SEFIX vs. SPINX
Compare and contrast key facts about SEI Institutional International Trust International Fixed Income Fund (SEFIX) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX).
SEFIX is managed by SEI. It was launched on Aug 31, 1993. SPINX is a passively managed fund by SEI that tracks the performance of the S&P 500 Index. It was launched on Dec 18, 2013.
Performance
SEFIX vs. SPINX - Performance Comparison
Loading graphics...
SEFIX vs. SPINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEFIX SEI Institutional International Trust International Fixed Income Fund | -1.01% | 2.79% | 2.53% | 7.13% | -9.22% | 132.40% | 2.95% | 6.55% | 1.93% | 1.79% |
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | -7.09% | 17.89% | 24.02% | 26.24% | -18.27% | 28.62% | 18.35% | 31.42% | -4.46% | 21.74% |
Returns By Period
In the year-to-date period, SEFIX achieves a -1.01% return, which is significantly higher than SPINX's -7.09% return. Over the past 10 years, SEFIX has underperformed SPINX with an annualized return of 10.52%, while SPINX has yielded a comparatively higher 13.59% annualized return.
SEFIX
- 1D
- 0.23%
- 1M
- -2.54%
- YTD
- -1.01%
- 6M
- -0.91%
- 1Y
- 1.30%
- 3Y*
- 2.90%
- 5Y*
- 19.15%
- 10Y*
- 10.52%
SPINX
- 1D
- -0.41%
- 1M
- -7.71%
- YTD
- -7.09%
- 6M
- -4.55%
- 1Y
- 14.42%
- 3Y*
- 16.85%
- 5Y*
- 11.17%
- 10Y*
- 13.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SEFIX vs. SPINX - Expense Ratio Comparison
SEFIX has a 1.02% expense ratio, which is higher than SPINX's 0.12% expense ratio.
Return for Risk
SEFIX vs. SPINX — Risk / Return Rank
SEFIX
SPINX
SEFIX vs. SPINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional International Trust International Fixed Income Fund (SEFIX) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX). 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.
| SEFIX | SPINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.84 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.29 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.06 | -0.38 |
Martin ratioReturn relative to average drawdown | 2.72 | 5.13 | -2.41 |
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
| SEFIX | SPINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.84 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.50 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.65 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.64 | -0.40 |
Correlation
The correlation between SEFIX and SPINX is 0.03, 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
SEFIX vs. SPINX - Dividend Comparison
SEFIX's dividend yield for the trailing twelve months is around 2.81%, less than SPINX's 12.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEFIX SEI Institutional International Trust International Fixed Income Fund | 2.81% | 2.78% | 0.00% | 0.00% | 13.04% | 60.90% | 0.03% | 3.33% | 4.58% | 0.00% | 2.67% | 6.00% |
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 12.81% | 11.90% | 26.02% | 9.77% | 9.59% | 6.58% | 3.58% | 3.01% | 4.94% | 2.32% | 1.97% | 2.29% |
Drawdowns
SEFIX vs. SPINX - Drawdown Comparison
The maximum SEFIX drawdown since its inception was -19.16%, smaller than the maximum SPINX drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for SEFIX and SPINX.
Loading graphics...
Drawdown Indicators
| SEFIX | SPINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.16% | -33.82% | +14.66% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -12.11% | +9.35% |
Max Drawdown (5Y)Largest decline over 5 years | -11.59% | -32.91% | +21.32% |
Max Drawdown (10Y)Largest decline over 10 years | -11.59% | -33.82% | +22.23% |
Current DrawdownCurrent decline from peak | -2.54% | -13.57% | +11.03% |
Average DrawdownAverage peak-to-trough decline | -4.40% | -5.25% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 2.50% | -1.81% |
Volatility
SEFIX vs. SPINX - Volatility Comparison
The current volatility for SEI Institutional International Trust International Fixed Income Fund (SEFIX) is 1.33%, while SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) has a volatility of 4.25%. This indicates that SEFIX experiences smaller price fluctuations and is considered to be less risky than SPINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SEFIX | SPINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.33% | 4.25% | -2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 1.81% | 9.13% | -7.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 18.15% | -14.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 61.94% | 22.47% | +39.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.71% | 20.92% | +22.79% |