CFVAX vs. SEITX
CFVAX (SEI Catholic Values Trust Catholic Values Fixed Income Fund) and SEITX (SEI Institutional International Trust International Equity Fund) are both mutual funds - CFVAX is a Intermediate Core-Plus Bond fund managed by SEI, while SEITX is a Foreign Large Cap Equities fund managed by SEI. Over the past 10 years, CFVAX returned 0.84%/yr vs 9.76%/yr for SEITX. At a 0.07 correlation, their price movements are largely independent. CFVAX charges 0.71%/yr vs 1.08%/yr for SEITX.
Performance
CFVAX vs. SEITX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CFVAX achieves a 0.28% return, which is significantly lower than SEITX's 10.73% return. Over the past 10 years, CFVAX has underperformed SEITX with an annualized return of 0.84%, while SEITX has yielded a comparatively higher 9.76% annualized return.
CFVAX
- 1D
- 0.00%
- 1M
- 0.45%
- YTD
- 0.28%
- 6M
- 0.14%
- 1Y
- 5.06%
- 3Y*
- 2.94%
- 5Y*
- -1.13%
- 10Y*
- 0.84%
SEITX
- 1D
- 0.42%
- 1M
- 3.84%
- YTD
- 10.73%
- 6M
- 13.37%
- 1Y
- 26.36%
- 3Y*
- 20.19%
- 5Y*
- 9.73%
- 10Y*
- 9.76%
CFVAX vs. SEITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFVAX SEI Catholic Values Trust Catholic Values Fixed Income Fund | 0.28% | 6.89% | -0.30% | 4.27% | -15.80% | -2.01% | 8.02% | 8.87% | -0.82% | 3.33% |
SEITX SEI Institutional International Trust International Equity Fund | 10.73% | 36.91% | 6.71% | 18.14% | -15.97% | 10.09% | 11.37% | 22.42% | -16.71% | 26.66% |
Correlation
The correlation between CFVAX and SEITX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.07 |
Over the past year, CFVAX and SEITX have become more correlated (0.34) than their long-term average of 0.07, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CFVAX vs. SEITX — Risk / Return Rank
CFVAX
SEITX
CFVAX vs. SEITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Catholic Values Trust Catholic Values Fixed Income Fund (CFVAX) and SEI Institutional International Trust International Equity Fund (SEITX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CFVAX | SEITX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.35 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 2.37 | -0.79 |
| Martin ratioReturn relative to average drawdown | 4.72 | 8.82 | -4.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| CFVAX | SEITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.91 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | 0.62 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.60 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.28 | -0.06 |
Drawdowns
CFVAX vs. SEITX - Drawdown Comparison
The maximum CFVAX drawdown since its inception was -21.41%, smaller than the maximum SEITX drawdown of -66.98%. Use the drawdown chart below to compare losses from any high point for CFVAX and SEITX.
Loading charts...
Drawdown Indicators
| CFVAX | SEITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.41% | -66.98% | +45.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -11.23% | +8.01% |
Max Drawdown (3Y)Largest decline over 3 years | -7.52% | -14.42% | +6.90% |
Max Drawdown (5Y)Largest decline over 5 years | -21.12% | -30.60% | +9.48% |
Max Drawdown (10Y)Largest decline over 10 years | -21.41% | -38.19% | +16.78% |
Current DrawdownCurrent decline from peak | -8.06% | -0.55% | -7.51% |
Average DrawdownAverage peak-to-trough decline | -6.35% | -17.83% | +11.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 2.97% | -1.90% |
Volatility
CFVAX vs. SEITX - Volatility Comparison
The current volatility for SEI Catholic Values Trust Catholic Values Fixed Income Fund (CFVAX) is 1.44%, while SEI Institutional International Trust International Equity Fund (SEITX) has a volatility of 3.94%. This indicates that CFVAX experiences smaller price fluctuations and is considered to be less risky than SEITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CFVAX | SEITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 3.94% | -2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 2.91% | 11.24% | -8.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.08% | 14.05% | -9.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.40% | 15.96% | -9.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.27% | 16.50% | -11.23% |
CFVAX vs. SEITX - Expense Ratio Comparison
CFVAX has a 0.71% expense ratio, which is lower than SEITX's 1.08% expense ratio.
Dividends
CFVAX vs. SEITX - Dividend Comparison
CFVAX's dividend yield for the trailing twelve months is around 3.80%, less than SEITX's 15.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFVAX SEI Catholic Values Trust Catholic Values Fixed Income Fund | 3.80% | 3.73% | 2.63% | 1.62% | 1.41% | 1.70% | 3.91% | 2.97% | 2.42% | 1.66% | 0.33% | 0.00% |
SEITX SEI Institutional International Trust International Equity Fund | 15.17% | 16.80% | 12.15% | 2.04% | 1.82% | 14.32% | 0.98% | 1.73% | 1.60% | 1.30% | 1.17% | 1.01% |
Frequently Asked Questions
CFVAX and SEITX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SEITX has higher volatility (3.94%) compared to CFVAX (1.44%). In terms of maximum drawdown, CFVAX dropped -21.41% vs SEITX's -66.98%.
SEITX currently has the higher Sharpe Ratio (1.91 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CFVAX and SEITX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer