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SEI Tax-Managed Large Cap F (SIMT) (TMLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.01+0.38 (+1.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.52%
5-year average return13.14%
Number of years up18
Number of years down7
Best 1-yr total return (30 May 2024)34.73%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return34.73%
Worst 3-yr total return5.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTMLCXCategory
YTD3.82%5.31%
1-month-4.91%-4.19%
3-month2.74%3.90%
1-year15.50%20.31%
3-year6.08%6.48%
5-year10.95%11.78%
10-year9.98%10.96%
Last bull market23.74%25.56%
Last bear market-13.60%-15.11%

Annual total return (%) history

Year
TMLCXCategory
2024
N/AN/A
2023
17.38%22.32%
2022
-13.24%-16.96%
2021
28.42%26.07%
2020
12.16%15.83%
2019
28.30%28.78%
2018
-6.26%-6.27%
2017
21.17%20.44%
2016
8.01%10.37%
2015
-1.38%-1.07%
2014
10.99%10.96%
2013
34.73%31.50%
2012
16.35%14.96%
2011
0.43%-1.27%
2010
13.70%14.01%
2009
28.92%28.17%
2008
-39.39%-37.79%
2007
5.83%6.16%
2006
13.90%14.17%
2005
6.84%5.88%
2004
11.50%10.02%
2003
27.82%27.05%
2002
-23.22%-22.25%
2001
-12.37%-13.50%
2000
-12.42%-6.31%
1999
18.48%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.18%N/AN/AN/A
20233.72%6.06%-3.92%11.05%
2022-5.30%-13.60%-5.37%12.05%
20218.50%7.75%-0.27%10.14%
2020-21.71%18.45%6.96%13.08%
201912.57%3.35%1.43%8.73%
2018-0.24%2.66%6.50%-14.05%
20174.99%3.07%4.39%7.26%
2016-1.45%-0.27%5.94%3.73%
20151.71%-0.02%-7.71%5.09%
20141.64%4.25%0.29%4.44%
201311.10%2.54%6.84%10.69%
201214.01%-4.66%6.39%0.62%
20115.99%-0.23%-15.32%12.16%
20104.99%-12.08%11.63%10.34%
2009-10.21%17.35%15.39%6.03%
2008-10.21%-1.97%-10.50%-23.06%
20070.67%5.97%2.50%-3.22%
20064.54%-2.16%4.02%7.05%
2005-2.22%2.27%4.70%2.05%
20042.33%0.86%-1.13%9.27%
2003-3.47%15.54%2.55%11.76%
20020.38%-13.70%-18.15%8.29%
2001-13.13%6.88%-15.89%12.21%
20000.86%-3.64%0.42%-10.26%
19994.52%10.60%-7.95%11.34%
19983.44%-11.53%24.61%N/A

Rank in category (by total return)

YTD77
1-month83
3-month79
1-year81
3-year68
5-year71

Load adjusted returns

1-year15.50%
3-year6.08%
5-year10.95%
10-year9.98%