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SEI Asset Allocation Trust Defensive Strategy Fund (SEDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
9.15+0.02 (+0.22%)
At close: 08:05AM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.78%
5-Year Average Return1.43%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Sep 27, 2023)6.10%
Worst 1 Yr Total Return (Sep 27, 2023)N/A
Best 3-Yr Total Return6.10%
Worst 3-Yr Total Return-0.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSEDIXCategory
YTD1.78%0.44%
1-Month-0.11%0.02%
3-Month0.07%0.56%
1-Year3.32%2.65%
3-Year0.51%3.38%
5-Year1.43%2.40%
10-Year1.45%2.01%
Last Bull Market4.37%2.63%
Last Bear Market-2.29%-0.33%

Annual Total Return (%) History

Year
SEDIXCategory
2023
N/AN/A
2022
-3.87%N/A
2021
2.06%N/A
2020
2.51%3.81%
2019
6.10%4.72%
2018
-0.61%0.92%
2017
2.56%1.73%
2016
2.21%2.08%
2015
-0.40%0.19%
2014
1.77%1.07%
2013
0.67%0.45%
2012
3.24%3.67%
2011
2.20%1.66%
2010
2.39%4.11%
2009
3.93%9.30%
2008
-8.00%-4.23%
2007
-0.54%4.29%
2006
7.51%4.05%
2005
3.81%1.45%
2004
6.50%1.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.43%0.39%N/AN/A
2022-1.64%-2.29%-2.00%2.06%
20210.30%1.13%0.05%0.56%
2020-2.85%2.78%0.98%1.67%
20192.54%1.65%0.68%1.11%
2018-0.52%0.33%0.74%-1.16%
20170.84%0.36%0.67%0.67%
20160.95%1.22%0.44%-0.42%
20150.73%-0.10%-0.71%-0.32%
20140.61%1.15%-0.14%0.15%
20131.07%-1.56%0.51%0.67%
20121.04%0.42%1.35%0.40%
20110.66%0.96%-0.35%0.91%
20100.77%0.32%0.92%0.35%
20090.13%1.66%1.26%0.84%
2008-4.06%0.72%-1.49%-3.36%
20071.75%1.28%-1.23%-2.28%
20061.83%0.37%2.35%2.77%
2005-0.02%1.82%1.17%0.80%
20042.13%-0.29%1.95%2.58%

Rank In Category (By Total Return)

YTD72
1-Month95
3-Month25
1-Year58
3-Year16
5-Year36

Load Adjusted Returns

1-Year2.00%
3-Year0.48%
5-Year1.50%
10-Year1.55%
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