Simt Sampp 500 Fund Manager Performance Evaluation
| SSPIX Fund | USD 98.61 -0.58 -0.58% |
The fund secures a Beta (Market Risk) of 0.67, which means possible diversification benefits within a given portfolio. SIMT SP moves in the same direction as the market but with less intensity, offering a degree of cushion during selloffs.
Risk-Adjusted Performance
Contained
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Simt Sampp 500 rank lower than 6% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong forward indicators, SIMT SP is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 31st of January 2026 | |
| Expense Ratio | 0.2500 |
SIMT |
Relative Risk vs. Return Landscape
If you had invested $ 9,321 in Simt Sampp 500 on December 14, 2025 and sold it today you would have earned a total of $ 540.00 from holding Simt Sampp 500 or generated 5.79% return on investment over 90 days. Simt Sampp 500 is currently producing a 0.099% return and carries 1.1789% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than SIMT, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Simt Sampp 500
Below is the normalized historical share price chart for Simt Sampp 500 extending back to July 09, 1997. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of SIMT SP stands at 98.61, as last reported on the 14th of March 2026, with the highest price reaching 98.61 and the lowest price hitting 98.61 during the day.Macro event markers
Target Price Odds to finish over Current Price
For SIMT Mutual Fund, the tendency of price to converge toward a long-term average provides a useful baseline for forecasting. Nonetheless, studies have found that some funds are persistently mispriced, with the spread correcting only when market dynamics shift significantly.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 98.61 | 90 days | 98.61 | about 82.3 |
Based on standard probability analysis, the odds of SIMT SP moving above the current price in 90 days from now are about 82.3 (The chart above shows the probability distribution of SIMT Mutual Fund prices over the next 90 days).
SIMT SP Price Density |
| Price |
Predictive Modules for SIMT SP
Accurately predicting the fund market is one of the most challenging tasks in investing. For Simt Sampp 500, a range of forecasting tools can be applied, though none offer certainty. Despite this, systematic forecasting is a critical step in the investment process — comparing methods and results helps investors develop a more nuanced view of potential outcomes.The mean reversion principle applied to SIMT SP's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, and SIMT SP has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Simt Sampp 500 should monitor SIMT SP's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.67 | |
σ | Overall volatility | 2.87 | |
Ir | Information ratio | 0.11 |
Investor Alerts and Insights
Alerts and suggestions for SIMT SP give investors a structured way to monitor the fund for material events. Simt Sampp 500 notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| Latest headline from news.google.com: Is Schwab MarketTrack Allocation Equity Portfolio Currently a Top Choice Among Mutual Funds - Bitget | |
| The fund maintains 99.2% of its assets in stocks |
SIMT SP Fundamentals Growth
SIMT Mutual Fund performance is fundamentally tied to SIMT SP's financial health and growth outlook. Revenue and earnings trends, operating margins, and capital structure decisions all play a significant role in shaping investor expectations for SIMT Mutual Fund.
| Price To Earning | 19.06 X | |||
| Price To Book | 2.68 X | |||
| Price To Sales | 1.87 X | |||
| Total Asset | 1.03 B | |||
Performance Metrics & Calculation Methodology
SIMT SP performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
Inputs for Simt Sampp 500 come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.