Nasdaq - Delayed Quote USD

SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX)

17.71
+0.26
+(1.49%)
At close: 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.08%
5y Average Return 13.44%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 14, 2025) 24.32%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 24.32%
Worst 3Y Total Return 7.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STVYX
Category
YTD
3.43%
4.44%
1-Month
-1.16%
-4.04%
3-Month
0.76%
4.09%
1-Year
13.70%
14.37%
3-Year
9.84%
6.04%
5-Year
13.03%
9.20%
10-Year
9.80%
8.57%
Last Bull Market
16.37%
22.97%
Last Bear Market
-7.83%
-11.27%

Annual Total Return (%) History

Year
STVYX
Category
2025
--
--
2024
17.49%
--
2023
7.82%
11.63%
2022
-2.82%
-5.90%
2021
24.32%
26.22%
2020
1.59%
2.91%
2019
24.31%
25.04%
2018
-2.61%
-8.53%

2017
15.48%
15.94%
2016
12.05%
14.81%
2015
--
-4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.65% -- -- --
2024 10.26% 1.11% 8.48% -2.85%
2023 0.78% 3.30% -3.36% 7.17%
2022 -0.05% -7.83% -4.61% 10.59%
2021 5.00% 6.05% 0.40% 11.20%
2020 -20.26% 11.91% 5.09% 8.33%
2019 10.44% 4.12% 2.75% 5.21%
2018 -1.54% 1.29% 7.41% -9.08%
2017 5.05% 1.75% 2.77% 5.12%
2016 5.63% 3.15% -0.14% 2.98%

2015 -1.96% 3.33% -- --

Rank in Category (By Total Return)

YTD 5
1-Month 6
3-Month 4
1-Year 6
3-Year 16
5-Year 58

Load Adjusted Returns

1-Year 13.70%
3-Year 9.84%
5-Year 13.03%
10-Year 9.80%

Performance & Risk

YTD Return 3.08%
5y Average Return 13.44%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family SEI
Net Assets 697.27M
YTD Return 3.43%
Yield 1.10%
Morningstar Rating
Inception Date Dec 20, 2007

Fund Summary

The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs and warrants. It may also, to a lesser extent, invest in American Depositary Receipts (ADRs), real estate investment trusts (REITs) and securities of non-U.S. companies.

Related Tickers