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Nasdaq - Delayed Quote USD

SEI Moderate Strategy D (SAAT) (SMSDX)

11.78
+0.02
+(0.17%)
As of 8:07:12 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.84%
5y Average Return 3.82%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 29, 2025) 13.07%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 13.07%
Worst 3Y Total Return -0.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMSDX
Category
YTD
2.88%
5.91%
1-Month
-0.34%
0.61%
3-Month
2.88%
4.02%
1-Year
5.79%
18.59%
3-Year
2.12%
8.56%
5-Year
4.75%
7.44%
10-Year
3.04%
6.20%
Last Bull Market
7.06%
11.89%
Last Bear Market
-7.02%
-8.23%

Annual Total Return (%) History

Year
SMSDX
Category
2025
--
--
2024
5.51%
--
2023
6.00%
--
2022
-10.29%
--
2021
6.61%
--
2020
2.97%
8.86%
2019
13.07%
14.81%
2018
-4.26%
-5.04%

2017
7.64%
9.86%
2016
5.82%
6.62%
2015
-1.61%
-2.32%
2014
4.56%
4.02%
2013
5.01%
7.23%
2012
7.87%
9.40%
2011
--
1.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.88% -- -- --
2024 2.60% 0.49% 4.94% -2.49%
2023 2.23% 0.67% -2.21% 5.33%
2022 -3.07% -7.02% -4.95% 4.72%
2021 0.71% 3.52% -0.34% 2.61%
2020 -10.14% 6.89% 2.42% 4.67%
2019 5.94% 2.97% 1.29% 2.33%
2018 -1.40% -0.16% 1.43% -4.12%
2017 2.36% 1.20% 1.60% 2.27%
2016 2.36% 2.87% 1.08% -0.58%

2015 1.92% -0.64% -2.85% 0.01%
2014 1.61% 2.72% -0.75% 0.93%
2013 4.12% -2.58% 1.18% 2.32%
2012 3.83% 0.28% 2.88% 0.69%
2011 1.36% -3.88% 3.70% --

Rank in Category (By Total Return)

YTD 8
1-Month 6
3-Month 8
1-Year 29
3-Year 86
5-Year 92

Load Adjusted Returns

1-Year 5.79%
3-Year 2.12%
5-Year 4.75%
10-Year 3.04%

Performance & Risk

YTD Return 2.84%
5y Average Return 3.82%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.62
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family SEI
Net Assets 78.93M
YTD Return 2.88%
Yield 2.49%
Morningstar Rating
Inception Date Nov 17, 2003

Fund Summary

The fund predominantly invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds). The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes.

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