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SEI S&P 500 Index I (SIMT) (SPIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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92.33+1.15 (+1.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.73%
5-year average return12.87%
Number of years up18
Number of years down3
Best 1-yr total return (2 May 2024)31.52%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.52%
Worst 3-yr total return6.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPIIXCategory
YTD5.80%14.84%
1-month-4.14%1.65%
3-month4.11%7.55%
1-year21.85%40.47%
3-year7.35%16.77%
5-year12.46%16.15%
10-year11.69%13.21%
Last bull market25.78%24.09%
Last bear market-16.24%-17.61%

Annual total return (%) history

Year
SPIIXCategory
2024
N/AN/A
2023
25.47%N/A
2022
-18.65%N/A
2021
27.90%N/A
2020
17.62%15.83%
2019
30.69%28.78%
2018
-5.01%-6.27%
2017
21.06%20.44%
2016
11.20%10.37%
2015
0.83%-1.07%
2014
12.96%10.96%
2013
31.52%31.50%
2012
15.32%14.96%
2011
1.54%-1.27%
2010
14.57%14.01%
2009
25.90%28.17%
2008
-37.59%-37.79%
2007
4.91%6.16%
2006
15.08%14.17%
2005
4.19%5.88%
2004
10.15%10.02%
2003
27.51%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.36%N/AN/AN/A
20237.32%8.57%-3.42%11.51%
2022-4.74%-16.24%-5.05%7.38%
20216.03%8.37%0.42%10.85%
2020-19.75%20.37%8.74%11.98%
201913.49%4.15%1.55%8.88%
2018-0.93%3.26%7.52%-13.64%
20175.89%2.93%4.31%6.48%
20161.15%2.30%3.66%3.67%
20150.81%0.20%-6.62%6.91%
20141.65%5.06%0.96%4.76%
201310.42%2.76%5.06%10.34%
201212.46%-2.95%6.19%-0.50%
20115.80%-0.06%-14.02%11.69%
20105.21%-11.50%11.24%10.61%
2009-11.14%15.81%15.55%5.88%
2008-9.56%-2.89%-8.61%-22.24%
20070.48%6.12%1.89%-3.44%
20064.06%-1.59%5.48%6.53%
2005-2.34%1.21%3.69%1.65%
20041.52%1.82%-2.30%9.07%
2003-3.32%15.23%2.53%11.63%
2002-17.39%8.27%N/AN/A

Rank in category (by total return)

YTD47
1-month44
3-month49
1-year50
3-year38
5-year43

Load adjusted returns

1-year21.85%
3-year7.35%
5-year12.46%
10-year11.69%