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SEI Real Estate F (SIMT) (SETAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.09+0.16 (+1.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.31%
5-year average return4.78%
Number of years up15
Number of years down5
Best 1-yr total return (27 June 2024)43.92%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return43.92%
Worst 3-yr total return1.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSETAXCategory
YTD-2.95%20.43%
1-month5.23%2.69%
3-month-1.40%11.34%
1-year11.76%36.79%
3-year0.23%10.81%
5-year4.52%7.03%
10-year5.95%9.08%
Last bull market22.01%31.03%
Last bear market-17.13%-16.60%

Annual total return (%) history

Year
SETAXCategory
2024
N/AN/A
2023
15.72%N/A
2022
-25.79%N/A
2021
43.92%N/A
2020
-3.54%-4.49%
2019
25.27%27.28%
2018
-5.92%-5.97%
2017
5.21%6.22%
2016
6.66%6.89%
2015
3.80%2.41%
2014
30.77%28.03%
2013
1.30%1.55%
2012
15.36%17.60%
2011
7.69%7.51%
2010
28.75%27.08%
2009
25.08%31.26%
2008
-41.33%-39.55%
2007
-16.68%-14.66%
2006
36.17%33.58%
2005
16.32%11.51%
2004
36.94%32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.20%N/AN/AN/A
20232.52%3.70%-6.82%16.80%
2022-3.51%-17.13%-10.47%3.66%
20219.07%12.69%1.49%15.37%
2020-22.77%11.63%0.85%10.96%
201915.67%1.92%7.68%-1.32%
2018-7.43%8.97%0.89%-7.56%
20170.17%0.83%0.93%3.21%
20164.91%5.65%-1.34%-2.46%
20154.68%-9.95%2.81%7.11%
20149.99%6.86%-3.24%14.99%
20136.47%-0.93%-3.02%-0.97%
201210.41%3.07%-0.59%1.97%
20116.86%3.25%-14.69%14.42%
20109.84%-4.51%12.82%8.81%
2009-33.95%34.14%31.02%7.75%
20083.03%-6.19%-1.16%-38.59%
20073.43%-9.07%2.16%-13.28%
200615.80%-0.86%8.02%9.80%
2005-6.36%13.58%3.99%5.18%
200411.85%-4.36%8.93%17.51%

Rank in category (by total return)

YTD25
1-month35
3-month62
1-year17
3-year9
5-year16

Load adjusted returns

1-year11.76%
3-year0.23%
5-year4.52%
10-year5.95%