SIFAX vs. BAMPX
Compare and contrast key facts about SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) and BlackRock 40/60 Target Allocation Inv A (BAMPX).
SIFAX is managed by BlackRock. It was launched on Apr 8, 2012. BAMPX is managed by BlackRock. It was launched on Feb 5, 2007.
Performance
SIFAX vs. BAMPX - Performance Comparison
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SIFAX vs. BAMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 8.96% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
BAMPX BlackRock 40/60 Target Allocation Inv A | -1.40% | 13.05% | 8.15% | 11.99% | -15.08% | 3.39% | 19.09% | 16.23% | -4.07% | 11.28% |
Returns By Period
In the year-to-date period, SIFAX achieves a 8.96% return, which is significantly higher than BAMPX's -1.40% return. Over the past 10 years, SIFAX has underperformed BAMPX with an annualized return of 3.91%, while BAMPX has yielded a comparatively higher 6.13% annualized return.
SIFAX
- 1D
- -0.35%
- 1M
- 1.77%
- YTD
- 8.96%
- 6M
- 10.57%
- 1Y
- 10.85%
- 3Y*
- 7.16%
- 5Y*
- 6.83%
- 10Y*
- 3.91%
BAMPX
- 1D
- 1.60%
- 1M
- -3.75%
- YTD
- -1.40%
- 6M
- -0.03%
- 1Y
- 10.93%
- 3Y*
- 9.15%
- 5Y*
- 3.92%
- 10Y*
- 6.13%
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SIFAX vs. BAMPX - Expense Ratio Comparison
SIFAX has a 0.90% expense ratio, which is higher than BAMPX's 0.61% expense ratio.
Return for Risk
SIFAX vs. BAMPX — Risk / Return Rank
SIFAX
BAMPX
SIFAX vs. BAMPX - 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 BlackRock 40/60 Target Allocation Inv A (BAMPX). 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 | BAMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 1.31 | +0.72 |
Sortino ratioReturn per unit of downside risk | 2.86 | 1.90 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.28 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.49 | 1.79 | +1.69 |
Martin ratioReturn relative to average drawdown | 8.92 | 7.29 | +1.63 |
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 | BAMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 1.31 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.25 | 0.44 | +0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.73 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.54 | -0.18 |
Correlation
The correlation between SIFAX and BAMPX is 0.28, 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. BAMPX - Dividend Comparison
SIFAX's dividend yield for the trailing twelve months is around 4.18%, less than BAMPX's 5.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.18% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
BAMPX BlackRock 40/60 Target Allocation Inv A | 5.48% | 5.40% | 3.11% | 2.67% | 2.72% | 6.11% | 4.12% | 2.36% | 7.62% | 2.17% | 1.57% | 9.54% |
Drawdowns
SIFAX vs. BAMPX - Drawdown Comparison
The maximum SIFAX drawdown since its inception was -23.62%, smaller than the maximum BAMPX drawdown of -39.58%. Use the drawdown chart below to compare losses from any high point for SIFAX and BAMPX.
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Drawdown Indicators
| SIFAX | BAMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -39.58% | +15.96% |
Max Drawdown (1Y)Largest decline over 1 year | -3.07% | -6.06% | +2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -8.32% | -20.13% | +11.81% |
Max Drawdown (10Y)Largest decline over 10 years | -14.69% | -20.13% | +5.44% |
Current DrawdownCurrent decline from peak | -0.35% | -4.30% | +3.95% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -4.90% | -3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 1.49% | -0.24% |
Volatility
SIFAX vs. BAMPX - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) is 2.04%, while BlackRock 40/60 Target Allocation Inv A (BAMPX) has a volatility of 3.62%. This indicates that SIFAX experiences smaller price fluctuations and is considered to be less risky than BAMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIFAX | BAMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 3.62% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 3.93% | 5.22% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.30% | 8.69% | -3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.50% | 9.00% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.16% | 8.40% | -3.24% |