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Nasdaq - Delayed Quote USD

SIMT Liquid Alternative Y (LLOAX)

9.64
+0.01
+(0.10%)
At close: May 1 at 6:46:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.23%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Apr 29, 2025) 8.57%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 8.57%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LLOAX
Category
YTD
-3.55%
9.69%
1-Month
-3.46%
0.91%
3-Month
-3.55%
5.21%
1-Year
-1.74%
27.06%
3-Year
0.00%
11.00%
5-Year
0.00%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
1.23%
15.58%
Last Bear Market
0.00%
-12.16%

Annual Total Return (%) History

Year
LLOAX
Category
2025
--
--
2024
8.57%
--
2023
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.55% -- -- --
2024 6.57% 2.85% -1.85% 0.92%
2023 1.70% -0.06% -- --

Rank in Category (By Total Return)

YTD 95
1-Month 76
3-Month 95
1-Year 99
3-Year --
5-Year --

Load Adjusted Returns

1-Year -1.74%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return -5.23%
5y Average Return 0.00%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family SEI
Net Assets 189.2M
YTD Return -3.55%
Yield 3.58%
Morningstar Rating --
Inception Date Jun 30, 2023

Fund Summary

Under normal circumstances, the fund will take long and short positions in investments that provide broad exposure to the global equity, fixed income and currency markets. The fund will invest primarily in exchange-traded derivative instruments, including futures, options, and swaps, but to a lesser extent may invest in derivative instruments that are traded over-the-counter, such as forwards.

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