15.49 | 9.19 | 7.29 | 8.67 | 7.52 | 2.14 | 4.53 | 9.99 | 5.64 | 1.92 | 12.41 |
Data as of 06/10/2026, Common starting date is 11/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVAYX (SIMT LARGE CAP VALUE FUND CLASS Y) |
-3.84%
Mar 2017 – Mar 2020 |
4.58%
Sep 2017 – Sep 2022 |
10.20%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVAYX (SIMT LARGE CAP VALUE FUND CLASS Y) |
19.62%
Mar 2020 – Mar 2023 |
16.41%
Mar 2020 – Mar 2025 |
11.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart