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Sit Tax-Free Income Fund

Ranked 5 out of 82 in General & Insured Municipal Debt Funds over 12 months

All calculations are in USD unless stated

The Fund seeks to provide a high level of current income that is exempt from federal income tax consistent with the preservation of capital by investing in investment grade municipal securities.

sector performance

General & Insured Municipal Debt Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 7.7% 1.5% 2.5% 1.3% 2.3%
2016 0.7% 1.8% 3.2% -0.3% -3.9%
2015 3.9% 0.9% -1.5% 2.2% 2.4%
2014 14.5% 5.3% 3.9% 1.9% 2.7%
2013 -4.5% 0.9% -4.5% -1.7% 0.8%
2012 10.2% 2.7% 3.0% 3.1% 1.0%
2011 10.7% 0.3% 3.9% 3.9% 2.2%
2010 2.5% 2.5% 2.2% 2.9% -4.9%
2009 22.4% 6.6% 5.6% 9.7% -0.9%
2008 -15.8% -1.2% 0.9% -4.3% -11.7%
2007 0.2% 0.8% 0.1% 0.0% -0.6%
2006 3.6% 0.4% -0.1% 2.3% 1.0%
2005 3.3% 0.3% 1.6% 0.5% 0.9%
2004 4.0% 1.7% -0.6% 2.1% 0.7%
2003 2.9% 0.7% 1.0% 0.2% 1.0%
2002 5.7% 0.5% 2.2% 2.7% 0.2%
2001 5.8% 2.2% 0.9% 2.9% -0.3%
2000 8.4% 1.6% 1.2% 2.6% 2.8%
1999 -4.1% 0.5% -1.3% -1.6% -1.7%
1998 6.3% 1.4% 1.4% 2.8% 0.5%
1997 9.8% 0.7% 3.0% 3.1% 2.7%
1996 5.7% -0.4% 1.4% 2.3% 2.3%
1995 12.9% 4.4% 2.4% 2.2% 3.4%
1994 -0.6% -3.1% 1.8% 0.9% -0.2%
1993 10.5% 2.9% 2.8% 3.1% 1.3%
1992 7.7% 0.7% 3.0% 2.0% 1.8%
1991 9.3% 1.7% 2.2% 2.8% 2.4%
1990 7.3% 1.6% 1.8% 1.8% 1.9%
1989 8.4% 1.5% 2.7% 1.9% 2.1%
1988 2.2%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/09/1988
  • Share Class size194Mn
  • Base currencyUSD
  • ISINUS8297991056

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

  • Annual management0.80%