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SEI Global Managed Volatility I (SIMT) (SGMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.80+0.04 (+0.41%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.14%
5-Year Average Return4.94%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (May 5, 2024)19.52%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return19.52%
Worst 3-Yr Total Return1.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSGMIXCategory
YTD2.98%12.08%
1-Month-2.61%0.64%
3-Month1.36%6.49%
1-Year5.33%38.01%
3-Year4.41%12.74%
5-Year4.70%12.82%
10-Year6.41%9.05%
Last Bull Market13.53%18.82%
Last Bear Market-7.84%-20.53%

Annual Total Return (%) History

Year
SGMIXCategory
2024
N/AN/A
2023
7.48%N/A
2022
-7.87%N/A
2021
17.73%N/A
2020
-2.87%12.96%
2019
19.52%25.26%
2018
-6.80%-10.06%
2017
16.86%22.28%
2016
6.93%6.93%
2015
5.46%-0.92%
2014
13.31%3.67%
2013
19.00%24.08%
2012
11.47%14.39%
2011
4.14%-7.19%
2010
7.10%14.49%
2009
3.56%34.45%
2008
-27.38%-41.13%
2007
N/A12.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.74%N/AN/AN/A
20232.16%2.75%-3.29%5.88%
2022-2.52%-7.84%-7.11%10.40%
20213.68%5.01%-0.43%8.61%
2020-19.29%10.60%3.47%5.17%
20199.19%3.88%1.91%3.39%
2018-2.79%1.26%4.79%-9.64%
20175.73%3.69%1.91%4.59%
20163.63%3.50%0.53%-0.84%
20153.89%0.09%-3.19%4.77%
20143.08%3.64%1.26%4.73%
201313.15%-0.83%0.84%5.17%
20124.55%1.41%3.54%1.55%
20112.25%2.78%-4.95%4.27%
20103.68%-4.65%4.49%3.68%
2009-11.39%6.65%7.48%1.96%
2008-10.27%0.64%-5.05%-15.30%
2007-2.18%-3.03%N/AN/A

Rank In Category (By Total Return)

YTD64
1-Month11
3-Month85
1-Year86
3-Year37
5-Year97

Load Adjusted Returns

1-Year5.33%
3-Year4.41%
5-Year4.70%
10-Year6.41%