SIT Large Cap Growth Fund (SNIGX)
The fund invests at least 80% of its net assets in the common stocks of companies with capitalizations of $5 billion or more at the time of purchase. It focuses on stocks issued by companies with long records of earnings and revenue growth. The Adviser invests in domestic growth-oriented companies the advisor believes exhibit the potential for superior growth.
Fund Info
US8297971090
829797109
Sep 2, 1982
$5,000
Large-Cap
Growth
Expense Ratio
SNIGX has a high expense ratio of 1.00%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
SIT Large Cap Growth Fund (SNIGX) returned -2.38% year-to-date (YTD) and 12.35% over the past 12 months. Over the past 10 years, SNIGX delivered an annualized return of 13.63%, outperforming the S&P 500 benchmark at 10.85%.
SNIGX
-2.38%
7.06%
-1.77%
12.35%
16.27%
15.21%
13.63%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SNIGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.63% | -3.22% | -7.52% | 0.24% | 7.06% | -2.38% | |||||||
| 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% | 3.76% | -0.99% | -5.59% | -0.64% | 10.15% | 4.18% | 39.84% |
| 2022 | -8.17% | -5.41% | 3.49% | -11.61% | -0.98% | -7.79% | 11.14% | -4.77% | -10.35% | 7.29% | 4.42% | -6.91% | -28.22% |
| 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% |
| 2020 | 2.52% | -7.11% | -10.55% | 14.81% | 7.15% | 3.98% | 6.48% | 9.88% | -5.18% | -3.01% | 10.03% | 3.86% | 33.99% |
| 2019 | 7.26% | 3.66% | 2.98% | 4.78% | -7.22% | 7.16% | 2.42% | -1.79% | 0.49% | 2.56% | 4.17% | 3.18% | 32.89% |
| 2018 | 6.41% | -1.88% | -2.81% | -0.07% | 3.74% | -0.63% | 3.59% | 4.33% | 0.57% | -8.18% | 2.01% | -9.10% | -3.28% |
| 2017 | 2.48% | 4.73% | 1.13% | 2.15% | 3.18% | -0.10% | 2.47% | 1.56% | 0.69% | 4.16% | 2.26% | 0.18% | 27.78% |
| 2016 | -4.78% | -0.43% | 5.50% | -1.91% | 1.61% | -1.29% | 4.66% | 0.37% | 0.18% | -1.95% | 1.43% | 1.34% | 4.38% |
| 2015 | -1.87% | 6.72% | -1.78% | -0.23% | 2.72% | -1.58% | 3.03% | -5.82% | -2.40% | 8.19% | -0.14% | -2.00% | 4.01% |
| 2014 | -3.47% | 5.09% | -1.35% | -0.57% | 2.63% | 1.90% | -1.10% | 4.35% | -1.73% | 2.97% | 2.92% | -0.22% | 11.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SNIGX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SIT Large Cap Growth Fund (SNIGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
SIT Large Cap Growth Fund provided a 4.11% dividend yield over the last twelve months, with an annual payout of $3.08 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.08 | $3.08 | $1.23 | $1.81 | $3.92 | $2.92 | $4.13 | $3.64 | $4.85 | $2.74 | $10.95 | $10.54 |
Dividend yield | 4.11% | 4.01% | 1.94% | 3.93% | 5.89% | 5.33% | 9.56% | 10.20% | 11.95% | 7.73% | 29.92% | 23.16% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $1.16 | $1.23 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $1.78 | $1.81 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.92 | $2.92 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.13 | $4.13 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.64 | $3.64 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.85 | $4.85 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.74 | $2.74 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.95 | $10.95 |
| 2014 | $10.54 | $10.54 |
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 2846 trading sessions.
The current SIT Large Cap Growth Fund drawdown is 5.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.95% | Mar 28, 2000 | 578 | Jul 23, 2002 | 2846 | Nov 15, 2013 | 3424 |
| -32.09% | Dec 28, 2021 | 202 | Oct 14, 2022 | 312 | Jan 12, 2024 | 514 |
| -32.06% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -27.26% | Jul 21, 1998 | 58 | Oct 8, 1998 | 58 | Dec 29, 1998 | 116 |
| -21.39% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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