SLGFX vs. LIVIX
Compare and contrast key facts about SEI Institutional Managed Trust Large Cap Index Fund (SLGFX) and BlackRock LifePath Index 2055 Fund (LIVIX).
SLGFX is managed by BlackRock. It was launched on Jan 31, 2018. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
SLGFX vs. LIVIX - Performance Comparison
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SLGFX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SLGFX SEI Institutional Managed Trust Large Cap Index Fund | -6.99% | 16.96% | 24.07% | 26.27% | -17.23% | 26.17% | 20.70% | 31.07% | -7.23% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -8.78% |
Returns By Period
In the year-to-date period, SLGFX achieves a -6.99% return, which is significantly lower than LIVIX's -4.27% return.
SLGFX
- 1D
- -0.44%
- 1M
- -7.74%
- YTD
- -6.99%
- 6M
- -4.85%
- 1Y
- 13.97%
- 3Y*
- 16.64%
- 5Y*
- 10.95%
- 10Y*
- —
LIVIX
- 1D
- -0.26%
- 1M
- -8.84%
- YTD
- -4.27%
- 6M
- -1.37%
- 1Y
- 17.75%
- 3Y*
- 14.56%
- 5Y*
- 8.15%
- 10Y*
- 10.44%
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SLGFX vs. LIVIX - Expense Ratio Comparison
SLGFX has a 0.25% expense ratio, which is higher than LIVIX's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SLGFX vs. LIVIX — Risk / Return Rank
SLGFX
LIVIX
SLGFX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Large Cap Index Fund (SLGFX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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.
| SLGFX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.06 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.58 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.24 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.34 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.83 | 6.36 | -1.52 |
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
| SLGFX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.06 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.52 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.57 | +0.06 |
Correlation
The correlation between SLGFX and LIVIX is 0.95, 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
SLGFX vs. LIVIX - Dividend Comparison
SLGFX's dividend yield for the trailing twelve months is around 5.89%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLGFX SEI Institutional Managed Trust Large Cap Index Fund | 5.89% | 5.48% | 4.81% | 1.26% | 4.49% | 1.28% | 1.21% | 1.59% | 2.03% | 0.00% | 0.00% | 0.00% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.59% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
SLGFX vs. LIVIX - Drawdown Comparison
The maximum SLGFX drawdown since its inception was -34.56%, roughly equal to the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for SLGFX and LIVIX.
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Drawdown Indicators
| SLGFX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.56% | -34.44% | -0.12% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -11.82% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -23.24% | -26.45% | +3.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.44% | — |
Current DrawdownCurrent decline from peak | -8.90% | -9.44% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -4.56% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.49% | +0.04% |
Volatility
SLGFX vs. LIVIX - Volatility Comparison
The current volatility for SEI Institutional Managed Trust Large Cap Index Fund (SLGFX) is 4.30%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 5.26%. This indicates that SLGFX experiences smaller price fluctuations and is considered to be less risky than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLGFX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 5.26% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 9.30% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 16.87% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.22% | 15.71% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.75% | 16.64% | +3.11% |