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Nasdaq - Delayed Quote USD

Sit Small Cap Growth (SSMGX)

57.31
+5.20
+(9.98%)
At close: 8:04:08 PM EDT

Fund Summary

The fund seeks to achieve its objective by investing, under normal market conditions, at least 80% of its net assets in common stocks of companies with capitalizations at the time of purchase of up to $3.0 billion, or up to the market capitalization of the largest company included in the Russell 2000® Index measured at the end of the previous twelve months. The Russell 2000® Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index (which is made up of the 3,000 largest U.S. companies based on total market capitalization).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.93%
Worst 1Y Total Return --
Number of Years Up 23
Number of Years Down 7

Performance & Risk

YTD Return -20.48%
5y Average Return 8.43%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SSMGXCategory AverageSSMGXCategory AverageSSMGXCategory Average
Alpha -8.8 0.01 -7.16 0.01 -6.99 -0.02
BETA 1.15 0.01 1.14 0.01 1.14 0.01
Mean Annual Return 0.18 0.02 1.13 0.02 0.63 0.01
R-squared 83.06 0.82 81.51 0.79 82.9 0.8
Standard Deviation 21.71 0.23 21.28 0.19 19.3 0.17
Sharpe Ratio -0.11 0.01 0.51 0.01 0.29 0.01
Treynor Ratio -4.1 0.18 8.08 0.17 3.43 0.12

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