SIFAX vs. GWPAX
Compare and contrast key facts about SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) and American Funds Growth Portfolio Class A (GWPAX).
SIFAX is managed by BlackRock. It was launched on Apr 8, 2012. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
SIFAX vs. GWPAX - Performance Comparison
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SIFAX vs. GWPAX - 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% |
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
Returns By Period
In the year-to-date period, SIFAX achieves a 8.96% return, which is significantly higher than GWPAX's -5.63% return. Over the past 10 years, SIFAX has underperformed GWPAX with an annualized return of 3.91%, while GWPAX has yielded a comparatively higher 11.87% 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%
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
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SIFAX vs. GWPAX - Expense Ratio Comparison
SIFAX has a 0.90% expense ratio, which is higher than GWPAX's 0.73% expense ratio.
Return for Risk
SIFAX vs. GWPAX — Risk / Return Rank
SIFAX
GWPAX
SIFAX vs. GWPAX - 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 Growth Portfolio Class A (GWPAX). 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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 1.05 | +0.98 |
Sortino ratioReturn per unit of downside risk | 2.86 | 1.60 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.23 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 3.49 | 1.65 | +1.83 |
Martin ratioReturn relative to average drawdown | 8.92 | 6.68 | +2.24 |
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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 1.05 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.25 | 0.42 | +0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.66 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.68 | -0.32 |
Correlation
The correlation between SIFAX and GWPAX is 0.25, 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. GWPAX - Dividend Comparison
SIFAX's dividend yield for the trailing twelve months is around 4.18%, less than GWPAX's 6.09% 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% |
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
SIFAX vs. GWPAX - Drawdown Comparison
The maximum SIFAX drawdown since its inception was -23.62%, smaller than the maximum GWPAX drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for SIFAX and GWPAX.
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Drawdown Indicators
| SIFAX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -34.15% | +10.53% |
Max Drawdown (1Y)Largest decline over 1 year | -3.07% | -11.78% | +8.71% |
Max Drawdown (5Y)Largest decline over 5 years | -8.32% | -34.15% | +25.83% |
Max Drawdown (10Y)Largest decline over 10 years | -14.69% | -34.15% | +19.46% |
Current DrawdownCurrent decline from peak | -0.35% | -8.81% | +8.46% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -5.77% | -2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 2.91% | -1.66% |
Volatility
SIFAX vs. GWPAX - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) is 2.04%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 6.61%. This indicates that SIFAX experiences smaller price fluctuations and is considered to be less risky than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIFAX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 6.61% | -4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 3.93% | 11.28% | -7.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.30% | 18.89% | -13.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.50% | 18.17% | -12.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.16% | 17.95% | -12.79% |