UK markets open in 7 hours 13 minutes

Sit MN Tax-Free Income (SMTFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.45+0.04 (+0.43%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.91%
5-year average return0.66%
Number of years up26
Number of years down4
Best 1-yr total return (5 May 2024)22.04%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return22.04%
Worst 3-yr total return-1.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMTFXCategory
YTD0.21%0.85%
1-month-1.01%0.25%
3-month-0.07%1.34%
1-year2.78%3.68%
3-year-1.68%3.93%
5-year0.55%2.46%
10-year2.04%3.57%
Last bull market8.18%4.91%
Last bear market-4.35%5.76%

Annual total return (%) history

Year
SMTFXCategory
2024
N/AN/A
2023
4.23%N/A
2022
-10.58%N/A
2021
2.64%N/A
2020
3.58%3.71%
2019
6.70%6.35%
2018
1.03%0.37%
2017
5.83%4.38%
2016
0.14%-0.13%
2015
3.54%2.75%
2014
9.91%8.58%
2013
-3.12%-3.07%
2012
7.25%6.66%
2011
10.64%10.32%
2010
3.18%1.62%
2009
22.04%15.72%
2008
-10.75%-6.48%
2007
1.04%1.35%
2006
4.93%4.19%
2005
4.44%3.11%
2004
3.68%3.89%
2003
4.41%5.14%
2002
7.06%8.01%
2001
5.85%4.46%
2000
8.09%10.11%
1999
-3.91%-4.03%
1998
6.14%5.67%
1997
8.22%8.26%
1996
5.90%3.33%
1995
11.89%15.27%
1994
0.63%-5.73%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.23%N/AN/AN/A
20231.82%0.99%-3.60%5.16%
2022-7.02%-4.35%-3.54%4.24%
20210.00%1.86%-0.32%1.08%
2020-2.23%2.15%1.86%1.82%
20192.60%1.98%1.65%0.32%
2018-0.48%0.89%-0.10%0.72%
20171.20%2.06%0.94%1.51%
20161.54%2.74%-0.30%-3.72%
20151.20%-0.60%1.41%1.50%
20144.33%2.36%1.65%1.26%
20130.63%-3.02%-1.54%0.83%
20122.19%2.21%1.84%0.83%
20110.51%4.18%3.63%1.96%
20101.45%1.99%3.29%-3.46%
20097.45%4.02%8.51%0.62%
2008-0.44%0.96%-3.74%-7.75%
20070.84%-0.13%0.46%-0.13%
20060.61%0.56%2.57%1.12%
20050.60%2.26%0.51%1.01%
20041.56%-0.98%1.71%1.36%
20031.01%1.43%0.47%1.43%
20020.93%2.52%2.65%0.79%
20012.00%1.07%2.62%0.05%
20001.67%1.03%2.51%2.65%
19990.65%-0.75%-1.57%-2.28%
19981.08%1.45%2.62%0.86%
19970.36%2.56%2.34%2.73%
19960.02%1.22%2.56%1.99%
19954.47%2.02%1.80%3.13%
1994-2.37%2.11%0.97%-0.03%

Rank in category (by total return)

YTD1
1-month31
3-month1
1-year10
3-year61
5-year60

Load adjusted returns

1-year2.78%
3-year-1.68%
5-year0.55%
10-year2.04%