SSCDX vs. TSCSX
Compare and contrast key facts about Sit Small Cap Dividend Growth Fund (SSCDX) and Thrivent Small Cap Stock Fund Class S (TSCSX).
SSCDX is managed by Sit. It was launched on Mar 31, 2015. TSCSX is managed by Thrivent. It was launched on Jul 1, 1996.
Performance
SSCDX vs. TSCSX - Performance Comparison
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SSCDX vs. TSCSX - 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% |
TSCSX Thrivent Small Cap Stock Fund Class S | -3.28% | 2.36% | 12.73% | 12.47% | -10.94% | 24.22% | 22.87% | 27.92% | -10.52% | 21.22% |
Returns By Period
In the year-to-date period, SSCDX achieves a 3.52% return, which is significantly higher than TSCSX's -3.28% return. Over the past 10 years, SSCDX has underperformed TSCSX with an annualized return of 9.84%, while TSCSX has yielded a comparatively higher 11.51% 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%
TSCSX
- 1D
- -1.17%
- 1M
- -9.54%
- YTD
- -3.28%
- 6M
- -1.94%
- 1Y
- 10.06%
- 3Y*
- 6.13%
- 5Y*
- 4.01%
- 10Y*
- 11.51%
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SSCDX vs. TSCSX - Expense Ratio Comparison
SSCDX has a 1.35% expense ratio, which is higher than TSCSX's 0.80% expense ratio.
Return for Risk
SSCDX vs. TSCSX — Risk / Return Rank
SSCDX
TSCSX
SSCDX vs. TSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sit Small Cap Dividend Growth Fund (SSCDX) and Thrivent Small Cap Stock Fund Class S (TSCSX). 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 | TSCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.46 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.71 | 0.81 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.11 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 0.56 | +1.13 |
Martin ratioReturn relative to average drawdown | 7.32 | 2.01 | +5.31 |
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 | TSCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.46 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.19 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.52 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.39 | +0.04 |
Correlation
The correlation between SSCDX and TSCSX is 0.95, 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. TSCSX - Dividend Comparison
SSCDX's dividend yield for the trailing twelve months is around 2.13%, less than TSCSX's 2.44% 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% |
TSCSX Thrivent Small Cap Stock Fund Class S | 2.44% | 2.36% | 3.18% | 0.46% | 9.60% | 11.33% | 1.60% | 8.72% | 15.00% | 6.68% | 4.19% | 8.34% |
Drawdowns
SSCDX vs. TSCSX - Drawdown Comparison
The maximum SSCDX drawdown since its inception was -38.79%, smaller than the maximum TSCSX drawdown of -56.66%. Use the drawdown chart below to compare losses from any high point for SSCDX and TSCSX.
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Drawdown Indicators
| SSCDX | TSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -56.66% | +17.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -14.31% | +1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -27.04% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -38.79% | -41.63% | +2.84% |
Current DrawdownCurrent decline from peak | -8.22% | -11.36% | +3.14% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -10.29% | +3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.96% | -0.92% |
Volatility
SSCDX vs. TSCSX - Volatility Comparison
The current volatility for Sit Small Cap Dividend Growth Fund (SSCDX) is 5.97%, while Thrivent Small Cap Stock Fund Class S (TSCSX) has a volatility of 6.31%. This indicates that SSCDX experiences smaller price fluctuations and is considered to be less risky than TSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCDX | TSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 6.31% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 12.48% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 22.16% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 21.65% | -1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 22.08% | -1.46% |