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Nasdaq - Delayed Quote USD
Sit Global Dividend Growth S (GDGSX)
27.55
-0.64
(-2.27%)
At close: 8:01:16 PM EDT
Fund Summary
The fund invests at least 80% of its net assets in dividend-paying common stocks issued by U.S. and foreign companies. It diversifies its investments among a number of different countries throughout the world. The fund will invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are deemed unfavorable).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.41% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 0.58% |
| 5y Average Return | 12.43% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GDGSX | Category Average | GDGSX | Category Average | GDGSX | Category Average | |
| Alpha | 0.83 | -0.01 | 0.54 | -0.01 | 0.12 | -0 |
| BETA | 0.9 | 0.01 | 0.95 | 0.01 | 0.94 | 0.01 |
| Mean Annual Return | 0.86 | 0.01 | 1.13 | 0.01 | 0.79 | 0.01 |
| R-squared | 95.74 | 0.95 | 95.89 | 0.93 | 94.5 | 0.91 |
| Standard Deviation | 14.82 | 0.18 | 16.56 | 0.15 | 14.24 | 0.15 |
| Sharpe Ratio | 0.4 | 0.01 | 0.66 | 0.01 | 0.53 | 0.01 |
| Treynor Ratio | 5.71 | 0.12 | 10.7 | 0.12 | 7.3 | 0.09 |
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