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Nasdaq - Delayed Quote USD
Sit ESG Growth S (SESGX)
21.55
-0.62
(-2.80%)
As of 8:07:02 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.68% |
| 5y Average Return | 12.10% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Mar 7, 2025) | 26.35% |
| Worst 1Y Total Return (Mar 7, 2025) | -- |
| Best 3Y Total Return | 26.35% |
| Worst 3Y Total Return | 2.90% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SESGX
Category
- YTD
- 1.68%
- 12.08%
- 1-Month
- 0.22%
- 0.64%
- 3-Month
- -0.50%
- 6.49%
- 1-Year
- 16.23%
- 38.01%
- 3-Year
- 10.89%
- 12.74%
- 5-Year
- 12.55%
- 12.82%
- 10-Year
- 0.00%
- 9.05%
- Last Bull Market
- 17.60%
- 18.82%
- Last Bear Market
- -14.99%
- -20.53%
Annual Total Return (%) History
Year
SESGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.14% | 5.22% | 5.20% | 0.21% |
| 2023 | 9.48% | 7.98% | -4.79% | 12.26% |
| 2022 | -9.69% | -14.99% | -8.28% | 11.84% |
| 2021 | 2.40% | 8.41% | -0.61% | 8.46% |
| 2020 | -17.98% | 18.90% | 7.55% | 10.24% |
| 2019 | 10.20% | 5.03% | 0.46% | 8.42% |
| 2018 | -2.33% | 1.31% | 5.11% | -11.21% |
| 2017 | 5.30% | 5.13% | 4.53% | 6.70% |
| 2016 | 0.38% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 83 |
| 1-Month | 26 |
| 3-Month | 58 |
| 1-Year | 11 |
| 3-Year | 6 |
| 5-Year | 33 |
Load Adjusted Returns
| 1-Year | 16.23% |
| 3-Year | 10.89% |
| 5-Year | 12.55% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.68% |
| 5y Average Return | 12.10% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Sit |
| Net Assets | 12M |
| YTD Return | 1.68% |
| Yield | 0.35% |
| Morningstar Rating | |
| Inception Date | Jul 01, 2016 |
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.
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