Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRLVX (SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLAS) | -0.36% | 4.35% | 3.62% | -0.73% | 1.08% | 2.10% | 3.21% | … | … |
Data as of 06/10/2026, Common starting date is 05/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRLVX (SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLAS) | 05/29/1987 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 4.35 | 3.62 | -0.73 | 1.08 | 2.10 | 3.21 | … | … | -0.36 | 7.05 | 0.83 | 5.93 | -15.11 | -1.94 | 4.93 | 9.24 | -0.47 | 3.86 | 3.35 | 0.30 | 6.56 | -1.55 | 8.08 | 7.25 | 10.63 | 18.48 | -7.16 | 4.05 | 4.56 | 1.86 | 4.66 | 4.65 | 7.90 | 6.96 | 12.52 | -2.22 | 8.53 | 9.52 | 3.70 | 20.04 | -4.93 | 7.66 | 4.19 | 14.98 | 7.24 | 10.52 | 7.79 | 3.75 |
| Sharpe Ratio | NA | 0.36 | 0.06 | -0.49 | -0.10 | NA | NA | … | … | -0.75 | 0.89 | -0.46 | 0.29 | -2.04 | -0.55 | 0.71 | 2.17 | -0.59 | 1.10 | 1.00 | 0.07 | 2.54 | -0.49 | 3.30 | 1.96 | 2.56 | 3.58 | -1.11 | 0.23 | 0.34 | -0.14 | 0.95 | 0.90 | 1.58 | 0.86 | 1.94 | -1.24 | 1.19 | 1.38 | 0.01 | 3.70 | -1.35 | 1.88 | 0.46 | 3.33 | 0.58 | 0.99 | 0.97 | 0.67 |
| Standard Deviation(%) | NA | 4.09 | 5.83 | 6.40 | 5.38 | NA | NA | … | … | 4.45 | 4.71 | 6.03 | 7.98 | 8.12 | 3.59 | 6.52 | 3.58 | 3.13 | 2.92 | 3.14 | 3.80 | 2.58 | 3.25 | 2.45 | 3.68 | 4.12 | 5.14 | 7.26 | 3.88 | 3.41 | 2.92 | 3.88 | 4.34 | 4.28 | 5.34 | 4.28 | 4.51 | 4.26 | 4.21 | 4.98 | 4.34 | 5.94 | 2.90 | 3.66 | 3.31 | 2.96 | 4.63 | 2.97 | 3.13 |
| Draw Down(%) | NA | 3.29 | 6.90 | 20.51 | 23.41 | NA | NA | … | … | 3.29 | 2.70 | 4.58 | 8.24 | 19.14 | 3.90 | 8.73 | 2.04 | 3.17 | 1.43 | 3.99 | 2.74 | 1.21 | 4.97 | 1.07 | 1.69 | 2.89 | 3.94 | 14.11 | 2.68 | 2.35 | 2.35 | 3.91 | 4.82 | 2.54 | 5.07 | 3.09 | 4.68 | 2.71 | 2.54 | 4.12 | 2.01 | 7.95 | 2.14 | 2.73 | 1.10 | 1.62 | 2.40 | 0.80 | 1.57 |
| Yield(%) | 0.00 | 3.70 | 3.71 | 2.66 | 2.78 | 3.01 | 3.62 | … | … | 1.61 | 3.64 | 3.90 | 3.44 | 2.07 | 1.53 | 2.15 | 3.93 | 2.69 | 2.12 | 4.41 | 3.42 | 2.56 | 2.76 | 3.04 | 4.26 | 3.79 | 5.53 | 4.98 | 4.90 | 4.70 | 4.10 | 4.51 | 4.38 | 5.89 | 7.09 | 6.51 | 4.91 | 7.83 | 6.39 | 7.98 | 6.89 | 5.43 | 5.62 | 6.34 | 7.26 | 7.57 | 7.65 | 8.17 | 5.55 |
Data as of 06/10/2026, Common starting date is 05/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRLVX (SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLAS) |
-7.56%
Oct 2020 – Oct 2023 |
-2.21%
Jul 2020 – Jul 2025 |
0.41%
Oct 2012 – Oct 2022 |
2.14%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRLVX (SIMT CORE FIXED INCOME FUND SIMT CORE FIXED INCOME FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLAS) |
13.07%
Nov 2008 – Nov 2011 |
9.97%
Sep 1987 – Sep 1992 |
8.05%
Nov 1988 – Nov 1998 |
7.57%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart