SEI Asset Allc Diversified Agrsv Stk A (SAGSX)

Basic Info

SEI Asset Allc Diversified Agrsv Stk A started on 02/25/1998
SEI Asset Allc Diversified Agrsv Stk A is classified as asset class LARGE BLEND
SEI Asset Allc Diversified Agrsv Stk A expense ratio is -
SEI Asset Allc Diversified Agrsv Stk A rating is
Not Rated

SEI Asset Allc Diversified Agrsv Stk A (SAGSX) Dividend Info

SEI Asset Allc Diversified Agrsv Stk A (SAGSX) dividend growth in the last 12 months is 147.55%

The trailing 12-month yield of SEI Asset Allc Diversified Agrsv Stk A is 3.70%. its dividend history:

DateDividend
12/30/2010 0.334
10/05/2010 0.009
07/06/2010 0.011
03/30/2010 0.008
12/30/2009 0.029
12/04/2009 0.101
07/06/2009 0.005
03/30/2009 0.045
12/30/2008 0.043
10/03/2008 0.016
07/03/2008 0.021
03/28/2008 0.034
12/28/2007 0.482
10/03/2007 0.028
07/03/2007 0.036
03/29/2007 0.018
12/28/2006 0.233
10/03/2006 0.023
07/05/2006 0.022
03/29/2006 0.02
12/28/2005 0.066
12/08/2005 0.021
10/04/2005 0.012
07/05/2005 0.014
03/29/2005 0.008
12/31/2004 0.087
12/09/2004 0.038
10/04/2004 0.01
09/30/2004 0.01
07/02/2004 0.01
04/01/2004 0.009
12/29/2003 0.037
12/04/2003 0.009
10/02/2003 0.008
07/02/2003 0.008
04/02/2003 0.01
12/27/2002 0.019
10/02/2002 0.006
07/02/2002 0.006
04/02/2002 0.009
12/27/2001 0.015
12/06/2001 0.353
10/02/2001 0.006
07/03/2001 0.006
04/03/2001 0.005
12/26/2000 0.023
12/07/2000 1.188
10/03/2000 0.016
07/05/2000 0.011
04/04/2000 0.014
12/27/1999 0.035
12/03/1999 0.32
07/01/1999 0.008
04/01/1999 0.087
01/04/1999 0.257
12/03/1998 0.689
10/01/1998 0.007
07/01/1998 0.004

Dividend Growth History for SEI Asset Allc Diversified Agrsv Stk A (SAGSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2010
2010 $0.362 3.67% 101.11% -
2009 $0.18 2.27% 57.89% 101.11%
2008 $0.114 0.82% -79.79% 78.20%
2007 $0.564 4.00% 89.26% -13.74%
2006 $0.298 2.38% 146.28% 4.98%
2005 $0.121 1.07% -26.22% 24.50%
2004 $0.164 1.61% 127.78% 14.11%
2003 $0.072 0.89% 80.00% 25.95%
2002 $0.04 0.40% -89.61% 31.70%
2001 $0.385 3.25% -69.25% -0.68%
2000 $1.252 8.18% 77.09% -11.67%
1999 $0.707 5.69% 1.00% -5.90%
1998 $0.7 5.57% - -5.35%

Dividend Growth Chart for SEI Asset Allc Diversified Agrsv Stk A (SAGSX)

SEI Asset Allc Diversified Agrsv Stk A (SAGSX) Historical Returns And Risk Info

From 02/25/1998 to 05/18/2011, the compound annualized total return (dividend reinvested) of SEI Asset Allc Diversified Agrsv Stk A (SAGSX) is 2.125%. Its cumulative total return (dividend reinvested) is 31.982%.

From 02/25/1998 to 05/18/2011, the Maximum Drawdown of SEI Asset Allc Diversified Agrsv Stk A (SAGSX) is 61.5%.

From 02/25/1998 to 05/18/2011, the Sharpe Ratio of SEI Asset Allc Diversified Agrsv Stk A (SAGSX) is 0.01.

From 02/25/1998 to 05/18/2011, the Annualized Standard Deviation of SEI Asset Allc Diversified Agrsv Stk A (SAGSX) is 19.9%.

From 02/25/1998 to 05/18/2011, the Beta of SEI Asset Allc Diversified Agrsv Stk A (SAGSX) is 0.97.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
02/25/1998		 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return(%) 0.0 19.6 -4.7 -0.5 1.4 2.1 3.9 13.7 28.2 -44.7 4.5 16.6 9.0 13.5 29.9 -21.2 -14.7 -12.5 28.4 6.5
Sharpe Ratio NA 1.2 -0.17 -0.07 0.0 0.01 0.93 0.73 1.06 -1.13 0.09 1.23 0.7 1.16 1.99 -1.05 -0.86 -0.83 1.8 0.24
Draw Down(%) NA 8.0 57.3 61.5 61.5 61.5 7.2 15.6 27.4 55.3 11.8 10.8 7.0 8.5 14.2 31.6 31.5 21.1 10.0 26.6
Standard Deviation(%) NA 16.2 29.3 24.8 20.5 19.9 11.6 18.5 26.5 40.2 15.9 10.9 9.7 10.8 14.7 21.3 20.0 20.0 14.0 18.2
Treynor Ratio NA 0.21 -0.05 -0.02 0.0 0.0 0.16 0.14 0.29 -0.47 0.02 0.13 0.07 0.13 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.0 -0.02 -0.02 -0.01 0.0 -0.01 -0.01 0.01 -0.06 -0.01 0.0 0.01 0.02 NA NA NA NA NA NA
Beta NA 0.93 0.97 0.97 0.97 0.97 0.69 1.01 0.96 0.97 0.98 1.02 0.91 0.95 NA NA NA NA NA NA
RSquare NA 0.88 0.97 0.96 0.76 0.6 0.58 0.97 0.97 0.98 0.95 0.91 0.93 0.88 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 3.7 1.5 2.3 1.9 N/A 0.0 3.7 2.3 0.8 4.0 2.4 1.1 1.6 0.9 0.4 3.2 8.2 5.7 5.6
Dividend Growth(%) N/A 147.6 -38.4 88.0 N/A N/A -100.0 101.1 57.9 -79.8 89.3 146.3 -26.2 127.8 80.0 -89.6 -69.2 77.1 1.0 N/A

Return Calculator for SEI Asset Allc Diversified Agrsv Stk A (SAGSX)

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SEI Asset Allc Diversified Agrsv Stk A (SAGSX) Historical Return Chart

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SEI Asset Allc Diversified Agrsv Stk A (SAGSX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/25/1998 to 05/18/2011, the worst annualized return of 3-year rolling returns for SEI Asset Allc Diversified Agrsv Stk A (SAGSX) is -19.19%.
From 02/25/1998 to 05/18/2011, the worst annualized return of 5-year rolling returns for SEI Asset Allc Diversified Agrsv Stk A (SAGSX) is -8.04%.
From 02/25/1998 to 05/18/2011, the worst annualized return of 10-year rolling returns for SEI Asset Allc Diversified Agrsv Stk A (SAGSX) is -3.89%.
From 02/25/1998 to 05/18/2011, the worst annualized return of 20-year rolling returns for SEI Asset Allc Diversified Agrsv Stk A (SAGSX) is NA.

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