SEIAX vs. BKIPX
Compare and contrast key facts about SEI Institutional Investments Trust Multi-Asset Real Return Fund (SEIAX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX).
SEIAX is managed by SEI. It was launched on Jul 28, 2011. BKIPX is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index. It was launched on Feb 16, 2016.
Performance
SEIAX vs. BKIPX - Performance Comparison
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SEIAX vs. BKIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEIAX SEI Institutional Investments Trust Multi-Asset Real Return Fund | 9.31% | 8.50% | 4.74% | -1.01% | 9.20% | 11.41% | -0.51% | 6.33% | -2.93% | -0.76% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 0.73% | 6.08% | 4.77% | 3.37% | -4.18% | 5.21% | 4.86% | 4.90% | 0.61% | 0.90% |
Returns By Period
In the year-to-date period, SEIAX achieves a 9.31% return, which is significantly higher than BKIPX's 0.73% return.
SEIAX
- 1D
- 0.50%
- 1M
- 2.66%
- YTD
- 9.31%
- 6M
- 11.32%
- 1Y
- 11.62%
- 3Y*
- 7.82%
- 5Y*
- 7.61%
- 10Y*
- 4.66%
BKIPX
- 1D
- 0.20%
- 1M
- -0.20%
- YTD
- 0.73%
- 6M
- 1.06%
- 1Y
- 3.68%
- 3Y*
- 4.22%
- 5Y*
- 2.90%
- 10Y*
- —
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SEIAX vs. BKIPX - Expense Ratio Comparison
SEIAX has a 0.21% expense ratio, which is higher than BKIPX's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SEIAX vs. BKIPX — Risk / Return Rank
SEIAX
BKIPX
SEIAX vs. BKIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Multi-Asset Real Return Fund (SEIAX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX). 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.
| SEIAX | BKIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.32 | 1.84 | +0.48 |
Sortino ratioReturn per unit of downside risk | 3.28 | 3.16 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.44 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 4.07 | 4.28 | -0.22 |
Martin ratioReturn relative to average drawdown | 11.09 | 12.41 | -1.32 |
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
| SEIAX | BKIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | 1.84 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.38 | 0.95 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.11 | -0.63 |
Correlation
The correlation between SEIAX and BKIPX is 0.37, 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
SEIAX vs. BKIPX - Dividend Comparison
SEIAX's dividend yield for the trailing twelve months is around 2.69%, less than BKIPX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEIAX SEI Institutional Investments Trust Multi-Asset Real Return Fund | 2.69% | 2.94% | 5.16% | 3.77% | 13.78% | 10.42% | 2.34% | 2.13% | 3.63% | 1.57% | 1.73% | 1.01% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 3.60% | 4.68% | 4.33% | 2.77% | 4.80% | 4.41% | 1.17% | 2.54% | 2.56% | 1.90% | 0.00% | 0.00% |
Drawdowns
SEIAX vs. BKIPX - Drawdown Comparison
The maximum SEIAX drawdown since its inception was -20.97%, which is greater than BKIPX's maximum drawdown of -6.42%. Use the drawdown chart below to compare losses from any high point for SEIAX and BKIPX.
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Drawdown Indicators
| SEIAX | BKIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.97% | -6.42% | -14.55% |
Max Drawdown (1Y)Largest decline over 1 year | -2.95% | -1.12% | -1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -7.67% | -6.42% | -1.25% |
Max Drawdown (10Y)Largest decline over 10 years | -13.20% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.51% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -1.08% | -6.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 0.39% | +0.74% |
Volatility
SEIAX vs. BKIPX - Volatility Comparison
SEI Institutional Investments Trust Multi-Asset Real Return Fund (SEIAX) has a higher volatility of 2.09% compared to iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) at 0.66%. This indicates that SEIAX's price experiences larger fluctuations and is considered to be riskier than BKIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEIAX | BKIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.09% | 0.66% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 3.92% | 1.27% | +2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.24% | 2.51% | +2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.53% | 3.08% | +2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.18% | 2.62% | +2.56% |