SNIGX vs. SSMGX
Compare and contrast key facts about SIT Large Cap Growth Fund (SNIGX) and SIT Small Cap Growth Fund (SSMGX).
SNIGX is managed by Sit. It was launched on Sep 2, 1982. SSMGX is managed by Sit. It was launched on Jul 1, 1994.
Performance
SNIGX vs. SSMGX - Performance Comparison
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SNIGX vs. SSMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNIGX SIT Large Cap Growth Fund | -8.44% | 15.24% | 26.21% | 39.68% | -28.26% | 28.39% | 33.99% | 32.89% | -3.28% | 27.78% |
SSMGX SIT Small Cap Growth Fund | 4.90% | 9.40% | 13.42% | 16.93% | -25.59% | 15.80% | 35.97% | 29.19% | -10.88% | 15.69% |
Returns By Period
In the year-to-date period, SNIGX achieves a -8.44% return, which is significantly lower than SSMGX's 4.90% return. Over the past 10 years, SNIGX has outperformed SSMGX with an annualized return of 14.59%, while SSMGX has yielded a comparatively lower 9.94% annualized return.
SNIGX
- 1D
- 3.42%
- 1M
- -5.48%
- YTD
- -8.44%
- 6M
- -6.00%
- 1Y
- 15.29%
- 3Y*
- 18.32%
- 5Y*
- 10.46%
- 10Y*
- 14.59%
SSMGX
- 1D
- 3.62%
- 1M
- -6.79%
- YTD
- 4.90%
- 6M
- 6.59%
- 1Y
- 27.09%
- 3Y*
- 12.73%
- 5Y*
- 3.64%
- 10Y*
- 9.94%
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SNIGX vs. SSMGX - Expense Ratio Comparison
SNIGX has a 1.00% expense ratio, which is lower than SSMGX's 1.50% expense ratio.
Return for Risk
SNIGX vs. SSMGX — Risk / Return Rank
SNIGX
SSMGX
SNIGX vs. SSMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Large Cap Growth Fund (SNIGX) and SIT Small Cap Growth Fund (SSMGX). 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.
| SNIGX | SSMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.21 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.80 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 2.03 | -0.78 |
Martin ratioReturn relative to average drawdown | 4.73 | 8.41 | -3.67 |
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
| SNIGX | SSMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.21 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.17 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.46 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.36 | +0.15 |
Correlation
The correlation between SNIGX and SSMGX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SNIGX vs. SSMGX - Dividend Comparison
SNIGX's dividend yield for the trailing twelve months is around 2.33%, less than SSMGX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNIGX SIT Large Cap Growth Fund | 2.33% | 2.13% | 4.01% | 1.84% | 3.87% | 5.89% | 5.33% | 9.56% | 10.20% | 11.95% | 7.73% | 29.92% |
SSMGX SIT Small Cap Growth Fund | 5.22% | 5.48% | 4.69% | 3.13% | 1.73% | 15.89% | 3.44% | 3.14% | 9.80% | 6.81% | 0.17% | 10.68% |
Drawdowns
SNIGX vs. SSMGX - Drawdown Comparison
The maximum SNIGX drawdown since its inception was -64.95%, roughly equal to the maximum SSMGX drawdown of -65.75%. Use the drawdown chart below to compare losses from any high point for SNIGX and SSMGX.
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Drawdown Indicators
| SNIGX | SSMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.95% | -65.75% | +0.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -13.50% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -32.14% | -34.37% | +2.23% |
Max Drawdown (10Y)Largest decline over 10 years | -32.14% | -35.72% | +3.58% |
Current DrawdownCurrent decline from peak | -10.01% | -6.79% | -3.22% |
Average DrawdownAverage peak-to-trough decline | -15.81% | -19.15% | +3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 3.27% | +0.18% |
Volatility
SNIGX vs. SSMGX - Volatility Comparison
The current volatility for SIT Large Cap Growth Fund (SNIGX) is 5.98%, while SIT Small Cap Growth Fund (SSMGX) has a volatility of 8.28%. This indicates that SNIGX experiences smaller price fluctuations and is considered to be less risky than SSMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNIGX | SSMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 8.28% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 10.92% | 14.09% | -3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.22% | 23.03% | -2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.17% | 21.82% | -1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 21.54% | -1.06% |