0P0000JBN9.TO - SEI Balanced 60/40 Class S

Toronto - Toronto Delayed Price. Currency in CAD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.20%
5-Year Average Return2.77%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Jun 7, 2023)13.66%
Worst 1 Yr Total Return (Jun 7, 2023)N/A
Best 3-Yr Total Return13.66%
Worst 3-Yr Total Return1.72%

Trailing Returns (%) Vs. Benchmarks

Return0P0000JBN9.TOCategory
YTD3.20%0.00%
1-Month-0.40%0.00%
3-Month-0.96%0.00%
1-Year2.65%0.00%
3-Year3.52%0.00%
5-Year2.77%0.00%
10-Year4.95%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000JBN9.TOCategory
2023
N/AN/A
2022
-10.10%N/A
2021
9.94%N/A
2020
6.50%N/A
2019
12.92%N/A
2018
-4.92%N/A
2017
7.41%N/A
2016
4.49%N/A
2015
4.81%N/A
2014
8.51%N/A
2013
13.66%N/A
2012
7.01%N/A
2011
-3.00%N/A
2010
9.48%N/A
2009
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.77%N/AN/AN/A
2022-4.74%-9.80%-1.46%6.18%
20212.35%3.74%-0.10%3.64%
2020-12.75%10.78%3.40%6.56%
20197.17%1.43%1.06%2.79%
2018-0.41%1.82%0.04%-6.27%
20172.80%0.51%0.50%3.44%
2016-1.87%1.84%4.23%0.32%
20156.59%-1.41%-3.31%3.15%
20144.13%2.04%0.28%1.84%
20134.32%-0.67%3.43%6.05%
20124.79%-2.63%3.13%1.69%
20111.62%-1.11%-6.73%3.49%
20101.80%-3.62%6.88%4.40%
200910.06%6.88%2.11%N/A

Rank In Category (By Total Return)

YTD63
1-Month53
3-Month84
1-Year50
3-Year27
5-Year58

Load Adjusted Returns

1-Year3.41%
3-Year6.03%
5-Year3.60%
10-Year5.12%