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Nasdaq - Delayed Quote USD
Sit ESG Growth I (IESGX)
21.76
-0.62
(-2.77%)
As of 8:06:12 AM EDT. Market Open.
Fund Summary
The fund seeks to achieve its objective by investing at least 80% of its net assets in companies that the Adviser believes have strong environmental, social and corporate governance (ESG) practices at the time of purchase. The Adviser invests in growth-oriented companies the advisor believes exhibit the potential for superior growth. The fund focuses on stocks issued by companies with long records of earnings and revenue growth. It invests in the common stock of U.S. and foreign companies, and in American Depository Receipts and Global Depository Receipts of foreign companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.67% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.72% |
| 5y Average Return | 12.40% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IESGX | Category Average | IESGX | Category Average | IESGX | Category Average | |
| Alpha | 1.98 | -0.01 | 0.32 | -0.01 | -- | -0 |
| BETA | 0.98 | 0.01 | 0.98 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.99 | 0.01 | 1.13 | 0.01 | -- | 0.01 |
| R-squared | 94.62 | 0.95 | 94.87 | 0.93 | -- | 0.91 |
| Standard Deviation | 16.26 | 0.18 | 17.1 | 0.15 | -- | 0.15 |
| Sharpe Ratio | 0.47 | 0.01 | 0.64 | 0.01 | -- | 0.01 |
| Treynor Ratio | 6.78 | 0.12 | 10.37 | 0.12 | -- | 0.09 |
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