SEI Institutional Investments Trust Large Cap Fund (SLCAX)
The investment seeks long-term growth of capital and income. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. The market capitalization range and the composition of the Russell 1000 Index are subject to change.
Fund Info
US7839801054
Jun 14, 1996
$100,000
Large-Cap
Blend
Expense Ratio
SLCAX has an expense ratio of 0.47%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
SEI Institutional Investments Trust Large Cap Fund (SLCAX) returned 1.88% year-to-date (YTD) and 13.04% over the past 12 months. Over the past 10 years, SLCAX returned 10.30% annually, underperforming the S&P 500 benchmark at 10.84%.
SLCAX
1.88%
6.20%
-1.42%
13.04%
11.75%
14.55%
10.30%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of SLCAX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.56% | -1.34% | -4.90% | -1.07% | 5.98% | 1.88% | |||||||
| 2024 | 1.49% | 4.34% | 4.16% | -4.76% | 4.34% | 2.02% | 2.41% | 2.31% | 1.96% | -0.94% | 6.08% | -3.69% | 20.89% |
| 2023 | 5.96% | -2.89% | 1.14% | 1.20% | -1.35% | 6.90% | 3.02% | -1.87% | -4.37% | -2.49% | 8.74% | 4.94% | 19.49% |
| 2022 | -4.45% | -2.61% | 2.43% | -6.93% | 1.34% | -8.63% | 8.05% | -3.51% | -9.10% | 9.11% | 6.24% | -4.92% | -14.20% |
| 2021 | -0.80% | 4.18% | 5.39% | 4.76% | 1.74% | 0.80% | 1.56% | 2.57% | -4.50% | 5.84% | -1.98% | 4.73% | 26.47% |
| 2020 | -1.61% | -8.51% | -14.59% | 12.02% | 5.05% | 1.43% | 4.77% | 5.76% | -3.14% | -2.44% | 12.12% | 3.71% | 11.73% |
| 2019 | 7.91% | 3.70% | 1.06% | 3.20% | -6.18% | 6.65% | 0.97% | -2.03% | 2.33% | 2.05% | 3.49% | 2.58% | 28.06% |
| 2018 | 5.68% | -4.12% | -2.15% | -0.03% | 1.83% | 0.42% | 3.58% | 2.96% | 0.20% | -6.94% | 2.46% | -9.85% | -6.90% |
| 2017 | 2.08% | 3.36% | -0.35% | 0.61% | 0.54% | 1.62% | 2.16% | -0.09% | 2.99% | 1.64% | 3.69% | 1.06% | 20.99% |
| 2016 | -6.50% | -0.62% | 6.08% | 0.13% | 1.67% | -1.80% | 4.28% | 0.21% | 0.57% | -1.42% | 3.30% | 1.51% | 7.06% |
| 2015 | -3.08% | 6.31% | -0.79% | -0.04% | 1.96% | -1.66% | 2.28% | -6.06% | -3.25% | 7.49% | 0.67% | -2.03% | 0.98% |
| 2014 | -3.55% | 5.05% | 0.23% | -0.27% | 2.34% | 2.42% | -1.46% | 3.94% | -1.94% | 2.14% | 2.28% | -0.17% | 11.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SLCAX is 57, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SEI Institutional Investments Trust Large Cap Fund (SLCAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
SEI Institutional Investments Trust Large Cap Fund provided a 12.11% dividend yield over the last twelve months, with an annual payout of $1.87 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.87 | $1.88 | $1.11 | $1.71 | $3.53 | $1.12 | $1.74 | $4.25 | $4.39 | $1.03 | $3.36 | $2.38 |
Dividend yield | 12.11% | 12.36% | 7.91% | 13.40% | 20.96% | 6.90% | 11.19% | 31.45% | 23.33% | 5.34% | 17.75% | 10.77% |
Monthly Dividends
The table displays the monthly dividend distributions for SEI Institutional Investments Trust Large Cap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.06 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $1.66 | $1.88 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.92 | $1.11 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $1.50 | $1.71 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $3.32 | $3.53 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.91 | $1.12 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $1.50 | $1.74 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $4.01 | $4.25 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $4.18 | $4.39 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.80 | $1.03 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $3.11 | $3.36 |
| 2014 | $0.07 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $2.16 | $2.38 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the SEI Institutional Investments Trust Large Cap 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 Fund was 55.17%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The current SEI Institutional Investments Trust Large Cap Fund drawdown is 3.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.17% | Oct 10, 2007 | 355 | Mar 9, 2009 | 769 | Mar 26, 2012 | 1124 |
| -35.87% | Feb 13, 2020 | 27 | Mar 23, 2020 | 114 | Sep 2, 2020 | 141 |
| -22.8% | Jan 5, 2022 | 186 | Sep 30, 2022 | 302 | Dec 13, 2023 | 488 |
| -19.98% | Sep 24, 2018 | 64 | Dec 24, 2018 | 122 | Jun 20, 2019 | 186 |
| -17.38% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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