Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Sit Tax-Free Income (SNTIX)

8.44
+0.21
+(2.55%)
At close: 8:04:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.49%
5y Average Return 0.82%
Number of Years Up 31
Number of Years Down 5
Best 1Y Total Return (Apr 8, 2025) 14.60%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 14.60%
Worst 3Y Total Return -2.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SNTIX
Category
YTD
-0.54%
1.33%
1-Month
-2.02%
0.30%
3-Month
-0.54%
1.53%
1-Year
3.03%
4.61%
3-Year
1.17%
4.51%
5-Year
1.06%
2.72%
10-Year
2.16%
3.64%
Last Bull Market
6.22%
5.19%
Last Bear Market
-5.91%
5.33%

Annual Total Return (%) History

Year
SNTIX
Category
2025
--
--
2024
5.30%
--
2023
5.01%
--
2022
-12.84%
--
2021
3.24%
--
2020
4.01%
4.51%
2019
7.08%
6.91%
2018
0.70%
0.78%

2017
7.68%
4.61%
2016
0.64%
-0.20%
2015
3.91%
2.50%
2014
14.60%
6.77%
2013
-4.46%
-2.27%
2012
9.92%
5.62%
2011
10.75%
9.00%
2010
2.49%
2.22%
2009
22.42%
11.41%
2008
-15.77%
-2.32%
2007
0.26%
2.75%
2006
3.54%
3.67%
2005
3.30%
1.80%
2004
3.96%
2.83%
2003
2.87%
4.10%
2002
5.69%
8.57%
2001
5.84%
4.39%
2000
8.32%
9.16%
1999
-4.01%
-2.06%
1998
6.29%
5.53%
1997
9.87%
7.50%
1996
5.69%
3.66%
1995
12.86%
12.80%
1994
-0.63%
-3.22%
1993
10.41%
9.92%
1992
7.76%
8.02%
1991
9.25%
10.05%
1990
7.29%
6.04%
1989
8.38%
8.38%
1988
--
8.40%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.54% -- -- --
2024 1.64% 1.55% 2.88% -0.84%
2023 1.77% 1.30% -4.44% 6.59%
2022 -7.44% -5.91% -2.86% 3.02%
2021 0.20% 2.18% -0.45% 1.29%
2020 -2.35% 1.99% 1.90% 2.49%
2019 2.85% 1.95% 1.68% 0.43%
2018 -0.10% 0.81% -0.35% 0.33%
2017 1.49% 2.44% 1.24% 2.30%
2016 1.76% 3.22% -0.32% -3.88%

2015 0.91% -1.54% 2.17% 2.36%
2014 5.32% 3.90% 1.90% 2.77%
2013 0.81% -4.44% -1.64% 0.82%
2012 2.69% 3.03% 2.82% 1.05%
2011 0.27% 3.93% 3.94% 2.25%
2010 2.50% 2.17% 2.92% -4.90%
2009 6.60% 5.62% 9.71% -0.89%
2008 -1.19% 0.85% -4.32% -11.66%
2007 0.81% 0.09% -0.01% -0.62%
2006 0.36% -0.08% 2.24% 0.99%
2005 0.31% 1.57% 0.54% 0.84%
2004 1.70% -0.56% 2.06% 0.73%
2003 0.70% 0.99% 0.17% 0.99%
2002 0.50% 2.16% 2.69% 0.24%
2001 2.23% 0.89% 2.91% -0.29%
2000 1.58% 1.14% 2.57% 2.79%
1999 0.50% -1.30% -1.62% -1.64%
1998 1.45% 1.36% 2.81% 0.53%
1997 0.70% 3.02% 3.13% 2.69%
1996 -0.40% 1.42% 2.27% 2.31%
1995 4.35% 2.35% 2.24% 3.36%
1994 -3.09% 1.77% 0.93% -0.17%
1993 2.85% 2.81% 3.05% 1.33%
1992 0.70% 3.00% 2.02% 1.83%
1991 1.67% 2.17% 2.76% 2.35%
1990 1.61% 1.78% 1.84% 1.87%
1989 1.54% 2.65% 1.86% 2.07%
1988 2.30% -- -- --

Rank in Category (By Total Return)

YTD 89
1-Month 93
3-Month 89
1-Year 5
3-Year 81
5-Year 55

Load Adjusted Returns

1-Year 3.03%
3-Year 1.17%
5-Year 1.06%
10-Year 2.16%

Performance & Risk

YTD Return -3.49%
5y Average Return 0.82%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Muni National Interm
Fund Family Sit
Net Assets 155.75M
YTD Return -0.54%
Yield 3.62%
Morningstar Rating
Inception Date Sep 29, 1988

Fund Summary

The fund seeks to achieve its objective by investing primarily in municipal securities that generate interest income that is exempt from regular federal income tax. It invests 100% (and, as a fundamental policy, no less than 80%) of its net assets in such tax-exempt municipal securities. Municipal securities are debt obligations issued by or for U.S. states, territories, and possessions and the District of Columbia, and their political subdivisions, agencies, and instrumentalities.

Related Tickers