SCLAX vs. AVEFX
Compare and contrast key facts about SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) and Ave Maria Bond Fund (AVEFX).
SCLAX is managed by BlackRock. It was launched on Apr 8, 2012. AVEFX is managed by Ave Maria Mutual Funds. It was launched on Apr 30, 2003.
Performance
SCLAX vs. AVEFX - Performance Comparison
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SCLAX vs. AVEFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | -0.20% | 6.49% | 4.92% | 6.96% | -3.74% | 1.72% | 3.30% | 7.91% | -0.67% | 3.88% |
AVEFX Ave Maria Bond Fund | 1.11% | 5.63% | 5.71% | 5.16% | -2.84% | 4.38% | 5.60% | 8.30% | 0.41% | 4.16% |
Returns By Period
In the year-to-date period, SCLAX achieves a -0.20% return, which is significantly lower than AVEFX's 1.11% return. Over the past 10 years, SCLAX has underperformed AVEFX with an annualized return of 3.00%, while AVEFX has yielded a comparatively higher 3.91% annualized return.
SCLAX
- 1D
- 0.40%
- 1M
- -1.55%
- YTD
- -0.20%
- 6M
- 0.79%
- 1Y
- 4.99%
- 3Y*
- 5.44%
- 5Y*
- 3.07%
- 10Y*
- 3.00%
AVEFX
- 1D
- 0.00%
- 1M
- -2.13%
- YTD
- 1.11%
- 6M
- 1.57%
- 1Y
- 3.58%
- 3Y*
- 5.44%
- 5Y*
- 3.14%
- 10Y*
- 3.91%
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SCLAX vs. AVEFX - Expense Ratio Comparison
SCLAX has a 0.62% expense ratio, which is higher than AVEFX's 0.41% expense ratio.
Return for Risk
SCLAX vs. AVEFX — Risk / Return Rank
SCLAX
AVEFX
SCLAX vs. AVEFX - 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 Ave Maria Bond Fund (AVEFX). 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 | AVEFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 1.15 | +0.82 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.64 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.21 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 1.65 | +0.59 |
Martin ratioReturn relative to average drawdown | 9.02 | 5.64 | +3.38 |
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
| SCLAX | AVEFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 1.15 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.76 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.98 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 1.11 | -0.15 |
Correlation
The correlation between SCLAX and AVEFX is 0.69, 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
SCLAX vs. AVEFX - Dividend Comparison
SCLAX's dividend yield for the trailing twelve months is around 1.88%, less than AVEFX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | 1.88% | 1.88% | 7.87% | 4.06% | 1.90% | 2.79% | 1.01% | 4.67% | 0.54% | 3.77% | 0.69% | 1.18% |
AVEFX Ave Maria Bond Fund | 3.10% | 3.51% | 2.94% | 2.47% | 3.59% | 2.32% | 2.43% | 3.31% | 3.21% | 2.04% | 2.94% | 1.89% |
Drawdowns
SCLAX vs. AVEFX - Drawdown Comparison
The maximum SCLAX drawdown since its inception was -5.59%, smaller than the maximum AVEFX drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for SCLAX and AVEFX.
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Drawdown Indicators
| SCLAX | AVEFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.59% | -10.24% | +4.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.32% | -2.52% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -5.59% | -8.02% | +2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -5.59% | -10.24% | +4.65% |
Current DrawdownCurrent decline from peak | -1.84% | -2.44% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -1.15% | -0.96% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.58% | 0.74% | -0.16% |
Volatility
SCLAX vs. AVEFX - Volatility Comparison
SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) and Ave Maria Bond Fund (AVEFX) have volatilities of 1.19% and 1.16%, 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
| SCLAX | AVEFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 1.16% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.01% | 2.17% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.66% | 3.44% | -0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.07% | 4.14% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.75% | 4.01% | -1.26% |