RBBAX vs. SIFAX
Compare and contrast key facts about Columbia Income Builder Fund (RBBAX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
RBBAX is managed by Columbia. It was launched on Feb 15, 2006. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
RBBAX vs. SIFAX - Performance Comparison
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RBBAX vs. SIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | -0.23% | 11.15% | 4.96% | 9.02% | -12.87% | 6.08% | 10.15% | 13.77% | -2.66% | 7.51% |
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, RBBAX achieves a -0.23% return, which is significantly lower than SIFAX's 9.34% return. Over the past 10 years, RBBAX has outperformed SIFAX with an annualized return of 5.08%, while SIFAX has yielded a comparatively lower 3.95% annualized return.
RBBAX
- 1D
- 0.16%
- 1M
- -3.78%
- YTD
- -0.23%
- 6M
- 1.53%
- 1Y
- 8.74%
- 3Y*
- 7.43%
- 5Y*
- 2.72%
- 10Y*
- 5.08%
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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RBBAX vs. SIFAX - Expense Ratio Comparison
RBBAX has a 0.37% expense ratio, which is lower than SIFAX's 0.90% expense ratio.
Return for Risk
RBBAX vs. SIFAX — Risk / Return Rank
RBBAX
SIFAX
RBBAX vs. SIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Income Builder Fund (RBBAX) 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.
| RBBAX | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 2.19 | -0.57 |
Sortino ratioReturn per unit of downside risk | 2.24 | 3.07 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.43 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 3.74 | -1.67 |
Martin ratioReturn relative to average drawdown | 8.52 | 9.56 | -1.05 |
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
| RBBAX | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.19 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 1.27 | -0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.77 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.36 | +0.45 |
Correlation
The correlation between RBBAX and SIFAX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RBBAX vs. SIFAX - Dividend Comparison
RBBAX's dividend yield for the trailing twelve months is around 3.67%, less than SIFAX's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | 3.67% | 3.85% | 3.95% | 3.82% | 4.94% | 4.73% | 4.07% | 3.90% | 3.92% | 3.47% | 3.01% | 6.84% |
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
RBBAX vs. SIFAX - Drawdown Comparison
The maximum RBBAX drawdown since its inception was -23.23%, roughly equal to the maximum SIFAX drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for RBBAX and SIFAX.
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Drawdown Indicators
| RBBAX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.23% | -23.62% | +0.39% |
Max Drawdown (1Y)Largest decline over 1 year | -4.27% | -3.07% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -8.32% | -9.74% |
Max Drawdown (10Y)Largest decline over 10 years | -18.06% | -14.69% | -3.37% |
Current DrawdownCurrent decline from peak | -3.78% | 0.00% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -8.65% | +5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 1.25% | -0.21% |
Volatility
RBBAX vs. SIFAX - Volatility Comparison
Columbia Income Builder Fund (RBBAX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) have volatilities of 2.05% 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
| RBBAX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 2.03% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.19% | 3.91% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.55% | 5.30% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 5.50% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.80% | 5.16% | +0.64% |