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SEI Small Cap Value Y (SIMT) (SPVYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
26.51-0.04 (-0.15%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.02%
5-Year Average Return9.41%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Oct 20, 2024)29.85%
Worst 1 Yr Total Return (Oct 20, 2024)N/A
Best 3-Yr Total Return29.85%
Worst 3-Yr Total Return1.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSPVYXCategory
YTD9.28%26.79%
1-Month-0.34%-1.77%
3-Month7.70%4.45%
1-Year23.60%71.02%
3-Year5.71%9.35%
5-Year9.72%12.17%
10-Year7.09%9.95%
Last Bull Market26.58%28.07%
Last Bear Market-14.07%-24.24%

Annual Total Return (%) History

Year
SPVYXCategory
2024
N/AN/A
2023
15.78%N/A
2022
-11.96%N/A
2021
29.85%N/A
2020
1.21%4.02%
2019
22.30%21.43%
2018
-16.75%-15.46%
2017
7.87%8.54%
2016
20.82%25.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.01%-4.29%7.70%N/A
2023-0.23%4.66%-1.97%13.11%
2022-2.79%-14.07%-5.62%11.67%
202120.20%3.52%-1.60%6.05%
2020-39.10%23.18%3.34%30.55%
201913.12%1.44%-1.88%8.61%
2018-2.38%4.88%1.07%-19.55%
2017-0.36%0.65%3.95%3.47%
20161.38%1.90%5.17%11.20%

Rank In Category (By Total Return)

YTD44
1-Month71
3-Month63
1-Year46
3-Year60
5-Year65

Load Adjusted Returns

1-Year23.60%
3-Year5.71%
5-Year9.72%
10-Year7.09%