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Sit Dividend Growth S (SDVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.47-0.05 (-0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.57%
5-year average return12.70%
Number of years up14
Number of years down3
Best 1-yr total return (27 Jun 2024)28.84%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return28.84%
Worst 3-yr total return7.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDVSXCategory
YTD8.32%5.31%
1-month3.90%-4.19%
3-month3.50%3.90%
1-year21.64%20.31%
3-year7.04%6.48%
5-year13.44%11.78%
10-year10.55%10.96%
Last bull market21.19%25.56%
Last bear market-13.10%-15.11%

Annual total return (%) history

Year
SDVSXCategory
2024
N/AN/A
2023
14.62%22.32%
2022
-12.20%-16.96%
2021
27.66%26.07%
2020
13.67%15.83%
2019
28.84%28.78%
2018
-6.79%-6.27%
2017
19.88%20.44%
2016
10.49%10.37%
2015
0.25%-1.07%
2014
11.79%10.96%
2013
27.95%31.50%
2012
13.23%14.96%
2011
2.98%-1.27%
2010
16.19%14.01%
2009
25.25%28.17%
2008
-29.77%-37.79%
2007
12.56%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.18%N/AN/AN/A
20232.15%5.74%-4.03%10.57%
2022-4.66%-13.10%-4.20%10.63%
20216.94%6.93%-0.43%12.12%
2020-20.48%18.56%7.71%11.93%
201911.77%3.31%3.58%7.72%
2018-1.37%0.94%6.78%-12.31%
20175.28%3.00%3.52%6.79%
20162.43%1.61%3.11%2.95%
20151.33%-0.68%-6.43%6.46%
20141.19%4.76%0.50%4.93%
201311.27%1.57%3.74%9.14%
201210.18%-2.72%5.77%-0.12%
20115.37%1.19%-14.19%12.56%
20104.05%-9.99%12.21%10.56%
2009-8.78%14.43%13.05%6.13%
2008-5.86%-0.43%-7.39%-19.10%
20072.64%6.27%3.13%0.06%
20060.27%4.85%5.83%N/A

Rank in category (by total return)

YTD72
1-month68
3-month49
1-year80
3-year68
5-year70

Load adjusted returns

1-year21.64%
3-year7.04%
5-year13.44%
10-year10.55%