Australia markets close in 4 hours 32 minutes

SEI Tax-Managed Small/Mid Cap Y(SIMT) (STMPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.13+0.09 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.49%
5-year average return7.50%
Number of years up6
Number of years down3
Best 1-yr total return (5 May 2024)23.81%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return23.81%
Worst 3-yr total return4.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTMPXCategory
YTD2.52%20.19%
1-month-5.22%0.02%
3-month3.58%4.36%
1-year16.36%60.18%
3-year0.67%11.32%
5-year6.84%13.88%
10-year6.82%11.19%
Last bull market27.50%27.98%
Last bear market-14.26%-24.08%

Annual total return (%) history

Year
STMPXCategory
2024
N/AN/A
2023
13.14%N/A
2022
-16.71%N/A
2021
23.81%N/A
2020
10.47%10.99%
2019
22.28%23.75%
2018
-12.09%-12.72%
2017
16.17%12.28%
2016
13.11%20.78%
2015
-2.79%-5.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.16%N/AN/AN/A
20231.47%4.24%-4.38%11.86%
2022-6.66%-14.26%-4.72%9.23%
202113.07%3.90%-1.02%6.47%
2020-30.71%22.43%4.57%24.54%
201912.01%3.49%-1.30%6.87%
20180.44%5.08%3.72%-19.69%
20172.78%2.06%4.79%5.69%
2016-0.67%1.78%4.97%6.57%
20154.10%0.85%-9.68%2.51%

Rank in category (by total return)

YTD10
1-month16
3-month18
1-year27
3-year44
5-year61

Load adjusted returns

1-year16.36%
3-year0.67%
5-year6.84%
10-year6.82%