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SEI Tax-Advantaged Income Y (STET) (STAYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.25+0.01 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.63%
5-year average return2.59%
Number of years up7
Number of years down1
Best 1-yr total return (7 May 2024)10.60%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return10.60%
Worst 3-yr total return-0.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTAYXCategory
YTD1.34%-0.61%
1-month-1.12%0.77%
3-month0.29%1.99%
1-year6.03%3.06%
3-year-0.58%5.69%
5-year2.43%3.75%
10-year3.79%3.84%
Last bull market12.32%4.61%
Last bear market-5.31%1.87%

Annual total return (%) history

Year
STAYXCategory
2024
N/AN/A
2023
7.13%N/A
2022
-11.93%N/A
2021
4.98%N/A
2020
6.35%8.06%
2019
10.60%8.94%
2018
0.77%-0.61%
2017
8.79%4.27%
2016
2.05%3.86%
2015
N/A-0.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.49%N/AN/AN/A
20231.42%1.52%-2.91%7.17%
2022-5.90%-5.31%-3.64%2.59%
20210.91%3.33%0.12%0.56%
2020-5.39%4.92%2.86%4.16%
20193.94%2.50%2.73%1.05%
2018-0.31%1.27%0.61%-0.79%
20173.41%2.80%1.29%1.04%
20161.91%4.15%0.73%-4.55%
20151.54%3.06%N/AN/A

Rank in category (by total return)

YTD2
1-month5
3-month2
1-year1
3-year2
5-year1

Load adjusted returns

1-year6.03%
3-year-0.58%
5-year2.43%
10-year3.79%