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Nasdaq - Delayed Quote USD

SEI Small Cap Value Y (SIMT) (SPVYX)

19.36
-1.59
(-7.58%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.10%
5y Average Return 19.25%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 2, 2025) 29.85%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 29.85%
Worst 3Y Total Return 1.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPVYX
Category
YTD
-1.58%
26.79%
1-Month
-4.01%
-1.77%
3-Month
-9.30%
4.45%
1-Year
6.49%
71.02%
3-Year
3.69%
9.35%
5-Year
11.01%
12.17%
10-Year
6.02%
9.95%
Last Bull Market
17.98%
28.07%
Last Bear Market
-14.07%
-24.24%

Annual Total Return (%) History

Year
SPVYX
Category
2025
--
--
2024
8.69%
--
2023
15.78%
--
2022
-11.96%
--
2021
29.85%
--
2020
1.21%
4.02%
2019
22.30%
21.43%
2018
-16.75%
-15.46%

2017
7.87%
8.54%
2016
20.82%
25.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.77% -- -- --
2024 6.01% -4.29% 7.70% -0.54%
2023 -0.23% 4.66% -1.97% 13.11%
2022 -2.79% -14.07% -5.62% 11.67%
2021 20.20% 3.52% -1.60% 6.05%
2020 -39.10% 23.18% 3.34% 30.55%
2019 13.12% 1.44% -1.88% 8.61%
2018 -2.38% 4.88% 1.07% -19.55%
2017 -0.36% 0.65% 3.95% 3.47%
2016 1.38% 1.90% 5.17% 11.20%

Rank in Category (By Total Return)

YTD 44
1-Month 45
3-Month 52
1-Year 57
3-Year 63
5-Year 67

Load Adjusted Returns

1-Year 6.49%
3-Year 3.69%
5-Year 11.01%
10-Year 6.02%

Performance & Risk

YTD Return -5.10%
5y Average Return 19.25%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family SEI
Net Assets 286.33M
YTD Return -1.58%
Yield 1.44%
Morningstar Rating
Inception Date Dec 20, 1994

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 small companies. The fund will primarily seek to purchase securities believed to be attractively valued in relation to various measures, which may include earnings, capital structure or return on invested capital.

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