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Nasdaq - Delayed Quote USD

SEI Global Managed Volatility F (SIMT) (SVTAX)

10.36
-0.09
(-0.86%)
At close: 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.57%
5y Average Return 9.48%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Apr 15, 2025) 19.80%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 19.80%
Worst 3Y Total Return 1.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SVTAX
Category
YTD
5.55%
14.38%
1-Month
0.09%
-1.21%
3-Month
5.55%
5.03%
1-Year
12.57%
39.50%
3-Year
6.69%
9.11%
5-Year
11.01%
10.10%
10-Year
6.89%
7.90%
Last Bull Market
13.49%
15.53%
Last Bear Market
-7.81%
-17.52%

Annual Total Return (%) History

Year
SVTAX
Category
2025
--
--
2024
12.80%
--
2023
7.79%
--
2022
-7.69%
--
2021
18.01%
--
2020
-2.68%
2.50%
2019
19.80%
20.73%
2018
-6.49%
-10.41%

2017
17.18%
18.90%
2016
7.17%
9.24%
2015
5.70%
-3.06%
2014
13.55%
3.61%
2013
19.27%
25.36%
2012
11.77%
14.28%
2011
4.58%
-3.44%
2010
7.17%
11.90%
2009
3.89%
29.76%
2008
-27.13%
-36.88%
2007
0.03%
7.10%
2006
--
19.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 5.55% -- -- --
2024 5.77% 0.97% 8.00% -2.21%
2023 2.31% 2.77% -3.29% 6.01%
2022 -2.45% -7.81% -7.01% 10.38%
2021 3.78% 5.07% -0.34% 8.60%
2020 -19.29% 10.68% 3.48% 5.28%
2019 9.29% 3.79% 2.05% 3.49%
2018 -2.74% 1.32% 4.86% -9.51%
2017 5.82% 3.80% 1.96% 4.63%
2016 3.75% 3.53% 0.52% -0.74%

2015 3.91% 0.18% -3.04% 4.73%
2014 3.13% 3.68% 1.24% 4.89%
2013 13.18% -0.82% 0.92% 5.28%
2012 4.60% 1.50% 3.59% 1.62%
2011 2.35% 2.75% -4.80% 4.45%
2010 3.65% -4.49% 4.32% 3.78%
2009 -11.33% 6.75% 7.57% 2.03%
2008 -10.15% 0.74% -5.03% -15.23%
2007 2.17% 2.97% -2.01% -2.97%
2006 6.58% -- -- --

Rank in Category (By Total Return)

YTD 44
1-Month 26
3-Month 44
1-Year 15
3-Year 67
5-Year 93

Load Adjusted Returns

1-Year 12.57%
3-Year 6.69%
5-Year 11.01%
10-Year 6.89%

Performance & Risk

YTD Return 3.57%
5y Average Return 9.48%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family SEI
Net Assets 788.43M
YTD Return 5.55%
Yield 1.63%
Morningstar Rating
Inception Date Jun 29, 2007

Fund Summary

The fund will typically invest in securities of U.S. and foreign companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants, depositary receipts, exchange-traded funds (ETFs) and real estate investment trusts (REITs). It will invest in at least three countries outside of the U.S., but will typically invest much more broadly. The advisor expects that at least 40% of the fund's assets will be invested in non-U.S. securities.

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