CONWX vs. SIFAX
Compare and contrast key facts about Concorde Wealth Management Fund (CONWX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
CONWX is managed by BlackRock. It was launched on Dec 3, 1987. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
CONWX vs. SIFAX - Performance Comparison
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CONWX vs. SIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 9.34% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Returns By Period
In the year-to-date period, CONWX achieves a 8.18% return, which is significantly lower than SIFAX's 9.34% return. Over the past 10 years, CONWX has outperformed SIFAX with an annualized return of 8.62%, while SIFAX has yielded a comparatively lower 3.95% annualized return.
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
SIFAX
- 1D
- 0.46%
- 1M
- 2.61%
- YTD
- 9.34%
- 6M
- 11.23%
- 1Y
- 11.09%
- 3Y*
- 7.29%
- 5Y*
- 6.95%
- 10Y*
- 3.95%
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CONWX vs. SIFAX - Expense Ratio Comparison
CONWX has a 1.41% expense ratio, which is higher than SIFAX's 0.90% expense ratio.
Return for Risk
CONWX vs. SIFAX — Risk / Return Rank
CONWX
SIFAX
CONWX vs. SIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Concorde Wealth Management Fund (CONWX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX). 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.
| CONWX | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 2.19 | -0.48 |
Sortino ratioReturn per unit of downside risk | 2.36 | 3.07 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.43 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 3.74 | -1.74 |
Martin ratioReturn relative to average drawdown | 11.30 | 9.56 | +1.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CONWX | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 2.19 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 1.27 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.77 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.36 | +0.42 |
Correlation
The correlation between CONWX and SIFAX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CONWX vs. SIFAX - Dividend Comparison
CONWX's dividend yield for the trailing twelve months is around 3.41%, less than SIFAX's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.16% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
CONWX vs. SIFAX - Drawdown Comparison
The maximum CONWX drawdown since its inception was -26.09%, which is greater than SIFAX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for CONWX and SIFAX.
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Drawdown Indicators
| CONWX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.09% | -23.62% | -2.47% |
Max Drawdown (1Y)Largest decline over 1 year | -8.60% | -3.07% | -5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -12.49% | -8.32% | -4.17% |
Max Drawdown (10Y)Largest decline over 10 years | -26.09% | -14.69% | -11.40% |
Current DrawdownCurrent decline from peak | -2.03% | 0.00% | -2.03% |
Average DrawdownAverage peak-to-trough decline | -2.78% | -8.65% | +5.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 1.25% | +0.27% |
Volatility
CONWX vs. SIFAX - Volatility Comparison
Concorde Wealth Management Fund (CONWX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) have volatilities of 2.12% and 2.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CONWX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 2.03% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 5.43% | 3.91% | +1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 5.30% | +5.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.26% | 5.50% | +4.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.15% | 5.16% | +5.99% |