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SEI Large Cap Value Y (SIMT) (SVAYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.98-0.12 (-0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.69%
5-year average return8.27%
Number of years up5
Number of years down3
Best 1-yr total return (4 July 2024)27.95%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return27.95%
Worst 3-yr total return2.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVAYXCategory
YTD7.14%4.44%
1-month-1.36%-4.04%
3-month-2.53%4.09%
1-year12.83%14.37%
3-year5.83%6.04%
5-year8.62%9.20%
10-year7.35%8.57%
Last bull market24.31%22.97%
Last bear market-10.88%-11.27%

Annual total return (%) history

Year
SVAYXCategory
2024
N/AN/A
2023
9.02%11.63%
2022
-4.75%-5.90%
2021
27.95%26.22%
2020
-2.21%2.91%
2019
22.99%25.04%
2018
-9.50%-8.53%
2017
17.69%15.94%
2016
15.19%14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.92%-2.53%N/AN/A
20230.66%2.83%-3.30%8.91%
20220.00%-10.88%-6.42%14.21%
202114.00%5.34%-1.19%7.83%
2020-29.95%15.03%3.94%16.76%
201911.11%1.90%0.82%7.75%
2018-2.12%1.09%5.05%-12.93%
20173.21%1.78%4.15%7.58%
20160.10%1.06%5.24%8.20%

Rank in category (by total return)

YTD50
1-month83
3-month73
1-year69
3-year65
5-year75

Load adjusted returns

1-year12.83%
3-year5.83%
5-year8.62%
10-year7.35%