SIFAX vs. AFMBX
Compare and contrast key facts about SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) and American Funds American Balanced Fund Class F-3 (AFMBX).
SIFAX is managed by BlackRock. It was launched on Apr 8, 2012. AFMBX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
SIFAX vs. AFMBX - Performance Comparison
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SIFAX vs. AFMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 8.33% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -0.02% |
AFMBX American Funds American Balanced Fund Class F-3 | -0.62% | 18.82% | 15.36% | 13.89% | -11.83% | 16.12% | 11.17% | 18.96% | -3.07% | 10.06% |
Returns By Period
In the year-to-date period, SIFAX achieves a 8.33% return, which is significantly higher than AFMBX's -0.62% return.
SIFAX
- 1D
- -0.58%
- 1M
- 1.18%
- YTD
- 8.33%
- 6M
- 10.20%
- 1Y
- 10.20%
- 3Y*
- 6.95%
- 5Y*
- 6.70%
- 10Y*
- 3.85%
AFMBX
- 1D
- 0.46%
- 1M
- -3.10%
- YTD
- -0.62%
- 6M
- 2.41%
- 1Y
- 17.51%
- 3Y*
- 14.69%
- 5Y*
- 8.67%
- 10Y*
- —
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SIFAX vs. AFMBX - Expense Ratio Comparison
SIFAX has a 0.90% expense ratio, which is higher than AFMBX's 0.25% expense ratio.
Return for Risk
SIFAX vs. AFMBX — Risk / Return Rank
SIFAX
AFMBX
SIFAX vs. AFMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) and American Funds American Balanced Fund Class F-3 (AFMBX). 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.
| SIFAX | AFMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 1.60 | +0.33 |
Sortino ratioReturn per unit of downside risk | 2.70 | 2.34 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.33 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.28 | 2.49 | +0.79 |
Martin ratioReturn relative to average drawdown | 8.54 | 10.28 | -1.74 |
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
| SIFAX | AFMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 1.60 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.22 | 0.83 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.86 | -0.51 |
Correlation
The correlation between SIFAX and AFMBX is 0.29, 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
SIFAX vs. AFMBX - Dividend Comparison
SIFAX's dividend yield for the trailing twelve months is around 4.20%, less than AFMBX's 8.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.20% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
AFMBX American Funds American Balanced Fund Class F-3 | 8.66% | 8.57% | 7.51% | 2.27% | 2.63% | 4.60% | 4.65% | 3.78% | 5.81% | 4.94% | 0.00% | 0.00% |
Drawdowns
SIFAX vs. AFMBX - Drawdown Comparison
The maximum SIFAX drawdown since its inception was -23.62%, which is greater than AFMBX's maximum drawdown of -22.34%. Use the drawdown chart below to compare losses from any high point for SIFAX and AFMBX.
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Drawdown Indicators
| SIFAX | AFMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -22.34% | -1.28% |
Max Drawdown (1Y)Largest decline over 1 year | -2.95% | -6.98% | +4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -8.32% | -18.58% | +10.26% |
Max Drawdown (10Y)Largest decline over 10 years | -14.69% | — | — |
Current DrawdownCurrent decline from peak | -0.92% | -4.91% | +3.99% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -3.25% | -5.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.18% | 1.78% | -0.60% |
Volatility
SIFAX vs. AFMBX - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) is 2.15%, while American Funds American Balanced Fund Class F-3 (AFMBX) has a volatility of 3.74%. This indicates that SIFAX experiences smaller price fluctuations and is considered to be less risky than AFMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIFAX | AFMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 3.74% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 3.98% | 6.97% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.32% | 11.21% | -5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.50% | 10.44% | -4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 11.17% | -6.00% |