SLDAX vs. SEATX
Compare and contrast key facts about SEI Institutional Investments Trust Long Duration Credit Fund (SLDAX) and SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX).
SLDAX is managed by SEI. It was launched on Jun 28, 2012. SEATX is managed by SEI. It was launched on Sep 4, 2007.
Performance
SLDAX vs. SEATX - Performance Comparison
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SLDAX vs. SEATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLDAX SEI Institutional Investments Trust Long Duration Credit Fund | -1.77% | 7.37% | -2.78% | 8.14% | -26.58% | -2.80% | 16.56% | 21.45% | -6.23% | 11.67% |
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | -0.47% | 2.12% | 5.75% | 5.57% | -13.10% | 4.00% | 6.20% | 10.58% | 0.56% | 8.54% |
Returns By Period
In the year-to-date period, SLDAX achieves a -1.77% return, which is significantly lower than SEATX's -0.47% return. Over the past 10 years, SLDAX has underperformed SEATX with an annualized return of 1.78%, while SEATX has yielded a comparatively higher 2.77% annualized return.
SLDAX
- 1D
- 1.06%
- 1M
- -4.03%
- YTD
- -1.77%
- 6M
- -2.02%
- 1Y
- 2.57%
- 3Y*
- 1.52%
- 5Y*
- -2.58%
- 10Y*
- 1.78%
SEATX
- 1D
- 0.22%
- 1M
- -2.62%
- YTD
- -0.47%
- 6M
- 0.21%
- 1Y
- 1.38%
- 3Y*
- 3.83%
- 5Y*
- 0.39%
- 10Y*
- 2.77%
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SLDAX vs. SEATX - Expense Ratio Comparison
SLDAX has a 0.14% expense ratio, which is lower than SEATX's 0.86% expense ratio.
Return for Risk
SLDAX vs. SEATX — Risk / Return Rank
SLDAX
SEATX
SLDAX vs. SEATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Long Duration Credit Fund (SLDAX) and SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX). 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.
| SLDAX | SEATX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.37 | +0.03 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.51 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.09 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 0.42 | +0.41 |
Martin ratioReturn relative to average drawdown | 1.98 | 1.26 | +0.72 |
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
| SLDAX | SEATX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.37 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.21 | 0.09 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.61 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.82 | -0.61 |
Correlation
The correlation between SLDAX and SEATX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SLDAX vs. SEATX - Dividend Comparison
SLDAX's dividend yield for the trailing twelve months is around 4.72%, more than SEATX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLDAX SEI Institutional Investments Trust Long Duration Credit Fund | 4.72% | 5.03% | 4.63% | 3.38% | 3.27% | 5.81% | 7.64% | 3.79% | 4.26% | 4.41% | 4.22% | 6.63% |
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | 4.17% | 4.52% | 4.63% | 3.38% | 3.16% | 3.37% | 4.28% | 5.63% | 4.76% | 4.65% | 4.10% | 4.25% |
Drawdowns
SLDAX vs. SEATX - Drawdown Comparison
The maximum SLDAX drawdown since its inception was -36.12%, which is greater than SEATX's maximum drawdown of -28.46%. Use the drawdown chart below to compare losses from any high point for SLDAX and SEATX.
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Drawdown Indicators
| SLDAX | SEATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -28.46% | -7.66% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -4.65% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -35.17% | -17.71% | -17.46% |
Max Drawdown (10Y)Largest decline over 10 years | -36.12% | -17.71% | -18.41% |
Current DrawdownCurrent decline from peak | -21.69% | -2.62% | -19.07% |
Average DrawdownAverage peak-to-trough decline | -10.49% | -3.52% | -6.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.56% | +0.64% |
Volatility
SLDAX vs. SEATX - Volatility Comparison
SEI Institutional Investments Trust Long Duration Credit Fund (SLDAX) has a higher volatility of 3.30% compared to SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) at 1.08%. This indicates that SLDAX's price experiences larger fluctuations and is considered to be riskier than SEATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLDAX | SEATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 1.08% | +2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 5.15% | 1.91% | +3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.68% | 4.80% | +3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.17% | 4.24% | +7.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.27% | 4.54% | +6.73% |