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SEI Tax-Managed Mgd Volatility Y (SIMT) (STVYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.14+0.13 (+0.68%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.61%
5-year average return9.50%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)24.32%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return24.32%
Worst 3-yr total return7.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTVYXCategory
YTD6.88%17.52%
1-month-3.07%-0.87%
3-month4.36%5.51%
1-year11.53%42.88%
3-year8.60%11.93%
5-year9.34%12.07%
10-year9.62%10.95%
Last bull market17.67%23.18%
Last bear market-7.83%-17.87%

Annual total return (%) history

Year
STVYXCategory
2024
N/AN/A
2023
7.82%N/A
2022
-2.82%N/A
2021
24.32%N/A
2020
1.59%2.91%
2019
24.31%25.04%
2018
-2.61%-8.53%
2017
15.48%15.94%
2016
12.05%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.26%N/AN/AN/A
20230.78%3.30%-3.36%7.17%
2022-0.05%-7.83%-4.61%10.59%
20215.00%6.05%0.40%11.20%
2020-20.26%11.91%5.09%8.33%
201910.44%4.12%2.75%5.21%
2018-1.54%1.29%7.41%-9.08%
20175.05%1.75%2.77%5.12%
20165.63%3.15%-0.14%2.98%
2015-1.96%3.33%N/AN/A

Rank in category (by total return)

YTD11
1-month19
3-month40
1-year72
3-year11
5-year46

Load adjusted returns

1-year11.53%
3-year8.60%
5-year9.34%
10-year9.62%