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SEI Global Managed Volatility A (SIIT) (SGMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.39+0.06 (+0.53%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.91%
5-year average return6.77%
Number of years up4
Number of years down3
Best 1-yr total return (2 May 2024)20.59%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return20.59%
Worst 3-yr total return3.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGMAXCategory
YTD4.35%14.38%
1-month-2.84%-1.21%
3-month2.36%5.03%
1-year8.18%39.50%
3-year6.42%9.11%
5-year6.64%10.10%
10-year0.00%7.90%
Last bull market15.41%15.53%
Last bear market-6.60%-17.52%

Annual total return (%) history

Year
SGMAXCategory
2024
N/AN/A
2023
8.87%N/A
2022
-3.41%N/A
2021
18.86%N/A
2020
-2.71%2.50%
2019
20.59%20.73%
2018
-4.37%-10.41%
2017
17.65%18.90%
2016
N/A9.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.41%N/AN/AN/A
20232.46%2.50%-1.71%5.48%
2022-0.16%-6.60%-7.50%11.98%
20216.18%5.10%-0.53%7.07%
2020-20.50%10.46%3.22%7.34%
20199.38%2.72%2.31%4.91%
2018-1.81%1.43%5.46%-8.95%
20175.19%3.26%2.90%5.25%
20162.91%1.46%1.02%N/A

Rank in category (by total return)

YTD29
1-month40
3-month84
1-year75
3-year24
5-year66

Load adjusted returns

1-year8.18%
3-year6.42%
5-year6.64%
10-yearN/A