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SEI Small Cap Value F (SIMT) (SESVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.39+0.35 (+1.40%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.40%
5-year average return9.47%
Number of years up20
Number of years down9
Best 1-yr total return (30 May 2024)35.53%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return35.53%
Worst 3-yr total return0.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSESVXCategory
YTD-0.11%26.79%
1-month-5.70%-1.77%
3-month1.92%4.45%
1-year18.43%71.02%
3-year1.81%9.35%
5-year6.55%12.17%
10-year5.51%9.95%
Last bull market26.41%28.07%
Last bear market-14.10%-24.24%

Annual total return (%) history

Year
SESVXCategory
2024
N/AN/A
2023
15.50%N/A
2022
-12.16%N/A
2021
29.48%N/A
2020
0.99%4.02%
2019
21.94%21.43%
2018
-16.96%-15.46%
2017
7.61%8.54%
2016
20.52%25.99%
2015
-4.53%-6.71%
2014
2.49%3.34%
2013
35.53%36.22%
2012
15.44%16.00%
2011
-5.42%-4.45%
2010
24.14%26.17%
2009
30.92%31.32%
2008
-34.19%-32.24%
2007
-6.80%-6.08%
2006
20.19%16.27%
2005
6.78%6.40%
2004
22.98%21.14%
2003
42.79%42.38%
2002
-11.64%-10.12%
2001
12.43%15.92%
2000
23.13%18.64%
1999
-7.00%6.78%
1998
-2.84%-6.93%
1997
35.11%27.89%
1996
22.13%22.50%
1995
18.21%22.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.93%N/AN/AN/A
2023-0.32%4.64%-2.07%13.07%
2022-2.83%-14.10%-5.68%11.59%
202120.11%3.46%-1.66%5.96%
2020-39.12%23.08%3.29%30.47%
201913.02%1.42%-1.94%8.49%
2018-2.42%4.77%1.01%-19.59%
2017-0.44%0.58%3.90%3.43%
20161.28%1.84%5.15%11.12%
20153.31%-0.84%-9.44%2.90%
20141.40%2.87%-8.15%6.97%
201311.97%3.72%6.97%9.10%
201212.38%-4.45%3.74%3.63%
20115.89%-1.68%-21.57%15.83%
20108.82%-9.01%10.27%13.71%
2009-15.90%22.49%21.80%4.35%
2008-6.02%-2.01%-1.13%-27.72%
20073.30%3.26%-5.27%-7.76%
200611.12%-3.48%2.28%9.55%
2005-1.76%3.65%4.26%0.58%
20047.05%0.97%-0.35%14.17%
2003-4.97%20.32%7.04%16.67%
20028.30%-4.76%-18.89%5.63%
2001-0.49%11.07%-12.99%16.91%
20001.56%3.52%9.30%7.15%
1999-12.52%13.55%-7.10%0.78%
199811.97%-4.46%-19.78%13.21%
19972.82%16.33%12.30%0.58%
19965.76%3.86%1.50%9.55%
19952.24%5.93%9.75%-0.55%

Rank in category (by total return)

YTD32
1-month46
3-month45
1-year29
3-year62
5-year72

Load adjusted returns

1-year18.43%
3-year1.81%
5-year6.55%
10-year5.51%