Nasdaq - Delayed Quote USD

Sit Small Cap Dividend Growth I (SSCDX)

18.13 +0.08 (+0.44%)
At close: 6:45 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.11%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 21.46%
5y Average Return 12.48%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
SSCDXCategory AverageSSCDXCategory AverageSSCDXCategory Average
Alpha -4.53 -0.09 -4.14 -0.06 -- -0.06
BETA 1.08 0.01 1.07 0.01 -- 0.01
Mean Annual Return 0.75 0.01 1.12 0.01 -- 0.01
R-squared 77.82 0.83 81.78 0.77 -- 0.78
Standard Deviation 21.34 0.26 21.36 0.21 -- 0.19
Sharpe Ratio 0.24 0 0.51 0.01 -- 0.01
Treynor Ratio 2.88 0.08 8.62 0.1 -- 0.09

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