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Sei Institutional Managed Trust - SIMT Tax-Free Conservative Income Fund (TFCAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.000.00 (0.00%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.06%
5-Year Average Return1.26%
Number of Years Up7
Number of Years DownN/A
Best 1 Yr Total Return (May 2, 2024)3.11%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return3.11%
Worst 3-Yr Total Return0.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTFCAXCategory
YTD1.03%0.39%
1-Month0.27%0.04%
3-Month0.81%0.38%
1-Year3.26%1.72%
3-Year1.70%2.21%
5-Year1.26%1.47%
10-Year0.00%1.49%
Last Bull Market1.33%1.96%
Last Bear Market0.09%2.01%

Annual Total Return (%) History

Year
TFCAXCategory
2024
N/AN/A
2023
3.11%N/A
2022
0.96%N/A
2021
0.01%N/A
2020
0.38%2.28%
2019
1.28%3.12%
2018
1.16%1.18%
2017
0.58%1.69%
2016
N/A-0.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.76%N/AN/AN/A
20230.65%0.75%0.82%0.85%
20220.01%0.09%0.19%0.68%
20210.00%0.00%0.00%0.00%
20200.25%0.12%0.01%0.00%
20190.33%0.36%0.32%0.27%
20180.23%0.29%0.28%0.36%
20170.12%0.14%0.14%0.19%
20160.09%0.12%N/AN/A

Rank In Category (By Total Return)

YTD5
1-Month6
3-Month6
1-Year23
3-Year8
5-Year36

Load Adjusted Returns

1-Year3.26%
3-Year1.70%
5-Year1.26%
10-YearN/A