- ISIN
- US8297971090
- CUSIP
- 829797109
- Issuer
- Sit
- Inception Date
- Sep 2, 1982
- Category
- Large Cap Growth Equities
- Min. Investment
- $5,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
SNIGX Performance Chart
SIT Large Cap Growth Fund (SNIGX) is up 4.2% since the beginning of the year. SNIGX is currently trading at $90 per share. Investors who bought $1,000 worth of SNIGX shares 5 years ago would now be looking at an investment worth $1,757.
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Returns By Period
SIT Large Cap Growth Fund (SNIGX) has returned 4.23% so far this year and 21.94% over the past 12 months. Looking at the last ten years, SNIGX has achieved an annualized return of 16.34%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
SIT Large Cap Growth Fund
- 1D
- 1.28%
- 1M
- -1.23%
- YTD
- 4.23%
- 6M
- 4.37%
- 1Y
- 21.94%
- 3Y*
- 19.09%
- 5Y*
- 11.93%
- 10Y*
- 16.34%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SNIGX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 1983, SNIGX's average daily return is +0.05%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +14.8%, while the worst month was Oct 1987 at -18.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SNIGX closed higher 54% of trading days. The best single day was Aug 6, 1986 with a return of +20.8%, while the worst single day was Aug 4, 1986 at -17.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.58% | -2.86% | -5.20% | 11.35% | 4.80% | -2.45% | 4.23% | ||||||
| 2025 | 1.63% | -3.22% | -7.52% | 0.24% | 7.03% | 6.02% | 2.47% | 1.33% | 4.03% | 4.06% | -0.53% | -0.38% | 15.24% |
| 2024 | 2.39% | 4.65% | 2.01% | -4.04% | 4.90% | 7.13% | -0.99% | 1.45% | 1.52% | -0.61% | 4.97% | 0.63% | 26.21% |
| 2023 | 6.82% | -2.19% | 7.48% | 1.59% | 4.62% | 5.97% | 3.64% | -0.99% | -5.59% | -0.64% | 10.15% | 4.18% | 39.68% |
| 2022 | -8.17% | -5.41% | 3.49% | -11.61% | -0.98% | -7.79% | 11.14% | -4.77% | -10.35% | 7.22% | 4.42% | -6.91% | -28.26% |
| 2021 | -1.51% | 1.59% | 2.46% | 7.02% | -0.53% | 5.21% | 4.01% | 3.89% | -6.17% | 8.12% | -0.80% | 2.83% | 28.39% |
Benchmark Metrics
SIT Large Cap Growth Fund has an annualized alpha of 1.65%, beta of 0.99, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since January 03, 1983.
- This fund captured 102.43% of S&P 500 Index gains but only 96.27% of its losses - a favorable profile for investors.
- With beta of 0.99 and R2 of 0.84, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.65%
- Beta
- 0.99
- R²
- 0.84
- Upside Capture
- 102.43%
- Downside Capture
- 96.27%
Expense Ratio
SNIGX has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SNIGX ranks 28 for risk / return — below 28% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for SIT Large Cap Growth Fund (SNIGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SNIGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.78 | -1.15 |
| Martin ratioReturn relative to average drawdown | 6.25 | 12.44 | -6.19 |
Dividends
Dividend History
SIT Large Cap Growth Fund provided a 2.04% dividend yield over the last twelve months, with an annual payout of $1.85 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.85 | $1.85 | $3.08 | $1.16 | $1.78 | $3.92 | $2.92 | $4.13 | $3.64 | $4.85 | $2.74 | $10.95 |
Dividend yield | 2.04% | 2.13% | 4.01% | 1.84% | 3.87% | 5.89% | 5.33% | 9.56% | 10.20% | 11.95% | 7.73% | 29.92% |
Monthly Dividends
The table displays the monthly dividend distributions for SIT Large Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.85 | $1.85 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.08 | $3.08 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.16 | $1.16 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.78 | $1.78 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.92 | $3.92 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the SIT Large Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SIT Large Cap Growth Fund was 64.95%, occurring on Jul 23, 2002. Recovery took 2851 trading sessions.
The current SIT Large Cap Growth Fund drawdown is 3.19%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -64.95%Jul 2002 | 2y 3mo | 11y 3mo | 13y 7moMar 2000 - Nov 2013 |
Bear market2022 | -32.14%Oct 2022 | 9mo 20d | 1y 3mo | 2y 21dDec 2021 - Jan 2024 |
COVID crash2020 | -32.06%Mar 2020 | 1mo 2d | 2mo 19d | 3mo 21dFeb 2020 - Jun 2020 |
1998 bear market1998 | -27.26%Oct 1998 | 2mo 19d | 2mo 22d | 5mo 11dJul 1998 - Dec 1998 |
1986 bear market1986 | -27.00%Aug 1986 | 1mo 3d | 5mo 20d | 6mo 23dJul 1986 - Jan 1987 |
Drawdown Indicators
| SNIGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.95% | -56.78% | -8.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -9.10% | -3.89% |
Max Drawdown (3Y)Largest decline over 3 years | -21.39% | -18.90% | -2.49% |
Max Drawdown (5Y)Largest decline over 5 years | -32.14% | -25.43% | -6.71% |
Max Drawdown (10Y)Largest decline over 10 years | -32.14% | -33.92% | +1.78% |
Current DrawdownCurrent decline from peak | -3.19% | -1.80% | -1.39% |
Average DrawdownAverage peak-to-trough decline | -15.74% | -10.71% | -5.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 2.03% | +1.37% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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