Nasdaq - Delayed Quote USD

SEI Real Estate I (SIMT) (SEIRX)

16.23
+0.20
+(1.25%)
At close: 8:02:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.97%
5y Average Return 11.26%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (May 14, 2025) 43.54%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 43.54%
Worst 3Y Total Return -1.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SEIRX
Category
YTD
-0.09%
20.43%
1-Month
-1.75%
2.69%
3-Month
-0.71%
11.34%
1-Year
19.74%
36.79%
3-Year
0.74%
10.81%
5-Year
9.33%
7.03%
10-Year
6.02%
9.08%
Last Bull Market
28.77%
31.03%
Last Bear Market
-17.14%
-16.60%

Annual Total Return (%) History

Year
SEIRX
Category
2025
--
--
2024
10.45%
--
2023
15.50%
--
2022
-25.94%
--
2021
43.54%
--
2020
-3.75%
-4.49%
2019
25.02%
27.28%
2018
-6.18%
-5.97%

2017
4.98%
6.22%
2016
6.47%
6.89%
2015
3.53%
2.41%
2014
30.45%
28.03%
2013
1.09%
1.55%
2012
15.12%
17.60%
2011
7.45%
7.51%
2010
28.45%
27.08%
2009
24.77%
31.26%
2008
-41.50%
-39.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.69% -- -- --
2024 -0.26% -0.17% 16.36% -4.67%
2023 2.46% 3.65% -6.84% 16.74%
2022 -3.57% -17.14% -10.47% 3.53%
2021 9.01% 12.59% 1.44% 15.28%
2020 -22.80% 11.57% 0.72% 10.95%
2019 15.60% 1.87% 7.57% -1.31%
2018 -7.55% 8.98% 0.77% -7.59%
2017 0.06% 0.77% 0.87% 3.21%
2016 4.85% 5.61% -1.41% -2.47%

2015 4.63% -10.01% 2.68% 7.08%
2014 9.86% 6.81% -3.31% 14.98%
2013 6.42% -1.00% -3.09% -0.99%
2012 10.28% 3.08% -0.67% 1.95%
2011 6.78% 3.17% -14.73% 14.38%
2010 9.68% -4.52% 12.76% 8.77%
2009 -33.98% 34.14% 30.88% 7.65%
2008 2.92% -6.25% -1.22% -38.62%

Rank in Category (By Total Return)

YTD 49
1-Month 38
3-Month 39
1-Year 6
3-Year 10
5-Year 13

Load Adjusted Returns

1-Year 19.74%
3-Year 0.74%
5-Year 9.33%
10-Year 6.02%

Performance & Risk

YTD Return -0.97%
5y Average Return 11.26%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family SEI
Net Assets 62.26M
YTD Return -0.09%
Yield 2.26%
Morningstar Rating
Inception Date Nov 13, 2003

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of real estate companies (e.g., common stocks, rights, warrants, exchange-traded funds (ETFs), convertible securities and preferred stocks of real estate investment trusts (REITs) and real estate operating companies (REOCs)). Generally, it will invest in real estate companies operating in the United States.

Related Tickers