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SEI Tax-Managed Large Cap Y (SIMT) (STLYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.69-0.12 (-0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.62%
5-year average return12.39%
Number of years up6
Number of years down3
Best 1-yr total return (27 Jun 2024)28.73%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return28.73%
Worst 3-yr total return7.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTLYXCategory
YTD7.61%5.31%
1-month3.60%-4.19%
3-month2.86%3.90%
1-year22.93%20.31%
3-year6.96%6.48%
5-year13.42%11.78%
10-year10.38%10.96%
Last bull market23.84%25.56%
Last bear market-13.53%-15.11%

Annual total return (%) history

Year
STLYXCategory
2024
N/AN/A
2023
17.67%22.32%
2022
-13.01%-16.96%
2021
28.73%26.07%
2020
12.44%15.83%
2019
28.60%28.78%
2018
-6.02%-6.27%
2017
21.47%20.44%
2016
8.28%10.37%
2015
-1.14%-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.21%N/AN/AN/A
20233.76%6.16%-3.89%11.15%
2022-5.24%-13.53%-5.30%12.12%
20218.56%7.81%-0.21%10.22%
2020-21.68%18.53%7.02%13.17%
201912.61%3.41%1.49%8.81%
2018-0.20%2.72%6.56%-13.97%
20175.04%3.14%4.50%7.30%
2016-1.40%-0.21%6.01%3.81%
20151.76%0.04%-7.70%5.22%

Rank in category (by total return)

YTD78
1-month74
3-month66
1-year76
3-year69
5-year71

Load adjusted returns

1-year22.93%
3-year6.96%
5-year13.42%
10-year10.38%