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SNIGX vs. AEM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SNIGX vs. AEM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SIT Large Cap Growth Fund (SNIGX) and Agnico Eagle Mines Limited (AEM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SNIGX achieves a 1.36% return, which is significantly higher than AEM's -7.48% return. Over the past 10 years, SNIGX has outperformed AEM with an annualized return of 16.33%, while AEM has yielded a comparatively lower 13.66% annualized return.


SNIGX

1D
-0.22%
1M
-4.03%
YTD
1.36%
6M
0.55%
1Y
15.48%
3Y*
18.51%
5Y*
10.78%
10Y*
16.33%

AEM

1D
1.77%
1M
-13.29%
YTD
-7.48%
6M
-13.51%
1Y
31.61%
3Y*
49.77%
5Y*
23.06%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SNIGX vs. AEM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SNIGX
SIT Large Cap Growth Fund
1.36%15.24%26.21%39.68%-28.26%28.39%33.99%32.89%-3.28%27.78%
AEM
Agnico Eagle Mines Limited
-7.48%119.53%46.04%8.98%1.08%-22.81%17.39%54.18%-11.51%10.92%

Correlation

The correlation between SNIGX and AEM is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (10Y)
Calculated over the trailing 10-year period

0.15

Correlation (All Time)
Calculated using the full available price history since Sep 7, 1984

0.07

Over the past year, SNIGX and AEM have become more correlated (0.30) than their long-term average of 0.07, meaning their price movements have been converging.

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Return for Risk

SNIGX vs. AEM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SNIGX
SNIGX Risk / Return Rank: 2222
Overall Rank
SNIGX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
SNIGX Sortino Ratio Rank: 2222
Sortino Ratio Rank
SNIGX Omega Ratio Rank: 2323
Omega Ratio Rank
SNIGX Calmar Ratio Rank: 1818
Calmar Ratio Rank
SNIGX Martin Ratio Rank: 2323
Martin Ratio Rank

AEM
AEM Risk / Return Rank: 6363
Overall Rank
AEM Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
AEM Sortino Ratio Rank: 6060
Sortino Ratio Rank
AEM Omega Ratio Rank: 6161
Omega Ratio Rank
AEM Calmar Ratio Rank: 6161
Calmar Ratio Rank
AEM Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SNIGX vs. AEM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SIT Large Cap Growth Fund (SNIGX) and Agnico Eagle Mines Limited (AEM). 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.

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.


SNIGXAEMDifference
Sharpe ratioReturn per unit of total volatility

+0.43

Sortino ratioReturn per unit of downside risk

+0.48

Omega ratioGain probability vs. loss probability

1.20

1.15

+0.05

Calmar ratioReturn relative to maximum drawdown

1.24

0.81

+0.44

Martin ratioReturn relative to average drawdown

4.68

2.09

+2.59

SNIGX vs. AEM - Sharpe Ratio Comparison

The current SNIGX Sharpe Ratio is 1.14, which is higher than the AEM Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of SNIGX and AEM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SNIGX vs. AEM - Drawdown Comparison

The maximum SNIGX drawdown since its inception was -64.95%, smaller than the maximum AEM drawdown of -90.49%. Use the drawdown chart below to compare losses from any high point for SNIGX and AEM.


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Drawdown Indicators


SNIGXAEMDifference

Max Drawdown

Largest peak-to-trough decline

-64.95%

-90.49%

+25.54%

Max Drawdown (1Y)

Largest decline over 1 year

-12.99%

-39.39%

+26.40%

Max Drawdown (3Y)

Largest decline over 3 years

-21.39%

-39.39%

+18.00%

Max Drawdown (5Y)

Largest decline over 5 years

-32.14%

-41.97%

+9.83%

Max Drawdown (10Y)

Largest decline over 10 years

-32.14%

-53.86%

+21.72%

Current Drawdown

Current decline from peak

-5.85%

-37.92%

+32.07%

Average Drawdown

Average peak-to-trough decline

-15.73%

-46.64%

+30.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.45%

15.19%

-11.74%

Volatility

SNIGX vs. AEM - Volatility Comparison

The current volatility for SIT Large Cap Growth Fund (SNIGX) is 5.03%, while Agnico Eagle Mines Limited (AEM) has a volatility of 16.09%. This indicates that SNIGX experiences smaller price fluctuations and is considered to be less risky than AEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SNIGXAEMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.03%

16.09%

-11.06%

Volatility (6M)

Calculated over the trailing 6-month period

11.03%

36.69%

-25.66%

Volatility (1Y)

Calculated over the trailing 1-year period

14.22%

44.90%

-30.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.20%

37.18%

-16.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.52%

37.42%

-16.90%

Dividends

SNIGX vs. AEM - Dividend Comparison

SNIGX's dividend yield for the trailing twelve months is around 2.10%, more than AEM's 1.09% yield.


PositionTTM20252024202320222021202020192018201720162015
AEM
Agnico Eagle Mines Limited
1.09%0.94%2.05%2.92%3.08%2.63%2.36%0.89%1.09%0.89%0.86%1.22%
SNIGX
SIT Large Cap Growth Fund
2.10%2.13%4.01%1.84%3.87%5.89%5.33%9.56%10.20%11.95%7.73%29.92%

Frequently Asked Questions


SNIGX and AEM have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AEM has higher volatility (16.09%) compared to SNIGX (5.03%). In terms of maximum drawdown, SNIGX dropped -64.95% vs AEM's -90.49%.

SNIGX currently has the higher Sharpe Ratio (1.14 vs 0.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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