SLCAX vs. CAVAX
Compare and contrast key facts about SEI Institutional Investments Trust Large Cap Fund (SLCAX) and SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX).
SLCAX is managed by SEI. It was launched on Jun 14, 1996. CAVAX is managed by SEI. It was launched on Apr 30, 2015.
Performance
SLCAX vs. CAVAX - Performance Comparison
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SLCAX vs. CAVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLCAX SEI Institutional Investments Trust Large Cap Fund | -5.17% | 17.94% | 20.89% | 18.93% | -14.21% | 26.47% | 11.66% | 28.06% | -6.91% | 20.99% |
CAVAX SEI Catholic Values Trust Catholic Values Equity Fund | -5.19% | 15.45% | 16.72% | 21.33% | -18.51% | 20.57% | 17.33% | 26.63% | -10.24% | 23.69% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SLCAX having a -5.17% return and CAVAX slightly lower at -5.19%. Over the past 10 years, SLCAX has outperformed CAVAX with an annualized return of 11.75%, while CAVAX has yielded a comparatively lower 10.73% annualized return.
SLCAX
- 1D
- -0.41%
- 1M
- -7.52%
- YTD
- -5.17%
- 6M
- -2.78%
- 1Y
- 15.10%
- 3Y*
- 15.60%
- 5Y*
- 9.88%
- 10Y*
- 11.75%
CAVAX
- 1D
- -0.31%
- 1M
- -7.91%
- YTD
- -5.19%
- 6M
- -2.87%
- 1Y
- 12.61%
- 3Y*
- 13.17%
- 5Y*
- 7.27%
- 10Y*
- 10.73%
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SLCAX vs. CAVAX - Expense Ratio Comparison
SLCAX has a 0.47% expense ratio, which is lower than CAVAX's 0.86% expense ratio.
Return for Risk
SLCAX vs. CAVAX — Risk / Return Rank
SLCAX
CAVAX
SLCAX vs. CAVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Large Cap Fund (SLCAX) and SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX). 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.
| SLCAX | CAVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.76 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.18 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 0.90 | +0.29 |
Martin ratioReturn relative to average drawdown | 5.77 | 4.36 | +1.41 |
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
| SLCAX | CAVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.76 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.46 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.62 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.61 | -0.20 |
Correlation
The correlation between SLCAX and CAVAX is 0.97, 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
SLCAX vs. CAVAX - Dividend Comparison
SLCAX's dividend yield for the trailing twelve months is around 39.51%, more than CAVAX's 7.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLCAX SEI Institutional Investments Trust Large Cap Fund | 39.51% | 37.47% | 12.36% | 7.46% | 13.40% | 20.97% | 6.89% | 11.19% | 31.44% | 23.33% | 5.33% | 17.76% |
CAVAX SEI Catholic Values Trust Catholic Values Equity Fund | 7.10% | 6.73% | 7.01% | 1.29% | 3.67% | 16.58% | 2.98% | 2.80% | 5.66% | 0.71% | 0.99% | 0.00% |
Drawdowns
SLCAX vs. CAVAX - Drawdown Comparison
The maximum SLCAX drawdown since its inception was -56.24%, which is greater than CAVAX's maximum drawdown of -36.55%. Use the drawdown chart below to compare losses from any high point for SLCAX and CAVAX.
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Drawdown Indicators
| SLCAX | CAVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.24% | -36.55% | -19.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.56% | -12.26% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -33.95% | -26.51% | -7.44% |
Max Drawdown (10Y)Largest decline over 10 years | -35.87% | -36.55% | +0.68% |
Current DrawdownCurrent decline from peak | -8.08% | -8.49% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -5.13% | -5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.54% | -0.15% |
Volatility
SLCAX vs. CAVAX - Volatility Comparison
SEI Institutional Investments Trust Large Cap Fund (SLCAX) and SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX) have volatilities of 4.08% and 4.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLCAX | CAVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 4.25% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.54% | 8.96% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 17.11% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.77% | 16.02% | +4.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 17.37% | +2.72% |