Nasdaq - Delayed Quote USD

Sit Small Cap Dividend Growth I (SSCDX)

16.46
-0.45
(-2.66%)
As of 8:07:14 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.25%
5y Average Return 13.02%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 20, 2025) 27.11%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 27.11%
Worst 3Y Total Return 3.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SSCDX
Category
YTD
-7.16%
20.19%
1-Month
-1.41%
0.02%
3-Month
-10.58%
4.36%
1-Year
2.37%
60.18%
3-Year
6.62%
11.32%
5-Year
12.16%
13.88%
10-Year
7.26%
11.19%
Last Bull Market
20.14%
27.98%
Last Bear Market
-16.17%
-24.08%

Annual Total Return (%) History

Year
SSCDX
Category
2025
--
--
2024
15.48%
--
2023
15.49%
--
2022
-17.07%
--
2021
23.59%
--
2020
16.20%
10.99%
2019
27.11%
23.75%
2018
-17.07%
-12.72%

2017
13.69%
12.28%
2016
20.59%
20.78%
2015
--
-5.38%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.83% -- -- --
2024 9.95% -1.46% 9.57% -2.73%
2023 3.13% 6.11% -4.30% 10.29%
2022 -6.85% -16.17% -3.21% 9.71%
2021 11.64% 3.28% -0.47% 7.69%
2020 -24.58% 19.93% 4.95% 22.42%
2019 13.22% 4.73% 0.61% 6.54%
2018 -3.54% 2.50% 0.83% -16.82%
2017 3.08% 0.98% 4.31% 4.72%
2016 4.53% 3.66% 3.68% 7.34%

2015 -7.93% 1.95% -- --

Rank in Category (By Total Return)

YTD 10
1-Month 13
3-Month 11
1-Year 23
3-Year 14
5-Year 41

Load Adjusted Returns

1-Year 2.37%
3-Year 6.62%
5-Year 12.16%
10-Year 7.26%

Performance & Risk

YTD Return -0.25%
5y Average Return 13.02%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Sit
Net Assets 34.35M
YTD Return -7.16%
Yield 0.99%
Morningstar Rating
Inception Date Mar 31, 2015

Fund Summary

The fund seeks to achieve its objectives by investing at least 80% of its net assets in small cap dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities (including Treasury bills, notes and bonds), and closed-end investment companies. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S.

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