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SEI Institutional Managed Trust - Dynamic Asset Allocation Fund (SDYAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.02+0.20 (+1.26%)
At close: 05:28PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.25%
5-Year Average Return13.08%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 1, 2024)30.59%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return30.59%
Worst 3-Yr Total Return6.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSDYAXCategory
YTD9.67%14.84%
1-Month3.35%1.65%
3-Month9.67%7.55%
1-Year25.23%40.47%
3-Year10.47%16.77%
5-Year14.35%16.15%
10-Year0.00%13.21%
Last Bull Market42.16%24.09%
Last Bear Market-15.63%-17.61%

Annual Total Return (%) History

Year
SDYAXCategory
2024
N/AN/A
2023
21.12%N/A
2022
-16.48%N/A
2021
30.59%N/A
2020
19.94%15.83%
2019
26.83%28.78%
2018
-8.37%-6.27%
2017
19.03%20.44%
2016
11.56%10.37%
2015
N/A-1.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.67%N/AN/AN/A
20236.07%6.98%-3.00%10.04%
2022-2.49%-15.63%-5.01%6.88%
20217.47%8.73%1.04%10.61%
2020-19.16%20.97%9.10%12.42%
201912.71%3.47%0.84%7.85%
2018-2.00%1.95%5.59%-13.15%
20175.80%2.83%4.04%5.16%
2016-0.83%2.50%3.56%5.97%
20156.76%N/AN/AN/A

Rank In Category (By Total Return)

YTD65
1-Month43
3-Month65
1-Year70
3-Year45
5-Year43

Load Adjusted Returns

1-Year25.23%
3-Year10.47%
5-Year14.35%
10-YearN/A