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Sit Small Cap Dividend Growth S (SDFSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.02-0.14 (-0.87%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.22%
5-year average return9.54%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)26.70%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.70%
Worst 3-yr total return4.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDFSXCategory
YTD9.83%20.19%
1-month4.93%0.02%
3-month5.19%4.36%
1-year26.99%60.18%
3-year3.42%11.32%
5-year11.40%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-month44
3-month6
1-year15
3-year24
5-year27

Load adjusted returns

1-year26.99%
3-year3.42%
5-year11.40%
10-yearN/A