Canada markets open in 5 hours 32 minutes

Sit Dividend Growth I (SDVGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
15.91+0.03 (+0.19%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.12%
5-Year Average Return12.52%
Number of Years Up17
Number of Years Down3
Best 1 Yr Total Return (May 6, 2024)29.10%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return29.10%
Worst 3-Yr Total Return7.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSDVGXCategory
YTD4.36%14.84%
1-Month-3.60%1.65%
3-Month2.91%7.55%
1-Year15.65%40.47%
3-Year6.42%16.77%
5-Year11.44%16.15%
10-Year10.63%13.21%
Last Bull Market21.26%24.09%
Last Bear Market-13.08%-17.61%

Annual Total Return (%) History

Year
SDVGXCategory
2024
N/AN/A
2023
14.88%N/A
2022
-11.95%N/A
2021
27.97%N/A
2020
13.97%15.83%
2019
29.10%28.78%
2018
-6.57%-6.27%
2017
20.24%20.44%
2016
10.73%10.37%
2015
0.51%-1.07%
2014
12.12%10.96%
2013
28.18%31.50%
2012
13.54%14.96%
2011
3.29%-1.27%
2010
16.43%14.01%
2009
25.59%28.17%
2008
-29.60%-37.79%
2007
12.89%6.16%
2006
18.29%14.17%
2005
9.41%5.88%
2004
10.91%10.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.26%N/AN/AN/A
20232.21%5.77%-3.94%10.64%
2022-4.57%-13.08%-4.11%10.70%
20217.03%6.95%-0.31%12.13%
2020-20.38%18.62%7.73%12.01%
201911.79%3.43%3.62%7.75%
2018-1.31%1.01%6.82%-12.25%
20175.39%3.05%3.57%6.90%
20162.49%1.66%3.23%2.95%
20151.39%-0.62%-6.35%6.51%
20141.30%4.82%0.56%5.00%
201311.31%1.68%3.73%9.18%
201210.24%-2.66%5.89%-0.07%
20115.51%1.24%-14.17%12.67%
20104.13%-9.91%12.25%10.57%
2009-8.66%14.44%13.20%6.14%
2008-5.85%-0.32%-7.24%-19.13%
20072.72%6.40%3.12%0.17%
20066.05%0.35%4.97%5.89%
20051.37%1.47%4.39%1.90%
20041.50%0.25%1.19%7.72%

Rank In Category (By Total Return)

YTD73
1-Month17
3-Month77
1-Year80
3-Year59
5-Year65

Load Adjusted Returns

1-Year15.65%
3-Year6.42%
5-Year11.44%
10-Year10.63%