SSMGX vs. SSCDX
Compare and contrast key facts about SIT Small Cap Growth Fund (SSMGX) and Sit Small Cap Dividend Growth Fund (SSCDX).
SSMGX is managed by Sit. It was launched on Jul 1, 1994. SSCDX is managed by Sit. It was launched on Mar 31, 2015.
Performance
SSMGX vs. SSCDX - Performance Comparison
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SSMGX vs. SSCDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSMGX SIT Small Cap Growth Fund | 1.24% | 9.40% | 13.42% | 16.93% | -25.59% | 15.80% | 35.97% | 29.19% | -10.88% | 15.69% |
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% |
Returns By Period
In the year-to-date period, SSMGX achieves a 1.24% return, which is significantly lower than SSCDX's 3.52% return. Both investments have delivered pretty close results over the past 10 years, with SSMGX having a 9.55% annualized return and SSCDX not far ahead at 9.84%.
SSMGX
- 1D
- -2.56%
- 1M
- -9.50%
- YTD
- 1.24%
- 6M
- 3.23%
- 1Y
- 23.28%
- 3Y*
- 11.40%
- 5Y*
- 3.28%
- 10Y*
- 9.55%
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%
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SSMGX vs. SSCDX - Expense Ratio Comparison
SSMGX has a 1.50% expense ratio, which is higher than SSCDX's 1.35% expense ratio.
Return for Risk
SSMGX vs. SSCDX — Risk / Return Rank
SSMGX
SSCDX
SSMGX vs. SSCDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Small Cap Growth Fund (SSMGX) and Sit Small Cap Dividend Growth Fund (SSCDX). 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 | SSCDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.16 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.71 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.69 | -0.13 |
Martin ratioReturn relative to average drawdown | 6.49 | 7.32 | -0.83 |
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 | SSCDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.16 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.37 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.48 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.43 | -0.08 |
Correlation
The correlation between SSMGX and SSCDX is 0.93, 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. SSCDX - Dividend Comparison
SSMGX's dividend yield for the trailing twelve months is around 5.41%, more than SSCDX's 2.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSMGX SIT Small Cap Growth Fund | 5.41% | 5.48% | 4.69% | 3.13% | 1.73% | 15.89% | 3.44% | 3.14% | 9.80% | 6.81% | 0.17% | 10.68% |
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% |
Drawdowns
SSMGX vs. SSCDX - Drawdown Comparison
The maximum SSMGX drawdown since its inception was -65.75%, which is greater than SSCDX's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for SSMGX and SSCDX.
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Drawdown Indicators
| SSMGX | SSCDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.75% | -38.79% | -26.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.50% | -13.18% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -34.37% | -27.06% | -7.31% |
Max Drawdown (10Y)Largest decline over 10 years | -35.72% | -38.79% | +3.07% |
Current DrawdownCurrent decline from peak | -10.05% | -8.22% | -1.83% |
Average DrawdownAverage peak-to-trough decline | -19.15% | -7.09% | -12.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.04% | +0.20% |
Volatility
SSMGX vs. SSCDX - Volatility Comparison
SIT Small Cap Growth Fund (SSMGX) has a higher volatility of 7.29% compared to Sit Small Cap Dividend Growth Fund (SSCDX) at 5.97%. This indicates that SSMGX's price experiences larger fluctuations and is considered to be riskier than SSCDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSMGX | SSCDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 5.97% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 13.65% | 12.14% | +1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.81% | 20.88% | +1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.77% | 20.03% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 20.62% | +0.89% |