SCLAX vs. AMBFX
Compare and contrast key facts about SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
SCLAX is managed by BlackRock. It was launched on Apr 8, 2012. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
SCLAX vs. AMBFX - Performance Comparison
Loading graphics...
SCLAX vs. AMBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | -0.59% | 6.49% | 4.92% | 6.96% | -3.74% | 1.72% | 3.30% | 7.91% | -0.67% | 3.88% |
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
Returns By Period
In the year-to-date period, SCLAX achieves a -0.59% return, which is significantly higher than AMBFX's -2.82% return. Over the past 10 years, SCLAX has underperformed AMBFX with an annualized return of 2.96%, while AMBFX has yielded a comparatively higher 9.33% annualized return.
SCLAX
- 1D
- 0.10%
- 1M
- -2.23%
- YTD
- -0.59%
- 6M
- 0.59%
- 1Y
- 4.79%
- 3Y*
- 5.30%
- 5Y*
- 3.05%
- 10Y*
- 2.96%
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCLAX vs. AMBFX - Expense Ratio Comparison
SCLAX has a 0.62% expense ratio, which is higher than AMBFX's 0.35% expense ratio.
Return for Risk
SCLAX vs. AMBFX — Risk / Return Rank
SCLAX
AMBFX
SCLAX vs. AMBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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.
| SCLAX | AMBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 1.45 | +0.37 |
Sortino ratioReturn per unit of downside risk | 2.54 | 2.12 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.30 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.03 | +0.03 |
Martin ratioReturn relative to average drawdown | 8.48 | 8.67 | -0.19 |
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 graphics...
Sharpe Ratios by Period
| SCLAX | AMBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.45 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | 0.80 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.08 | 0.88 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.72 | +0.22 |
Correlation
The correlation between SCLAX and AMBFX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCLAX vs. AMBFX - Dividend Comparison
SCLAX's dividend yield for the trailing twelve months is around 1.89%, less than AMBFX's 8.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | 1.89% | 1.88% | 7.87% | 4.06% | 1.90% | 2.79% | 1.01% | 4.67% | 0.54% | 3.77% | 0.69% | 1.18% |
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
Drawdowns
SCLAX vs. AMBFX - Drawdown Comparison
The maximum SCLAX drawdown since its inception was -5.59%, smaller than the maximum AMBFX drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for SCLAX and AMBFX.
Loading graphics...
Drawdown Indicators
| SCLAX | AMBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.59% | -35.05% | +29.46% |
Max Drawdown (1Y)Largest decline over 1 year | -2.32% | -7.34% | +5.02% |
Max Drawdown (5Y)Largest decline over 5 years | -5.59% | -18.65% | +13.06% |
Max Drawdown (10Y)Largest decline over 10 years | -5.59% | -22.31% | +16.72% |
Current DrawdownCurrent decline from peak | -2.23% | -7.00% | +4.77% |
Average DrawdownAverage peak-to-trough decline | -1.15% | -3.61% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 1.72% | -1.16% |
Volatility
SCLAX vs. AMBFX - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) is 1.10%, while American Funds American Balanced Fund® Class F-2 (AMBFX) has a volatility of 3.26%. This indicates that SCLAX experiences smaller price fluctuations and is considered to be less risky than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SCLAX | AMBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 3.26% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 6.73% | -4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.64% | 11.10% | -8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.07% | 10.42% | -7.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.74% | 10.62% | -7.88% |