SSCDX vs. SIBAX
Compare and contrast key facts about Sit Small Cap Dividend Growth Fund (SSCDX) and SIT Balanced Fund (SIBAX).
SSCDX is managed by Sit. It was launched on Mar 31, 2015. SIBAX is managed by Sit. It was launched on Dec 30, 1993.
Performance
SSCDX vs. SIBAX - Performance Comparison
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SSCDX vs. SIBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SIBAX SIT Balanced Fund | -7.32% | 13.57% | 18.02% | 22.64% | -20.90% | 17.10% | 20.75% | 20.71% | -2.75% | 17.73% |
Returns By Period
In the year-to-date period, SSCDX achieves a 3.52% return, which is significantly higher than SIBAX's -7.32% return. Over the past 10 years, SSCDX has outperformed SIBAX with an annualized return of 9.84%, while SIBAX has yielded a comparatively lower 9.29% annualized return.
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%
SIBAX
- 1D
- 0.08%
- 1M
- -5.99%
- YTD
- -7.32%
- 6M
- -5.15%
- 1Y
- 10.39%
- 3Y*
- 12.77%
- 5Y*
- 6.76%
- 10Y*
- 9.29%
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SSCDX vs. SIBAX - Expense Ratio Comparison
SSCDX has a 1.35% expense ratio, which is higher than SIBAX's 0.91% expense ratio.
Return for Risk
SSCDX vs. SIBAX — Risk / Return Rank
SSCDX
SIBAX
SSCDX vs. SIBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sit Small Cap Dividend Growth Fund (SSCDX) and SIT Balanced Fund (SIBAX). 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.
| SSCDX | SIBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.85 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.30 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.10 | +0.59 |
Martin ratioReturn relative to average drawdown | 7.32 | 4.27 | +3.06 |
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
| SSCDX | SIBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.85 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.55 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.77 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.61 | -0.18 |
Correlation
The correlation between SSCDX and SIBAX is 0.77, 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
SSCDX vs. SIBAX - Dividend Comparison
SSCDX's dividend yield for the trailing twelve months is around 2.13%, less than SIBAX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SIBAX SIT Balanced Fund | 3.66% | 3.39% | 2.46% | 1.36% | 4.93% | 4.02% | 1.55% | 6.37% | 2.05% | 5.20% | 1.62% | 6.53% |
Drawdowns
SSCDX vs. SIBAX - Drawdown Comparison
The maximum SSCDX drawdown since its inception was -38.79%, smaller than the maximum SIBAX drawdown of -40.93%. Use the drawdown chart below to compare losses from any high point for SSCDX and SIBAX.
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Drawdown Indicators
| SSCDX | SIBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -40.93% | +2.14% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -8.51% | -4.67% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -24.75% | -2.31% |
Max Drawdown (10Y)Largest decline over 10 years | -38.79% | -24.75% | -14.04% |
Current DrawdownCurrent decline from peak | -8.22% | -8.44% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -7.79% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.19% | +0.85% |
Volatility
SSCDX vs. SIBAX - Volatility Comparison
Sit Small Cap Dividend Growth Fund (SSCDX) has a higher volatility of 5.97% compared to SIT Balanced Fund (SIBAX) at 3.37%. This indicates that SSCDX's price experiences larger fluctuations and is considered to be riskier than SIBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCDX | SIBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 3.37% | +2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 7.02% | +5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 12.56% | +8.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 12.42% | +7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 12.17% | +8.45% |