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SEI Large Cap Value F (SIMT) (TRMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.98-0.13 (-0.50%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.53%
5-year average return7.99%
Number of years up25
Number of years down11
Best 1-yr total return (4 July 2024)34.97%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return34.97%
Worst 3-yr total return2.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRMVXCategory
YTD7.03%4.44%
1-month-1.36%-4.04%
3-month-2.59%4.09%
1-year12.60%14.37%
3-year5.58%6.04%
5-year8.36%9.20%
10-year7.13%8.57%
Last bull market24.23%22.97%
Last bear market-10.94%-11.27%

Annual total return (%) history

Year
TRMVXCategory
2024
N/AN/A
2023
8.74%11.63%
2022
-4.99%-5.90%
2021
27.67%26.22%
2020
-2.46%2.91%
2019
22.68%25.04%
2018
-9.73%-8.53%
2017
17.39%15.94%
2016
14.90%14.81%
2015
-6.33%-4.05%
2014
11.06%10.21%
2013
34.97%31.21%
2012
16.00%14.57%
2011
-0.09%-0.75%
2010
14.55%13.66%
2009
18.61%24.13%
2008
-37.06%-37.09%
2007
-1.77%1.42%
2006
21.15%18.15%
2005
7.19%5.95%
2004
15.06%12.97%
2003
29.45%28.44%
2002
-17.84%-18.69%
2001
-3.49%-4.99%
2000
5.74%7.87%
1999
4.93%6.72%
1998
11.35%12.00%
1997
36.74%26.61%
1996
20.45%20.08%
1995
37.75%32.39%
1994
-3.84%-0.70%
1993
2.47%N/A
1992
7.31%N/A
1991
26.82%N/A
1990
-5.25%N/A
1989
19.33%N/A
1988
22.45%N/A
1987
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.87%-2.59%N/AN/A
20230.58%2.77%-3.36%8.86%
2022-0.07%-10.94%-6.48%14.15%
202113.95%5.27%-1.25%7.77%
2020-29.98%14.94%3.89%16.67%
201911.01%1.84%0.76%7.71%
2018-2.16%1.02%4.98%-13.00%
20173.16%1.66%4.13%7.49%
20160.05%0.95%5.18%8.16%
20151.12%0.22%-10.88%3.70%
20142.82%4.51%-0.54%3.91%
201311.40%3.82%5.21%10.92%
201212.11%-4.67%6.90%1.54%
20116.86%-0.52%-17.11%13.39%
20106.45%-11.53%10.36%10.21%
2009-15.93%15.76%16.82%4.33%
2008-9.64%-5.97%-6.52%-20.75%
20071.08%5.02%-0.76%-6.76%
20065.44%0.27%6.02%8.09%
20050.19%1.55%4.07%1.24%
20043.55%0.15%1.37%9.44%
2003-5.17%17.14%2.38%13.83%
20023.75%-9.13%-19.12%7.75%
2001-4.47%5.15%-10.60%7.47%
2000-2.81%-4.99%8.33%5.70%
1999-0.68%13.07%-10.54%4.44%
199811.62%-0.95%-13.61%16.58%
19972.05%16.00%11.89%3.24%
19965.91%1.75%2.73%8.81%
19959.15%7.94%9.38%6.89%
1994-5.92%-0.13%4.00%-1.58%
19931.30%-0.39%0.86%0.68%
19921.24%0.89%2.43%2.57%
199119.69%-4.58%6.40%4.36%
1990-2.05%6.53%-18.84%11.89%
19895.66%5.52%8.44%-1.30%
19887.53%5.79%1.97%5.57%
19874.54%-23.03%N/AN/A

Rank in category (by total return)

YTD53
1-month83
3-month74
1-year71
3-year70
5-year79

Load adjusted returns

1-year12.60%
3-year5.58%
5-year8.36%
10-year7.13%