Nasdaq - Delayed Quote USD

SEI Small Cap Growth Y (SIMT) (SMAYX)

38.52 -0.31 (-0.80%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 16.61%
5y Average Return 9.19%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Oct 21, 2024) 23.00%
Worst 1Y Total Return (Oct 21, 2024) --
Best 3Y Total Return 23.00%
Worst 3Y Total Return 0.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMAYX
Category
YTD
15.44%
12.40%
1-Month
1.56%
3.37%
3-Month
7.89%
4.88%
1-Year
29.60%
55.69%
3-Year
1.50%
19.34%
5-Year
9.35%
20.72%
10-Year
8.49%
13.98%
Last Bull Market
32.00%
27.85%
Last Bear Market
-18.22%
-24.06%

Annual Total Return (%) History

Year
SMAYX
Category
2024
--
--
2023
14.00%
--
2022
-22.92%
--
2021
13.81%
--
2020
23.00%
38.62%
2019
21.53%
27.68%
2018
-4.76%
-5.76%
2017
18.65%
21.50%

2016
9.08%
11.20%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.13% -1.95% 7.89% --
2023 3.42% 5.26% -6.73% 12.27%
2022 -9.36% -18.22% -1.85% 5.95%
2021 8.33% 4.19% -2.18% 3.08%
2020 -31.47% 30.08% 7.97% 27.80%
2019 14.11% 1.08% -4.31% 10.10%
2018 2.11% 9.81% 8.61% -21.80%
2017 4.69% 4.10% 5.62% 3.08%
2016 -5.66% 3.81% 7.23% 3.87%

Rank in Category (By Total Return)

YTD 25
1-Month 36
3-Month 47
1-Year 25
3-Year 30
5-Year 56

Load Adjusted Returns

1-Year 29.60%
3-Year 1.50%
5-Year 9.35%
10-Year 8.49%

Performance & Risk

YTD Return 16.61%
5y Average Return 9.19%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family SEI
Net Assets 364.41M
YTD Return 15.44%
Yield 0.00%
Morningstar Rating
Inception Date Oct 30, 2015

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small companies. It will primarily seek to purchase securities believed to have attractive growth and appreciation potential. For the purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index, as determined at the time of purchase.

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