Nasdaq - Delayed Quote USD
SEI Real Estate Y (SIMT) (SREYX)
At close: 6:45 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 16.78% |
| 5y Average Return | 6.77% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 16, 2024) | 44.25% |
| Worst 1Y Total Return (Oct 16, 2024) | -- |
| Best 3Y Total Return | 44.25% |
| Worst 3Y Total Return | 1.24% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SREYX
Category
- YTD
- 16.22%
- 20.43%
- 1-Month
- 3.05%
- 2.69%
- 3-Month
- 16.50%
- 11.34%
- 1-Year
- 35.89%
- 36.79%
- 3-Year
- 5.03%
- 10.81%
- 5-Year
- 6.69%
- 7.03%
- 10-Year
- 8.38%
- 9.08%
- Last Bull Market
- 22.06%
- 31.03%
- Last Bear Market
- -17.01%
- -16.60%
Annual Total Return (%) History
Year
SREYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.20% | -0.04% | 16.50% | -- |
| 2023 | 2.60% | 3.77% | -6.74% | 16.93% |
| 2022 | -3.46% | -17.01% | -10.45% | 3.68% |
| 2021 | 9.14% | 12.74% | 1.55% | 15.44% |
| 2020 | -22.71% | 11.71% | 0.83% | 11.09% |
| 2019 | 15.75% | 1.99% | 7.75% | -1.26% |
| 2018 | -7.43% | 9.04% | 0.95% | -7.50% |
| 2017 | 0.17% | 0.89% | 0.99% | 3.34% |
| 2016 | 4.96% | 5.65% | -1.22% | -2.39% |
| 2015 | 4.74% | -9.89% | 2.82% | 7.26% |
Rank in Category (By Total Return)
| YTD | 15 |
| 1-Month | 43 |
| 3-Month | 34 |
| 1-Year | 12 |
| 3-Year | 6 |
| 5-Year | 10 |
Load Adjusted Returns
| 1-Year | 35.89% |
| 3-Year | 5.03% |
| 5-Year | 6.69% |
| 10-Year | 8.38% |
Performance & Risk
| YTD Return | 16.78% |
| 5y Average Return | 6.77% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | Real Estate |
| Fund Family | SEI |
| Net Assets | 77.99M |
| YTD Return | 16.22% |
| Yield | 1.82% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2014 |
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 real estate companies (e.g., common stocks, rights, warrants, exchange-traded funds (ETFs), convertible securities and preferred stocks of real estate investment trusts (REITs) and real estate operating companies (REOCs)). Generally, it will invest in real estate companies operating in the United States.