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Sit Balanced (SIBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.05+0.01 (+0.03%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.33%
5-year average return9.03%
Number of years up23
Number of years down7
Best 1-yr total return (28 Apr 2024)23.12%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return23.12%
Worst 3-yr total return3.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSIBAXCategory
YTD6.81%9.69%
1-month2.11%0.91%
3-month6.81%5.21%
1-year23.31%27.06%
3-year6.09%11.00%
5-year10.20%10.26%
10-year8.91%8.34%
Last bull market27.30%15.58%
Last bear market-13.38%-12.16%

Annual total return (%) history

Year
SIBAXCategory
2024
N/AN/A
2023
22.64%N/A
2022
-20.84%N/A
2021
17.14%N/A
2020
20.74%11.72%
2019
20.69%19.23%
2018
-2.73%-5.76%
2017
17.74%13.21%
2016
4.60%7.34%
2015
2.25%-1.93%
2014
9.15%6.21%
2013
18.36%16.48%
2012
9.95%11.72%
2011
2.04%-0.11%
2010
10.51%11.83%
2009
23.12%24.13%
2008
-26.88%-28.00%
2007
10.52%5.99%
2006
7.88%11.29%
2005
7.51%5.13%
2004
9.22%8.86%
2003
19.20%20.35%
2002
-18.59%-12.02%
2001
-12.96%-5.05%
2000
-4.80%1.82%
1999
20.15%10.71%
1998
21.30%13.52%
1997
21.73%19.63%
1996
15.79%13.70%
1995
25.43%25.63%
1994
-0.26%-2.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.81%N/AN/AN/A
20236.23%6.51%-2.68%11.37%
2022-8.11%-13.38%-4.45%4.08%
20211.73%7.67%0.97%5.92%
2020-9.97%16.14%6.38%8.55%
20198.92%3.52%1.22%5.74%
20180.26%1.32%4.59%-8.45%
20175.26%3.45%3.37%4.60%
20160.89%0.30%3.16%0.21%
20152.13%-0.16%-3.33%3.74%
20140.79%3.33%0.93%3.84%
20136.63%0.02%3.74%6.97%
20129.11%-2.53%3.89%-0.49%
20113.39%0.34%-7.65%6.52%
20104.14%-7.07%7.05%6.67%
2009-3.73%10.18%11.54%4.06%
2008-5.35%-0.27%-8.39%-15.45%
20071.44%4.65%4.47%-0.34%
20062.17%-1.89%2.73%4.76%
2005-1.88%3.60%3.46%2.23%
20043.44%0.05%-0.77%6.35%
2003-0.09%9.72%1.71%6.91%
2002-4.35%-10.65%-8.39%3.99%
2001-11.92%2.48%-11.12%8.50%
20005.44%-2.52%0.36%-7.70%
19994.77%0.45%-1.22%15.59%
19989.73%4.63%-7.32%14.00%
1997-0.75%13.61%5.50%2.33%
19962.11%4.46%4.11%4.28%
19955.88%7.75%6.97%2.77%
1994-3.20%-1.41%3.94%0.54%

Rank in category (by total return)

YTD17
1-month80
3-month17
1-year6
3-year14
5-year8

Load adjusted returns

1-year23.31%
3-year6.09%
5-year10.20%
10-year8.91%