Find A Portfolio/Ticker
Comparison Box
SBDAX: SEI Tax-Exempt CA Municipal Bond A (MUTUAL FUND)
Basic Info 10.27 0(0.0%) January 27
Asset Class: | Muni California Intermediate |
MyPlanIQ Rating: | (88%) |
Start Date: | 04/28/1999 |
Last Dividend Date: | 12/30/2022 |
12-Mo. Yield | 1.41% |
Expenses | 0.60% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/27/2023)
Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.0 | 2.3 | -0.6 | -0.1 | 1.6 | 1.6 | 2.7 | 2.4 | -5.5 | 0.5 | 3.8 | 5.7 | 0.9 | 3.5 | -1.2 | 3.0 | 5.6 | -1.6 | 4.3 | 9.5 | 3.5 | 7.6 | 0.9 | 3.7 | 3.4 | 0.9 | 2.3 | -0.8 | 2.2 | -0.3 | 5.7 | -3.1 | 2.5 |
SR | NA | 18.53 | -0.6 | -0.15 | 0.19 | 0.35 | NA | 0.42 | -1.91 | 0.3 | 0.49 | 2.65 | -0.3 | 1.49 | -0.54 | 1.6 | 2.95 | -0.63 | 2.18 | 4.38 | 1.36 | 2.26 | -0.01 | 0.3 | 0.05 | -0.51 | 0.37 | -0.42 | 0.35 | -1.14 | 0.97 | -3.01 | 1.85 |
DD(%) | NA | 0.1 | 7.3 | 11.3 | 11.3 | 11.3 | NA | 11.3 | 9.5 | 1.9 | 11.3 | 1.8 | 2.1 | 2.4 | 5.7 | 2.3 | 1.3 | 5.0 | 1.9 | 2.0 | 4.3 | 3.1 | 7.4 | 1.8 | 1.5 | 2.7 | 6.7 | 5.9 | 5.2 | 3.8 | 2.3 | 4.6 | 1.5 |
SD(%) | NA | 1.8 | 3.6 | 4.7 | 3.8 | 3.1 | NA | 2.9 | 3.6 | 1.5 | 7.2 | 1.6 | 1.5 | 2.0 | 2.6 | 1.8 | 1.9 | 2.6 | 2.0 | 2.2 | 2.5 | 3.3 | 4.4 | 2.2 | 2.2 | 2.5 | 3.7 | 3.5 | 3.2 | 2.3 | 1.7 | 2.1 | 2.5 |
TR | NA | 0.7 | -0.04 | -0.01 | 0.01 | 0.02 | NA | 0.02 | -0.12 | 0.01 | 0.04 | 0.07 | -0.01 | 0.05 | -0.02 | 0.05 | 0.08 | -0.03 | 0.06 | 0.16 | 0.05 | 0.1 | 0.0 | 0.01 | 0.0 | -0.02 | 0.02 | -0.02 | 0.02 | -0.06 | 0.05 | -0.13 | 0.08 |
Alpha(%) | NA | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 |
Beta(%) | NA | 0.49 | 0.59 | 0.74 | 0.73 | 0.71 | NA | 0.66 | 0.6 | 0.6 | 0.81 | 0.66 | 0.62 | 0.64 | 0.73 | 0.65 | 0.71 | 0.62 | 0.69 | 0.6 | 0.64 | 0.72 | 0.54 | 0.64 | 0.79 | 0.79 | 0.82 | 0.71 | 0.62 | 0.46 | 0.32 | 0.5 | 0.57 |
RS | NA | 0.82 | 0.86 | 0.91 | 0.9 | 0.87 | NA | 0.76 | 0.86 | 0.66 | 0.96 | 0.76 | 0.72 | 0.78 | 0.87 | 0.76 | 0.67 | 0.85 | 0.74 | 0.65 | 0.78 | 0.72 | 0.78 | 0.73 | 0.83 | 0.82 | 0.85 | 0.68 | 0.52 | 0.39 | 0.36 | 0.54 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/28/1999
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni California Intermediate Asset Class Trend Rankings |
Top Rated Funds in Muni California Intermediate
Best Mutual Funds
- VCAIX (Vanguard CA Interm-Term Tax-Exempt Inv) 0.0% (94%)
- CNTIX (CNI Charter CA Tax Exempt Bond Servicing) 0.0% (91%)
- SBDAX (SEI Tax-Exempt CA Municipal Bond A) 0.0% (88%)
- JPICX (JPMorgan CA Tax Free Bond Instl) 0.20% (84%)
- PYCRX (Payden CA Municipal Income) 0.0% (81%)
- NCMAX (Columbia CA Intermediate Muni Bond Z) 0.0% (78%)
- BCITX (American Century CA Interm-T T-Fr Bd Inv) 0.0% (75%)
- NCITX (Northern CA Intermediate Tax-Exempt) 0.0% (69%)
- CFNTX (Shelton California Tax-Free Income) 0.0% (66%)
- SICYX (Legg Mason WA Interm Maturity CA Muni I) 0.12% (62%)