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Sit Small Cap Dividend Growth S (SDFSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.52-0.13 (-0.78%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.63%
5-Year Average Return10.56%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 15, 2024)26.70%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return26.70%
Worst 3-Yr Total Return4.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSDFSXCategory
YTD4.67%20.19%
1-Month-4.81%0.02%
3-Month6.09%4.36%
1-Year18.84%60.18%
3-Year1.80%11.32%
5-Year8.79%13.88%
10-Year0.00%11.19%
Last Bull Market29.92%27.98%
Last Bear Market-16.18%-24.08%

Annual Total Return (%) History

Year
SDFSXCategory
2024
N/AN/A
2023
15.22%N/A
2022
-17.35%N/A
2021
23.28%N/A
2020
16.00%10.99%
2019
26.70%23.75%
2018
-17.29%-12.72%
2017
13.42%12.28%
2016
20.31%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.96%N/AN/AN/A
20233.13%6.04%-4.43%10.24%
2022-6.97%-16.18%-3.35%9.66%
202111.57%3.16%-0.47%7.62%
2020-24.60%19.86%4.89%22.38%
201913.12%4.68%0.55%6.41%
2018-3.62%2.44%0.77%-16.86%
20172.99%0.92%4.25%4.68%
20164.53%3.60%3.52%7.31%
2015-8.09%1.93%N/AN/A

Rank In Category (By Total Return)

YTD3
1-Month7
3-Month4
1-Year16
3-Year31
5-Year22

Load Adjusted Returns

1-Year18.84%
3-Year1.80%
5-Year8.79%
10-YearN/A