SIFAX vs. SWHGX
Compare and contrast key facts about SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) and Schwab MarketTrack Growth Portfolio™ (SWHGX).
SIFAX is managed by BlackRock. It was launched on Apr 8, 2012. SWHGX is managed by Charles Schwab. It was launched on Nov 19, 1995.
Performance
SIFAX vs. SWHGX - Performance Comparison
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SIFAX vs. SWHGX - 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% |
SWHGX Schwab MarketTrack Growth Portfolio™ | -0.60% | 17.49% | 11.76% | 18.22% | -15.06% | 18.09% | 11.02% | 22.23% | -7.19% | 16.11% |
Returns By Period
In the year-to-date period, SIFAX achieves a 8.96% return, which is significantly higher than SWHGX's -0.60% return. Over the past 10 years, SIFAX has underperformed SWHGX with an annualized return of 3.91%, while SWHGX has yielded a comparatively higher 9.54% 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%
SWHGX
- 1D
- 2.23%
- 1M
- -4.60%
- YTD
- -0.60%
- 6M
- 1.51%
- 1Y
- 16.78%
- 3Y*
- 13.53%
- 5Y*
- 7.64%
- 10Y*
- 9.54%
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SIFAX vs. SWHGX - Expense Ratio Comparison
SIFAX has a 0.90% expense ratio, which is higher than SWHGX's 0.39% expense ratio.
Return for Risk
SIFAX vs. SWHGX — Risk / Return Rank
SIFAX
SWHGX
SIFAX vs. SWHGX - 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 Schwab MarketTrack Growth Portfolio™ (SWHGX). 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 | SWHGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 1.28 | +0.75 |
Sortino ratioReturn per unit of downside risk | 2.86 | 1.86 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.27 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.49 | 1.76 | +1.73 |
Martin ratioReturn relative to average drawdown | 8.92 | 8.29 | +0.63 |
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 | SWHGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 1.28 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.25 | 0.57 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.67 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.50 | -0.14 |
Correlation
The correlation between SIFAX and SWHGX is 0.32, 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. SWHGX - Dividend Comparison
SIFAX's dividend yield for the trailing twelve months is around 4.18%, less than SWHGX's 9.65% 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% |
SWHGX Schwab MarketTrack Growth Portfolio™ | 9.65% | 9.59% | 11.68% | 4.00% | 4.53% | 5.04% | 8.15% | 5.76% | 5.76% | 4.87% | 3.73% | 14.80% |
Drawdowns
SIFAX vs. SWHGX - Drawdown Comparison
The maximum SIFAX drawdown since its inception was -23.62%, smaller than the maximum SWHGX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for SIFAX and SWHGX.
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Drawdown Indicators
| SIFAX | SWHGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -49.19% | +25.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.07% | -9.78% | +6.71% |
Max Drawdown (5Y)Largest decline over 5 years | -8.32% | -25.63% | +17.31% |
Max Drawdown (10Y)Largest decline over 10 years | -14.69% | -29.77% | +15.08% |
Current DrawdownCurrent decline from peak | -0.35% | -5.31% | +4.96% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -7.21% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 2.08% | -0.83% |
Volatility
SIFAX vs. SWHGX - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) is 2.04%, while Schwab MarketTrack Growth Portfolio™ (SWHGX) has a volatility of 4.74%. This indicates that SIFAX experiences smaller price fluctuations and is considered to be less risky than SWHGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIFAX | SWHGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 4.74% | -2.70% |
Volatility (6M)Calculated over the trailing 6-month period | 3.93% | 7.61% | -3.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.30% | 13.38% | -8.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.50% | 13.53% | -8.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.16% | 14.23% | -9.07% |