SIDCX vs. SEATX
SIDCX (SEI Institutional Investments Trust Intermediate Duration Credit Fund) and SEATX (SEI Tax Exempt Trust Tax-Advantaged Income Fund) are both mutual funds - SIDCX is a Corporate Bonds fund managed by SEI, while SEATX is a Intermediate Core-Plus Bond fund managed by SEI. Over the past 10 years, SIDCX returned 1.88%/yr vs 2.48%/yr for SEATX. Their 0.53 correlation means they have sometimes moved together and sometimes differently. SIDCX charges 0.32%/yr vs 0.86%/yr for SEATX.
Performance
SIDCX vs. SEATX - Performance Comparison
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Returns By Period
In the year-to-date period, SIDCX achieves a -0.95% return, which is significantly lower than SEATX's 1.20% return. Over the past 10 years, SIDCX has underperformed SEATX with an annualized return of 1.88%, while SEATX has yielded a comparatively higher 2.48% annualized return.
SIDCX
- 1D
- 0.12%
- 1M
- -1.70%
- 6M
- -1.23%
- YTD
- -0.95%
- 1Y
- 1.43%
- 3Y*
- 3.84%
- 5Y*
- -0.80%
- 10Y*
- 1.88%
- ALL TIME*
- 2.13%
SEATX
- 1D
- -0.22%
- 1M
- -2.09%
- 6M
- 0.45%
- YTD
- 1.20%
- 1Y
- 4.14%
- 3Y*
- 3.79%
- 5Y*
- -0.11%
- 10Y*
- 2.48%
- ALL TIME*
- 4.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SIDCX vs. SEATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIDCX SEI Institutional Investments Trust Intermediate Duration Credit Fund | -0.95% | 7.40% | 1.92% | 6.58% | -15.78% | -1.66% | 10.68% | 12.43% | -1.61% | 5.66% |
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | 1.20% | 2.12% | 5.75% | 5.57% | -13.10% | 4.00% | 6.20% | 10.58% | 0.56% | 8.54% |
Correlation
The correlation between SIDCX and SEATX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.60 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.55 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2015 | 0.53 |
The correlation between SIDCX and SEATX shifts across timeframes, from 0.53 (all time) to 0.67 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SIDCX vs. SEATX — Risk / Return Rank
SIDCX
SEATX
SIDCX vs. SEATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Intermediate Duration Credit Fund (SIDCX) and SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SIDCX | SEATX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.06 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.37 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.82 | -1.00 |
| Martin ratioReturn relative to average drawdown | 2.20 | 6.53 | -4.33 |
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Drawdowns
SIDCX vs. SEATX - Drawdown Comparison
The maximum SIDCX drawdown since its inception was -21.47%, smaller than the maximum SEATX drawdown of -28.46%. Use the drawdown chart below to compare losses from any high point for SIDCX and SEATX.
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Drawdown Indicators
| SIDCX | SEATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.47% | -28.46% | +6.99% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -2.84% | -0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -5.31% | -6.18% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -21.39% | -17.71% | -3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -21.47% | -17.71% | -3.76% |
Current DrawdownCurrent decline from peak | -4.29% | -2.09% | -2.20% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -3.47% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 0.79% | +0.36% |
Volatility
SIDCX vs. SEATX - Volatility Comparison
SEI Institutional Investments Trust Intermediate Duration Credit Fund (SIDCX) has a higher volatility of 1.09% compared to SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) at 0.93%. This indicates that SIDCX's price experiences larger fluctuations and is considered to be riskier than SEATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIDCX | SEATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 0.93% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 3.35% | 2.48% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 3.10% | +1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.41% | 4.31% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.71% | 4.57% | +1.14% |
SIDCX vs. SEATX - Expense Ratio Comparison
SIDCX has a 0.32% expense ratio, which is lower than SEATX's 0.86% expense ratio.
Dividends
SIDCX vs. SEATX - Dividend Comparison
SIDCX's dividend yield for the trailing twelve months is around 4.39%, less than SEATX's 4.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | 4.45% | 4.52% | 4.63% | 3.38% | 3.16% | 3.37% | 4.28% | 5.63% | 4.76% | 4.65% | 4.10% | 4.25% |
SIDCX SEI Institutional Investments Trust Intermediate Duration Credit Fund | 4.39% | 4.61% | 4.20% | 2.99% | 2.36% | 3.57% | 4.93% | 3.07% | 3.16% | 2.77% | 2.75% | 1.89% |
Frequently Asked Questions
SIDCX and SEATX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SIDCX has higher volatility (1.09%) compared to SEATX (0.93%). In terms of maximum drawdown, SIDCX dropped -21.47% vs SEATX's -28.46%.
SEATX currently has the higher Sharpe Ratio (1.67 vs 0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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