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

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.72+0.22 (+0.86%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.18%
5-Year Average Return7.21%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)23.81%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return23.81%
Worst 3-Yr Total Return4.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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%