SSMGX vs. SNIGX
Compare and contrast key facts about SIT Small Cap Growth Fund (SSMGX) and SIT Large Cap Growth Fund (SNIGX).
SSMGX is managed by Sit. It was launched on Jul 1, 1994. SNIGX is managed by Sit. It was launched on Sep 2, 1982.
Performance
SSMGX vs. SNIGX - Performance Comparison
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SSMGX vs. SNIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, SSMGX achieves a 4.90% return, which is significantly higher than SNIGX's -8.44% return. Over the past 10 years, SSMGX has underperformed SNIGX with an annualized return of 9.94%, while SNIGX has yielded a comparatively higher 14.59% annualized return.
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%
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%
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SSMGX vs. SNIGX - Expense Ratio Comparison
SSMGX has a 1.50% expense ratio, which is higher than SNIGX's 1.00% expense ratio.
Return for Risk
SSMGX vs. SNIGX — Risk / Return Rank
SSMGX
SNIGX
SSMGX vs. SNIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Small Cap Growth Fund (SSMGX) and SIT Large Cap Growth Fund (SNIGX). 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.
| SSMGX | SNIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.79 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.29 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.26 | +0.78 |
Martin ratioReturn relative to average drawdown | 8.41 | 4.73 | +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
| SSMGX | SNIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.79 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.52 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.71 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.51 | -0.15 |
Correlation
The correlation between SSMGX and SNIGX 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
SSMGX vs. SNIGX - Dividend Comparison
SSMGX's dividend yield for the trailing twelve months is around 5.22%, more than SNIGX's 2.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
SSMGX vs. SNIGX - Drawdown Comparison
The maximum SSMGX drawdown since its inception was -65.75%, roughly equal to the maximum SNIGX drawdown of -64.95%. Use the drawdown chart below to compare losses from any high point for SSMGX and SNIGX.
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Drawdown Indicators
| SSMGX | SNIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.75% | -64.95% | -0.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.50% | -12.99% | -0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -34.37% | -32.14% | -2.23% |
Max Drawdown (10Y)Largest decline over 10 years | -35.72% | -32.14% | -3.58% |
Current DrawdownCurrent decline from peak | -6.79% | -10.01% | +3.22% |
Average DrawdownAverage peak-to-trough decline | -19.15% | -15.81% | -3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.45% | -0.18% |
Volatility
SSMGX vs. SNIGX - Volatility Comparison
SIT Small Cap Growth Fund (SSMGX) has a higher volatility of 8.28% compared to SIT Large Cap Growth Fund (SNIGX) at 5.98%. This indicates that SSMGX's price experiences larger fluctuations and is considered to be riskier than SNIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSMGX | SNIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 5.98% | +2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 10.92% | +3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 20.22% | +2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.82% | 20.17% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 20.48% | +1.06% |