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Nasdaq - Delayed Quote USD

SEI Institutional Managed Trust Real Estate Fund (SETAX)

16.33
+0.01
+(0.06%)
As of 8:07:12 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.81%
5y Average Return 11.70%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Mar 31, 2025) 43.92%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 43.92%
Worst 3Y Total Return -1.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SETAX
Category
YTD
4.37%
20.43%
1-Month
3.66%
2.69%
3-Month
-2.92%
11.34%
1-Year
17.34%
36.79%
3-Year
3.15%
10.81%
5-Year
8.12%
7.03%
10-Year
6.28%
9.08%
Last Bull Market
28.99%
31.03%
Last Bear Market
-17.13%
-16.60%

Annual Total Return (%) History

Year
SETAX
Category
2024
10.66%
--
2023
15.72%
--
2022
-25.79%
--
2021
43.92%
--
2020
-3.54%
-4.49%
2019
25.27%
27.28%
2018
-5.92%
-5.97%
2017
5.21%
6.22%

2016
6.66%
6.89%
2015
3.80%
2.41%
2014
30.77%
28.03%
2013
1.30%
1.55%
2012
15.36%
17.60%
2011
7.69%
7.51%
2010
28.75%
27.08%
2009
25.08%
31.26%
2008
-41.33%
-39.55%
2007
-16.68%
-14.66%
2006
36.17%
33.58%
2005
16.32%
11.51%
2004
36.94%
32.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.20% -0.11% 16.44% -4.67%
2023 2.52% 3.70% -6.82% 16.80%
2022 -3.51% -17.13% -10.47% 3.66%
2021 9.07% 12.69% 1.49% 15.37%
2020 -22.77% 11.63% 0.85% 10.96%
2019 15.67% 1.92% 7.68% -1.32%
2018 -7.43% 8.97% 0.89% -7.56%
2017 0.17% 0.83% 0.93% 3.21%
2016 4.91% 5.65% -1.34% -2.46%
2015 4.68% -9.95% 2.81% 7.11%

2014 9.99% 6.86% -3.24% 14.99%
2013 6.47% -0.93% -3.02% -0.97%
2012 10.41% 3.07% -0.59% 1.97%
2011 6.86% 3.25% -14.69% 14.42%
2010 9.84% -4.51% 12.82% 8.81%
2009 -33.95% 34.14% 31.02% 7.75%
2008 3.03% -6.19% -1.16% -38.59%
2007 3.43% -9.07% 2.16% -13.28%
2006 15.80% -0.86% 8.02% 9.80%
2005 -6.36% 13.58% 3.99% 5.18%
2004 11.85% -4.36% 8.93% 17.51%

Rank in Category (By Total Return)

YTD 63
1-Month 54
3-Month 30
1-Year 11
3-Year 10
5-Year 5

Load Adjusted Returns

1-Year 17.34%
3-Year 3.15%
5-Year 8.12%
10-Year 6.28%

Performance & Risk

YTD Return 1.81%
5y Average Return 11.70%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family SEI
Net Assets 72.08M
YTD Return 4.37%
Yield 2.39%
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.

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