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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.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 43.92%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 5

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

Risk Statistics

3 Years 5 Years 10 Years
SETAXCategory AverageSETAXCategory AverageSETAXCategory Average
Alpha -5.58 -0.01 -4.45 -0.05 -1.57 0.02
BETA 1.14 0.01 1.08 0.01 0.92 0.01
Mean Annual Return 0.44 0.01 0.83 0.01 0.64 0.01
R-squared 75.7 0.66 78.06 0.55 60.29 0.47
Standard Deviation 21.03 0.2 20.86 0.17 17.5 0.16
Sharpe Ratio 0.04 0.01 0.35 0 0.33 0.01
Treynor Ratio -1.18 0.12 4.98 0.07 4.72 0.11

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