SIMYX vs. FIGCX
Compare and contrast key facts about SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX) and Fidelity Advisor International Growth Fund Class C (FIGCX).
SIMYX is managed by BlackRock. It was launched on Oct 16, 2016. FIGCX is managed by Fidelity. It was launched on Nov 1, 2007.
Performance
SIMYX vs. FIGCX - Performance Comparison
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SIMYX vs. FIGCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIMYX SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund | 3.35% | 30.07% | 6.26% | 13.11% | -11.38% | 7.83% | -1.33% | 15.77% | -12.11% | 21.58% |
FIGCX Fidelity Advisor International Growth Fund Class C | -6.06% | 16.70% | 4.24% | 19.59% | -24.00% | 14.19% | 15.75% | 32.65% | -12.46% | 28.11% |
Returns By Period
In the year-to-date period, SIMYX achieves a 3.35% return, which is significantly higher than FIGCX's -6.06% return.
SIMYX
- 1D
- 0.58%
- 1M
- -7.35%
- YTD
- 3.35%
- 6M
- 7.54%
- 1Y
- 22.67%
- 3Y*
- 15.31%
- 5Y*
- 8.60%
- 10Y*
- —
FIGCX
- 1D
- -0.45%
- 1M
- -13.51%
- YTD
- -6.06%
- 6M
- -6.06%
- 1Y
- 7.84%
- 3Y*
- 7.47%
- 5Y*
- 3.42%
- 10Y*
- 7.27%
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SIMYX vs. FIGCX - Expense Ratio Comparison
SIMYX has a 0.86% expense ratio, which is lower than FIGCX's 2.05% expense ratio.
Return for Risk
SIMYX vs. FIGCX — Risk / Return Rank
SIMYX
FIGCX
SIMYX vs. FIGCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX) and Fidelity Advisor International Growth Fund Class C (FIGCX). 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.
| SIMYX | FIGCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.75 | 0.38 | +1.37 |
Sortino ratioReturn per unit of downside risk | 2.30 | 0.66 | +1.64 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.09 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 0.42 | +2.09 |
Martin ratioReturn relative to average drawdown | 9.65 | 1.68 | +7.97 |
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
| SIMYX | FIGCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 0.38 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.20 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.22 | +0.36 |
Correlation
The correlation between SIMYX and FIGCX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SIMYX vs. FIGCX - Dividend Comparison
SIMYX's dividend yield for the trailing twelve months is around 3.03%, less than FIGCX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIMYX SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund | 3.03% | 3.13% | 5.26% | 3.62% | 3.13% | 3.41% | 1.96% | 3.09% | 3.01% | 2.74% | 0.00% | 0.00% |
FIGCX Fidelity Advisor International Growth Fund Class C | 3.12% | 2.93% | 0.77% | 0.00% | 1.52% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.15% | 0.07% |
Drawdowns
SIMYX vs. FIGCX - Drawdown Comparison
The maximum SIMYX drawdown since its inception was -32.14%, smaller than the maximum FIGCX drawdown of -56.53%. Use the drawdown chart below to compare losses from any high point for SIMYX and FIGCX.
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Drawdown Indicators
| SIMYX | FIGCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.14% | -56.53% | +24.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.55% | -14.03% | +5.48% |
Max Drawdown (5Y)Largest decline over 5 years | -25.06% | -35.58% | +10.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.58% | — |
Current DrawdownCurrent decline from peak | -7.35% | -14.03% | +6.68% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -11.37% | +5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 3.54% | -1.31% |
Volatility
SIMYX vs. FIGCX - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX) is 4.79%, while Fidelity Advisor International Growth Fund Class C (FIGCX) has a volatility of 8.00%. This indicates that SIMYX experiences smaller price fluctuations and is considered to be less risky than FIGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIMYX | FIGCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 8.00% | -3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 7.26% | 12.67% | -5.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.54% | 19.00% | -6.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.31% | 17.55% | -6.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.24% | 17.53% | -5.29% |