Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEIC (SEI Investments Company) | 8.00% | 5.26% | 16.90% | 7.99% | 6.92% | 11.13% | 8.47% | … | … |
Data as of 06/04/2026, Common starting date is 03/25/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEIC (SEI Investments Company) | 03/25/1981 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | -0.02 | 5.26 | 16.90 | 7.99 | 6.92 | 11.13 | 8.47 | … | … | 8.00 | 0.63 | 31.47 | 10.59 | -2.94 | 7.38 | -11.10 | 43.35 | -34.92 | 46.99 | -4.78 | 32.94 | 16.77 | 50.79 | 36.59 | -26.02 | 36.99 | 13.16 | -50.90 | 9.02 | 64.04 | -9.61 | 42.57 | 13.17 | -38.49 | -18.01 | 406.76 | 19.76 | 136.61 | 88.76 | 2.30 | 26.09 | -34.29 | 65.35 | 22.12 | 20.23 | 21.83 | 1.43 | 2.94 | 83.78 | -21.28 | 64.91 | -44.12 | 30.77 | 59.18 | 34.25 |
| Sharpe Ratio | NA | 0.10 | 0.63 | 0.25 | 0.20 | NA | NA | … | … | 0.57 | -0.09 | 1.51 | 0.41 | -0.17 | 0.28 | -0.25 | 1.93 | -1.49 | 3.18 | -0.15 | 1.51 | 0.88 | 2.68 | 1.68 | -0.70 | 1.41 | 0.29 | -0.74 | 0.20 | 2.98 | -0.50 | 1.66 | 0.36 | -0.81 | -0.34 | 5.25 | 0.35 | 2.83 | 2.46 | -0.04 | 0.71 | -1.06 | 2.01 | 0.65 | 0.43 | 0.39 | -0.21 | -0.06 | 1.50 | -0.71 | 1.96 | -1.22 | 0.65 | 1.60 | 1.01 |
| Standard Deviation(%) | NA | 22.11 | 21.51 | 22.30 | 25.87 | NA | NA | … | … | 27.94 | 23.96 | 18.46 | 17.11 | 25.99 | 26.19 | 45.75 | 21.66 | 24.51 | 14.64 | 32.51 | 21.79 | 19.01 | 18.95 | 21.91 | 37.03 | 26.16 | 45.21 | 69.50 | 29.89 | 20.46 | 23.76 | 25.01 | 34.76 | 48.89 | 60.40 | 76.61 | 46.74 | 46.99 | 34.36 | 32.46 | 31.23 | 35.12 | 31.29 | 30.15 | 38.12 | 41.92 | 21.68 | 34.15 | 52.89 | 35.81 | 30.26 | 41.88 | 37.38 | 31.97 | 35.50 |
| Draw Down(%) | NA | 19.36 | 23.25 | 26.00 | 51.78 | NA | NA | … | … | 15.23 | 23.25 | 11.76 | 17.45 | 24.99 | 14.50 | 47.15 | 13.87 | 44.63 | 6.62 | 35.38 | 15.52 | 14.49 | 11.49 | 19.42 | 42.49 | 27.48 | 41.23 | 61.72 | 27.61 | 8.18 | 23.32 | 23.01 | 24.11 | 58.10 | 49.35 | 23.42 | 32.45 | 32.18 | 23.50 | 26.50 | 19.39 | 39.29 | 15.35 | 31.25 | 22.73 | 32.95 | 17.50 | 23.53 | 39.44 | 44.29 | 17.11 | 60.75 | 31.34 | 22.73 | 31.53 |
| Yield(%) | 0.00 | 1.19 | 1.65 | 1.38 | 1.48 | 2.96 | 2.49 | … | … | 0.00 | 1.23 | 1.51 | 1.51 | 1.36 | 1.35 | 1.09 | 1.48 | 0.88 | 1.15 | 1.06 | 1.87 | 1.34 | 1.73 | 1.77 | 1.13 | 1.11 | 1.55 | 0.49 | 0.94 | 2.57 | 2.15 | 3.83 | 1.00 | 1.53 | 1.80 | 52.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/25/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEIC (SEI Investments Company) |
-19.81%
Sep 1983 – Sep 1986 |
-10.43%
Sep 2006 – Sep 2011 |
-1.01%
Dec 2001 – Dec 2011 |
4.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEIC (SEI Investments Company) |
143.06%
Dec 1997 – Dec 2000 |
94.35%
Dec 1995 – Dec 2000 |
50.87%
Oct 1990 – Oct 2000 |
38.72%
Jul 1986 – Jul 2001 |
Annualized Rolling Returns Comparison Chart