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SEI Multi-Asset Income F (SIMT) (SIOAX)
At close: 8:05 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.44% |
| 5y Average Return | 3.05% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 28, 2024) | 14.32% |
| Worst 1Y Total Return (Oct 28, 2024) | -- |
| Best 3Y Total Return | 14.32% |
| Worst 3Y Total Return | -1.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SIOAX
Category
- YTD
- 8.51%
- 9.69%
- 1-Month
- 1.40%
- 0.97%
- 3-Month
- 5.50%
- 5.21%
- 1-Year
- 16.56%
- 27.45%
- 3-Year
- 1.82%
- 8.85%
- 5-Year
- 3.33%
- 8.56%
- 10-Year
- 4.39%
- 5.61%
- Last Bull Market
- 11.24%
- 10.63%
- Last Bear Market
- -9.10%
- -12.05%
Annual Total Return (%) History
Year
SIOAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.93% | 0.91% | 5.50% | -- |
| 2023 | 3.48% | 0.85% | -0.91% | 7.42% |
| 2022 | -5.60% | -9.10% | -3.21% | 4.58% |
| 2021 | -0.82% | 3.42% | 0.63% | 0.85% |
| 2020 | -14.23% | 11.20% | 4.03% | 6.16% |
| 2019 | 6.55% | 3.29% | 1.18% | 2.66% |
| 2018 | -0.90% | -0.29% | 1.87% | -2.75% |
| 2017 | 2.46% | 1.60% | 1.65% | 0.90% |
| 2016 | 0.51% | 3.71% | 4.04% | 1.02% |
| 2015 | 2.44% | 0.18% | -0.86% | -0.99% |
| 2014 | 2.74% | 1.32% | -0.40% | 1.56% |
| 2013 | 3.70% | -0.92% | 0.92% | 2.42% |
| 2012 | 5.36% | 4.38% | -- | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 50 |
| 3-Month | 23 |
| 1-Year | 71 |
| 3-Year | 66 |
| 5-Year | 83 |
Load Adjusted Returns
| 1-Year | 16.56% |
| 3-Year | 1.82% |
| 5-Year | 3.33% |
| 10-Year | 4.39% |
Performance & Risk
| YTD Return | 7.44% |
| 5y Average Return | 3.05% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.63 |
| Morningstar Risk Rating |
Fund Overview
| Category | Tactical Allocation |
| Fund Family | SEI |
| Net Assets | 554.01M |
| YTD Return | 8.51% |
| Yield | 6.40% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2014 |
Fund Summary
Under normal circumstances, the fund will seek to generate total return with an emphasis on income by selecting investments from among a broad range of asset classes based upon SEI Investments Management Corporation's (SIMC) or the sub-adviser's (each, a Sub-Adviser and collectively, the Sub-Advisers) expectations for income and, to a lesser extent, capital appreciation. The asset classes used and the fund's allocations among asset classes will be determined based on SIMC's or the Sub-Adviser's views of fundamental, technical or valuation measures.
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