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SEI Institutional Managed Trust - Dynamic Asset Allocation Fund (SDYYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.41+0.07 (+0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.61%
5-year average return14.80%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)30.88%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.88%
Worst 3-yr total return6.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDYYXCategory
YTD14.87%5.31%
1-month3.56%-4.19%
3-month4.70%3.90%
1-year22.82%20.31%
3-year9.33%6.48%
5-year14.87%11.78%
10-year0.00%10.96%
Last bull market23.00%25.56%
Last bear market-15.56%-15.11%

Annual total return (%) history

Year
SDYYXCategory
2024
N/AN/A
2023
21.42%22.32%
2022
-16.26%-16.96%
2021
30.88%26.07%
2020
20.22%15.83%
2019
27.13%28.78%
2018
-8.10%-6.27%
2017
19.29%20.44%
2016
11.68%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.71%4.70%N/AN/A
20236.15%6.98%-2.94%10.16%
2022-2.44%-15.56%-5.00%7.01%
20217.53%8.78%1.15%10.62%
2020-19.09%21.04%9.16%12.45%
201912.80%3.55%0.91%7.86%
2018-1.92%2.03%5.66%-13.10%
20175.89%2.92%4.03%5.21%
2016-0.83%2.60%3.55%5.99%
20156.93%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month26
3-month12
1-year52
3-year34
5-year24

Load adjusted returns

1-year22.82%
3-year9.33%
5-year14.87%
10-yearN/A