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SEIC: SEI Investments Company (STOCK)
Basic Info 68.45 0.48(0.71%) May 21
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/25/1981 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.53% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/25/1981 |
2023 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 7.7 | 19.9 | 4.6 | 7.3 | 9.4 | 12.1 | 9.7 | 17.1 | 10.6 | -2.9 | 7.4 | -11.1 | 43.4 | -34.9 | 47.0 | -4.8 | 32.9 | 16.8 | 50.8 | 36.6 | -26.0 | 37.0 | 13.2 | -50.9 | 9.0 | 64.0 | -9.6 | 42.6 | 13.2 | -38.5 | -18.0 | 406.8 | 19.8 | 136.6 | 88.8 | 2.3 | 26.1 | -34.3 | 65.4 | 22.1 | 20.2 | 21.8 | 1.4 | 2.9 | 83.8 | -21.3 | 64.9 | -44.1 | 30.8 | 59.2 | 34.2 |
Sharpe Ratio | NA | 1.11 | 0.94 | 0.09 | 0.2 | 0.32 | NA | NA | 0.39 | 0.37 | -0.17 | 0.28 | -0.25 | 1.94 | -1.48 | 3.18 | -0.15 | 1.51 | 0.88 | 2.68 | 1.68 | -0.7 | 1.41 | 0.29 | -0.74 | 0.2 | 2.99 | -0.5 | 1.66 | 0.36 | -0.81 | -0.34 | 5.26 | 0.35 | 2.84 | 2.47 | -0.04 | 0.71 | -1.06 | 2.01 | 0.65 | 0.43 | 0.39 | -0.2 | -0.05 | 1.5 | -0.71 | 1.97 | -1.21 | 0.66 | 1.61 | 1.03 |
Draw Down(%) | NA | 8.4 | 17.4 | 26.0 | 47.2 | 51.8 | NA | NA | 71.2 | 17.4 | 25.0 | 14.5 | 47.2 | 13.9 | 44.6 | 6.6 | 35.4 | 15.5 | 14.5 | 11.5 | 19.4 | 42.5 | 27.5 | 41.2 | 61.7 | 27.6 | 8.2 | 23.3 | 23.0 | 24.1 | 58.1 | 49.3 | 23.4 | 32.4 | 32.2 | 23.5 | 26.5 | 19.4 | 39.3 | 15.4 | 31.2 | 22.7 | 33.0 | 17.5 | 23.5 | 39.4 | 44.3 | 17.1 | 60.7 | 31.3 | 22.7 | 31.5 |
Standard Deviation(%) | NA | 15.6 | 16.0 | 21.2 | 28.5 | 26.2 | NA | NA | 36.7 | 17.1 | 26.0 | 26.2 | 45.8 | 21.7 | 24.5 | 14.6 | 32.5 | 21.8 | 19.0 | 19.0 | 21.9 | 37.0 | 26.2 | 45.2 | 69.5 | 29.9 | 20.5 | 23.8 | 25.0 | 34.8 | 48.9 | 60.4 | 76.6 | 46.7 | 47.0 | 34.4 | 32.5 | 31.2 | 35.1 | 31.3 | 30.2 | 38.1 | 41.9 | 21.7 | 34.1 | 52.9 | 35.8 | 30.3 | 41.9 | 37.4 | 32.0 | 35.5 |
Treynor Ratio | NA | 0.2 | 0.16 | 0.02 | 0.06 | 0.08 | NA | NA | 0.12 | 0.07 | -0.05 | 0.07 | -0.1 | 0.34 | -0.35 | 0.38 | -0.03 | 0.3 | 0.16 | 0.38 | 0.3 | -0.2 | 0.36 | 0.1 | -0.35 | 0.05 | 0.47 | -0.08 | 0.32 | 0.08 | -0.26 | -0.11 | 3.3 | 0.26 | 1.02 | 1.31 | -0.02 | 1.07 | -2.69 | 1.35 | 0.45 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 | NA | NA | 0.05 | -0.05 | 0.06 | -0.06 | -0.11 | 0.02 | -0.14 | 0.06 | -0.08 | 0.12 | 0.02 | 0.01 | 0.05 | -0.11 | 0.07 | -0.06 | 0.03 | 0.02 | 0.13 | -0.06 | 0.09 | -0.1 | -0.02 | 0.07 | 0.81 | 0.05 | 0.27 | 0.2 | -0.03 | 0.07 | -0.15 | 0.2 | 0.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.86 | 0.92 | 0.88 | 1.0 | 1.06 | NA | NA | 1.22 | 0.92 | 0.84 | 1.08 | 1.09 | 1.22 | 1.04 | 1.23 | 1.69 | 1.11 | 1.07 | 1.34 | 1.25 | 1.28 | 1.02 | 1.33 | 1.46 | 1.32 | 1.3 | 1.43 | 1.3 | 1.5 | 1.51 | 1.84 | 1.22 | 0.65 | 1.3 | 0.65 | 0.71 | 0.21 | 0.14 | 0.47 | 0.44 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.42 | 0.47 | 0.55 | 0.59 | 0.54 | NA | NA | 0.28 | 0.54 | 0.64 | 0.33 | 0.69 | 0.52 | 0.52 | 0.35 | 0.51 | 0.6 | 0.43 | 0.65 | 0.56 | 0.72 | 0.53 | 0.68 | 0.74 | 0.49 | 0.46 | 0.4 | 0.35 | 0.5 | 0.59 | 0.46 | 0.13 | 0.06 | 0.3 | 0.09 | 0.06 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 1.5 | 1.3 | 1.5 | 2.2 | 3.7 | 3.5 | N/A | 1.5 | 1.4 | 1.4 | 1.1 | 1.5 | 0.9 | 1.2 | 1.1 | 1.9 | 1.3 | 1.7 | 1.8 | 1.1 | 1.1 | 1.6 | 0.5 | 0.9 | 2.6 | 2.2 | 3.8 | 1.0 | 1.5 | 1.8 | 53.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 7.2 | 22.7 | 31.9 | 113.7 | 0.2 | 57.7 | N/A | 7.2 | 7.8 | 6.9 | 5.9 | 7.9 | 8.6 | 7.4 | -27.0 | 60.9 | 9.5 | 35.5 | 14.8 | 35.0 | -20.0 | 66.7 | -46.4 | -41.7 | 9.1 | -24.1 | 314.3 | -58.8 | -19.0 | -92.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/25/1981
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