Nasdaq - Delayed Quote USD

Sit Small Cap Growth (SSMGX)

63.81 -0.21 (-0.33%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.75%
5y Average Return 8.87%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 35.93%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 35.93%
Worst 3Y Total Return 0.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SSMGX
Category
YTD
11.50%
10.80%
1-Month
5.22%
4.43%
3-Month
11.50%
7.00%
1-Year
22.63%
48.17%
3-Year
1.54%
21.26%
5-Year
10.94%
20.18%
10-Year
7.66%
14.07%
Last Bull Market
42.03%
27.14%
Last Bear Market
-19.03%
-21.26%

Annual Total Return (%) History

Year
SSMGX
Category
2024
--
--
2023
16.83%
--
2022
-25.55%
--
2021
16.24%
--
2020
35.93%
39.26%
2019
29.17%
32.52%
2018
-10.71%
-6.65%
2017
15.71%
23.91%

2016
3.56%
6.03%
2015
-2.66%
-0.95%
2014
1.46%
7.00%
2013
35.66%
34.93%
2012
14.40%
14.07%
2011
-0.23%
-3.96%
2010
27.28%
24.61%
2009
33.06%
39.11%
2008
-42.96%
-43.77%
2007
20.43%
15.09%
2006
7.99%
9.00%
2005
18.52%
9.84%
2004
6.79%
13.23%
2003
34.57%
35.96%
2002
-26.22%
-27.24%
2001
-28.19%
-19.98%
2000
6.25%
-4.78%
1999
108.63%
60.49%
1998
1.97%
18.76%
1997
7.63%
17.98%
1996
14.97%
18.11%
1995
52.16%
34.57%
1994
--
-1.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.50% -- -- --
2023 6.23% 6.50% -5.49% 9.26%
2022 -11.10% -19.03% -2.90% 6.52%
2021 7.68% 4.40% -2.07% 5.59%
2020 -20.43% 28.33% 8.43% 22.77%
2019 17.78% 5.96% -4.20% 8.04%
2018 0.13% 4.55% 7.33% -20.53%
2017 4.36% 3.00% 4.78% 2.73%
2016 -5.02% -1.55% 5.51% 4.98%
2015 6.27% 1.95% -11.33% 1.32%

2014 -0.03% -0.37% -3.80% 5.89%
2013 8.01% 2.06% 13.92% 8.03%
2012 17.12% -5.61% 2.10% 1.36%
2011 9.62% 0.53% -19.74% 12.81%
2010 8.09% -7.34% 12.77% 12.68%
2009 -7.96% 19.69% 14.60% 5.39%
2008 -15.75% 7.87% -14.93% -26.22%
2007 5.73% 10.98% 6.85% -3.94%
2006 11.27% -5.08% -4.72% 7.31%
2005 -3.55% 7.60% 12.80% 1.25%
2004 3.12% -2.01% -6.13% 12.59%
2003 -3.06% 20.02% 5.13% 10.02%
2002 -5.20% -11.84% -16.42% 5.62%
2001 -23.92% 8.37% -25.70% 17.22%
2000 26.12% -2.45% 7.55% -19.70%
1999 -4.41% 18.70% 11.71% 64.59%
1998 7.79% -1.26% -17.09% 15.56%
1997 -14.38% 19.77% 16.19% -9.67%
1996 3.58% 10.50% 3.13% -2.60%
1995 10.45% 10.03% 20.24% 4.13%
1994 3.02% -- -- --

Rank in Category (By Total Return)

YTD 25
1-Month 8
3-Month 25
1-Year 55
3-Year 59
5-Year 52

Load Adjusted Returns

1-Year 22.63%
3-Year 1.54%
5-Year 10.94%
10-Year 7.66%

Performance & Risk

YTD Return 5.75%
5y Average Return 8.87%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Sit
Net Assets 116.06M
YTD Return 11.50%
Yield 0.00%
Morningstar Rating
Inception Date Jul 01, 1994

Fund Summary

The fund seeks to achieve its objective by investing, under normal market conditions, at least 80% of its net assets in common stocks of companies with capitalizations at the time of purchase of up to $3.0 billion, or up to the market capitalization of the largest company included in the Russell 2000® Index measured at the end of the previous twelve months. The Russell 2000® Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index (which is made up of the 3,000 largest U.S. companies based on total market capitalization).

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