Advertisement
U.S. Markets closed

SEI Real Estate Y (SIMT) (SREYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
17.46-0.08 (-0.46%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.78%
5-Year Average Return6.77%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Oct 15, 2024)44.25%
Worst 1 Yr Total Return (Oct 15, 2024)N/A
Best 3-Yr Total Return44.25%
Worst 3-Yr Total Return1.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSREYXCategory
YTD16.22%20.43%
1-Month3.05%2.69%
3-Month16.50%11.34%
1-Year35.89%36.79%
3-Year5.03%10.81%
5-Year6.69%7.03%
10-Year8.38%9.08%
Last Bull Market22.06%31.03%
Last Bear Market-17.01%-16.60%

Annual Total Return (%) History

Year
SREYXCategory
2024
N/AN/A
2023
16.09%N/A
2022
-25.62%N/A
2021
44.25%N/A
2020
-3.29%-4.49%
2019
25.59%27.28%
2018
-5.75%-5.97%
2017
5.48%6.22%
2016
6.93%6.89%
2015
4.08%2.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.20%-0.04%16.50%N/A
20232.60%3.77%-6.74%16.93%
2022-3.46%-17.01%-10.45%3.68%
20219.14%12.74%1.55%15.44%
2020-22.71%11.71%0.83%11.09%
201915.75%1.99%7.75%-1.26%
2018-7.43%9.04%0.95%-7.50%
20170.17%0.89%0.99%3.34%
20164.96%5.65%-1.22%-2.39%
20154.74%-9.89%2.82%7.26%

Rank In Category (By Total Return)

YTD15
1-Month43
3-Month34
1-Year12
3-Year6
5-Year10

Load Adjusted Returns

1-Year35.89%
3-Year5.03%
5-Year6.69%
10-Year8.38%