SDMGX vs. SSCDX
Compare and contrast key facts about SIT Developing Markets Growth Fund (SDMGX) and Sit Small Cap Dividend Growth Fund (SSCDX).
SDMGX is managed by Sit. It was launched on Jun 30, 1994. SSCDX is managed by Sit. It was launched on Mar 31, 2015.
Performance
SDMGX vs. SSCDX - Performance Comparison
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SDMGX vs. SSCDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDMGX SIT Developing Markets Growth Fund | -3.39% | 36.11% | 13.58% | 7.37% | -17.23% | -8.88% | 23.14% | 19.77% | -14.76% | 43.22% |
SSCDX Sit Small Cap Dividend Growth Fund | 3.52% | 12.90% | 15.50% | 15.50% | -17.15% | 23.46% | 16.21% | 27.12% | -17.10% | 13.69% |
Returns By Period
In the year-to-date period, SDMGX achieves a -3.39% return, which is significantly lower than SSCDX's 3.52% return. Over the past 10 years, SDMGX has underperformed SSCDX with an annualized return of 8.37%, while SSCDX has yielded a comparatively higher 9.84% annualized return.
SDMGX
- 1D
- -0.18%
- 1M
- -12.53%
- YTD
- -3.39%
- 6M
- 3.01%
- 1Y
- 34.53%
- 3Y*
- 14.44%
- 5Y*
- 3.67%
- 10Y*
- 8.37%
SSCDX
- 1D
- -1.72%
- 1M
- -7.13%
- YTD
- 3.52%
- 6M
- 5.65%
- 1Y
- 24.10%
- 3Y*
- 14.77%
- 5Y*
- 7.39%
- 10Y*
- 9.84%
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SDMGX vs. SSCDX - Expense Ratio Comparison
SDMGX has a 1.20% expense ratio, which is lower than SSCDX's 1.35% expense ratio.
Return for Risk
SDMGX vs. SSCDX — Risk / Return Rank
SDMGX
SSCDX
SDMGX vs. SSCDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Developing Markets Growth Fund (SDMGX) and Sit Small Cap Dividend Growth Fund (SSCDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SDMGX | SSCDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 1.16 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.34 | 1.71 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.24 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 1.69 | +0.67 |
Martin ratioReturn relative to average drawdown | 9.37 | 7.32 | +2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SDMGX | SSCDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 1.16 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.37 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.48 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.43 | -0.20 |
Correlation
The correlation between SDMGX and SSCDX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SDMGX vs. SSCDX - Dividend Comparison
SDMGX's dividend yield for the trailing twelve months is around 0.90%, less than SSCDX's 2.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDMGX SIT Developing Markets Growth Fund | 0.90% | 0.87% | 4.13% | 2.03% | 2.44% | 2.13% | 0.26% | 1.75% | 1.67% | 1.45% | 0.27% | 3.13% |
SSCDX Sit Small Cap Dividend Growth Fund | 2.13% | 2.21% | 1.79% | 1.07% | 4.26% | 8.47% | 0.77% | 1.33% | 2.69% | 0.85% | 1.16% | 0.87% |
Drawdowns
SDMGX vs. SSCDX - Drawdown Comparison
The maximum SDMGX drawdown since its inception was -67.12%, which is greater than SSCDX's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for SDMGX and SSCDX.
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Drawdown Indicators
| SDMGX | SSCDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.12% | -38.79% | -28.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -13.18% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -40.16% | -27.06% | -13.10% |
Max Drawdown (10Y)Largest decline over 10 years | -44.63% | -38.79% | -5.84% |
Current DrawdownCurrent decline from peak | -13.00% | -8.22% | -4.78% |
Average DrawdownAverage peak-to-trough decline | -23.72% | -7.09% | -16.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 3.04% | +0.24% |
Volatility
SDMGX vs. SSCDX - Volatility Comparison
SIT Developing Markets Growth Fund (SDMGX) has a higher volatility of 8.10% compared to Sit Small Cap Dividend Growth Fund (SSCDX) at 5.97%. This indicates that SDMGX's price experiences larger fluctuations and is considered to be riskier than SSCDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDMGX | SSCDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.10% | 5.97% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 12.14% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.56% | 20.88% | -1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 20.03% | -0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 20.62% | -1.49% |