SEI Institutional Investments Trust Large Cap Index Fund (LCIAX)
The fund invests substantially all of its assets (at least 80%) in securities listed in the Russell 1000 Index. The Russell 1000 Index (the index) measures the performance of the large-cap segment of the U.S. equity universe and includes approximately 1000 of the largest securities based on their market capitalization.
Fund Info
ISIN | US7839808570 |
---|---|
Issuer | SEI |
Inception Date | Apr 1, 2002 |
Category | Large Cap Blend Equities |
Min. Investment | $100,000 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
LCIAX features an expense ratio of 0.13%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SEI Institutional Investments Trust Large Cap Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SEI Institutional Investments Trust Large Cap Index Fund had a return of 10.14% year-to-date (YTD) and 28.88% in the last 12 months. Over the past 10 years, SEI Institutional Investments Trust Large Cap Index Fund had an annualized return of 11.74%, outperforming the S&P 500 benchmark which had an annualized return of 10.84%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.14% | 10.00% |
1 month | 2.48% | 2.41% |
6 months | 17.79% | 16.70% |
1 year | 28.88% | 26.85% |
5 years (annualized) | 14.26% | 12.81% |
10 years (annualized) | 11.74% | 10.84% |
Monthly Returns
The table below presents the monthly returns of LCIAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.39% | 5.39% | 3.21% | -4.25% | 10.14% | ||||||||
2023 | 6.72% | -2.39% | 3.14% | 1.25% | 0.44% | 6.76% | 3.44% | -1.76% | -4.71% | -2.44% | 9.37% | 4.98% | 26.51% |
2022 | -5.62% | -2.74% | 3.37% | -8.92% | -0.16% | -8.39% | 9.36% | -3.84% | -9.26% | 8.00% | 5.39% | -5.96% | -19.27% |
2021 | -0.84% | 2.90% | 3.78% | 5.38% | 0.47% | 2.49% | 2.07% | 2.89% | -4.59% | 6.94% | -1.34% | 3.96% | 26.29% |
2020 | 0.10% | -8.17% | -13.18% | 13.18% | 5.27% | 2.20% | 5.87% | 7.31% | -3.66% | -2.40% | 11.74% | 4.21% | 20.90% |
2019 | 8.40% | 3.38% | 1.73% | 4.04% | -6.40% | 7.01% | 1.54% | -1.85% | 1.77% | 2.10% | 3.78% | 2.89% | 31.37% |
2018 | 5.47% | -3.67% | -2.25% | 0.32% | 2.55% | 0.66% | 3.44% | 3.43% | 0.37% | -7.07% | 2.05% | -9.40% | -5.10% |
2017 | 2.00% | 3.86% | 0.06% | 1.05% | 1.27% | 0.70% | 1.97% | 0.29% | 2.13% | 2.28% | 3.05% | 1.10% | 21.59% |
2016 | -5.37% | -0.02% | 6.95% | 0.52% | 1.75% | 0.24% | 3.80% | 0.13% | 0.08% | -1.95% | 3.94% | 1.88% | 12.05% |
2015 | -2.74% | 5.79% | -1.25% | 0.27% | 1.31% | -1.87% | 1.92% | -6.00% | -2.75% | 8.08% | 0.34% | -2.39% | -0.09% |
2014 | -3.18% | 4.72% | 0.64% | 0.48% | 2.29% | 2.27% | -1.61% | 4.12% | -1.76% | 2.45% | 2.62% | -6.26% | 6.39% |
2013 | 5.42% | 1.34% | 3.86% | 1.84% | 2.22% | -1.36% | 5.35% | -2.76% | 3.47% | 4.40% | 2.81% | 2.67% | 33.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LCIAX is 88, placing it in the top 12% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
LCIAX (SEI Institutional Investments Trust Large Cap Index Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SEI Institutional Investments Trust Large Cap Index Fund (LCIAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SEI Institutional Investments Trust Large Cap Index Fund granted a 11.95% dividend yield in the last twelve months. The annual payout for that period amounted to $23.76 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $23.76 | $23.79 | $27.14 | $21.78 | $5.41 | $32.78 | $31.36 | $8.18 | $5.36 | $8.33 | $3.16 | $5.41 |
Dividend yield | 11.95% | 13.13% | 16.71% | 9.30% | 2.67% | 18.94% | 19.92% | 4.15% | 3.17% | 5.35% | 1.92% | 3.44% |
Monthly Dividends
The table displays the monthly dividend distributions for SEI Institutional Investments Trust Large Cap Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.70 | $0.00 | $0.70 | |||||||
2023 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.72 | $0.00 | $21.70 | $23.79 |
2022 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.81 | $0.00 | $24.85 | $27.14 |
2021 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.83 | $0.00 | $19.41 | $21.78 |
2020 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.67 | $0.00 | $3.29 | $5.41 |
2019 | $0.00 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.92 | $0.00 | $30.10 | $32.78 |
2018 | $0.00 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $1.16 | $0.00 | $0.00 | $1.04 | $0.00 | $28.29 | $31.36 |
2017 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.96 | $0.00 | $5.96 | $8.18 |
2016 | $0.00 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.83 | $0.00 | $2.96 | $5.36 |
2015 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.83 | $0.00 | $6.71 | $8.33 |
2014 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.78 | $0.00 | $0.85 | $3.16 |
2013 | $0.62 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.79 | $0.00 | $3.33 | $5.41 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the SEI Institutional Investments Trust Large Cap Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SEI Institutional Investments Trust Large Cap Index Fund was 56.71%, occurring on Mar 9, 2009. Recovery took 888 trading sessions.
The current SEI Institutional Investments Trust Large Cap Index Fund drawdown is 0.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-56.71% | Oct 10, 2007 | 355 | Mar 9, 2009 | 888 | Sep 14, 2012 | 1243 |
-34.54% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
-25.09% | Jan 4, 2022 | 195 | Oct 12, 2022 | 295 | Dec 14, 2023 | 490 |
-19.95% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
-16.81% | Dec 8, 2014 | 297 | Feb 11, 2016 | 108 | Jul 18, 2016 | 405 |
Volatility
Volatility Chart
The current SEI Institutional Investments Trust Large Cap Index Fund volatility is 3.36%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.