SEI Tax-Managed Small/Mid Cap F (SIMT) (STMSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:01PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return4.97%
5-Year Average Return7.50%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (Jun 17, 2024)38.68%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return38.68%
Worst 3-Yr Total Return4.21%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnSTMSXCategory
YTD7.18%20.19%
1-Month4.59%0.02%
3-Month3.37%4.36%
1-Year23.75%60.18%
3-Year1.53%11.32%
5-Year9.05%13.88%
10-Year6.95%11.19%
Last Bull Market27.39%27.98%
Last Bear Market-14.33%-24.08%
Annual Total Return (%) History
YearSTMSXCategory
2024N/AN/A
202312.92%N/A
2022-16.89%N/A
202123.51%N/A
202010.24%10.99%
201921.97%23.75%
2018-12.25%-12.72%
201715.88%12.28%
201612.87%20.78%
2015-3.01%-5.38%
20145.75%3.79%
201338.68%37.39%
201215.17%15.46%
2011-4.41%-4.07%
201024.07%25.61%
200935.78%31.80%
2008-41.16%-36.56%
20071.65%-1.10%
200612.34%15.03%
20056.84%6.75%
200416.62%18.94%
200348.70%43.41%
2002-19.12%-16.22%
2001-2.96%8.92%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20248.09%N/AN/AN/A
20231.43%4.19%-4.44%11.81%
2022-6.67%-14.33%-4.74%9.13%
202113.04%3.77%-1.06%6.42%
2020-30.74%22.36%4.47%24.52%
201911.91%3.44%-1.31%6.77%
20180.39%5.02%3.65%-19.70%
20172.73%2.00%4.74%5.59%
2016-0.73%1.73%4.92%6.52%
20154.05%0.80%-9.73%2.45%
20142.09%3.15%-5.47%6.23%
201312.44%3.11%9.81%8.93%
201213.75%-5.10%4.85%1.75%
20117.62%-0.76%-20.91%13.17%
20109.31%-10.67%11.41%14.05%
2009-9.92%18.46%20.31%5.76%
2008-11.97%1.26%-9.24%-27.27%
20073.21%6.75%-2.65%-5.24%
200611.10%-6.50%0.00%8.14%
2005-3.29%3.07%5.55%1.56%
20046.03%-1.32%-2.92%14.82%
2003-3.77%22.54%10.13%14.50%
20024.20%-7.46%-17.86%2.12%
2001-10.81%13.03%-17.59%16.81%
Rank In Category (By Total Return)
YTD12
1-Month59
3-Month23
1-Year31
3-Year47
5-Year68
Load Adjusted Returns
1-Year23.75%
3-Year1.53%
5-Year9.05%
10-Year6.95%
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