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Nasdaq - Delayed Quote USD

SEI Multi-Asset Accumulation Y (SIMT) (SMOYX)

7.18
-0.01
(-0.14%)
At close: May 1 at 6:47:43 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.70%
5y Average Return 2.20%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 29, 2025) 22.23%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 22.23%
Worst 3Y Total Return -4.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMOYX
Category
YTD
2.52%
9.69%
1-Month
-1.74%
0.97%
3-Month
2.52%
5.21%
1-Year
3.04%
27.45%
3-Year
-1.82%
8.85%
5-Year
3.15%
8.56%
10-Year
2.79%
5.61%
Last Bull Market
6.93%
10.63%
Last Bear Market
-12.47%
-12.05%

Annual Total Return (%) History

Year
SMOYX
Category
2025
--
--
2024
3.93%
--
2023
6.77%
--
2022
-20.53%
--
2021
8.73%
--
2020
6.93%
9.83%
2019
22.23%
14.61%
2018
-7.17%
-7.70%

2017
13.25%
12.63%
2016
9.80%
5.99%
2015
-7.15%
-5.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.52% -- -- --
2024 3.40% 0.41% 5.33% -4.96%
2023 4.44% -0.85% -3.72% 7.08%
2022 -4.47% -12.47% -7.76% 3.03%
2021 -1.42% 7.41% -0.29% 2.99%
2020 -9.99% 6.29% 3.55% 7.93%
2019 10.23% 5.35% 2.49% 2.70%
2018 -1.89% 0.61% -0.20% -5.76%
2017 3.55% 0.93% 3.50% 4.69%
2016 5.48% 5.93% 1.67% -3.35%

2015 4.55% -3.22% -6.65% -1.71%

Rank in Category (By Total Return)

YTD 13
1-Month 26
3-Month 13
1-Year 53
3-Year 91
5-Year 92

Load Adjusted Returns

1-Year 3.04%
3-Year -1.82%
5-Year 3.15%
10-Year 2.79%

Performance & Risk

YTD Return 0.70%
5y Average Return 2.20%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family SEI
Net Assets 1.17B
YTD Return 2.52%
Yield 2.42%
Morningstar Rating
Inception Date Dec 31, 2014

Fund Summary

The fund will seek to generate total return over time by selecting investments from among a broad range of asset classes based upon SEI Investments Management Corporation's (SIMC) or the sub-adviser's (each, a Sub-Adviser and collectively, the Sub-Advisers) expectations of risk and return. It uses a multi-manager approach under the general supervision of SIMC, allocating its assets among one or more Sub-Advisers using different investment strategies. SIMC may also directly manage a portion of the fund's portfolio. The fund is non-diversified.

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