SPINX vs. CAVAX
Compare and contrast key facts about SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX).
SPINX is a passively managed fund by SEI that tracks the performance of the S&P 500 Index. It was launched on Dec 18, 2013. CAVAX is managed by SEI. It was launched on Apr 30, 2015.
Performance
SPINX vs. CAVAX - Performance Comparison
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SPINX vs. CAVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | -4.36% | 17.89% | 24.02% | 26.24% | -18.27% | 28.62% | 18.35% | 31.42% | -4.46% | 21.74% |
CAVAX SEI Catholic Values Trust Catholic Values Equity Fund | -2.71% | 15.45% | 16.72% | 21.33% | -18.51% | 20.57% | 17.33% | 26.63% | -10.24% | 23.69% |
Returns By Period
In the year-to-date period, SPINX achieves a -4.36% return, which is significantly lower than CAVAX's -2.71% return. Over the past 10 years, SPINX has outperformed CAVAX with an annualized return of 13.92%, while CAVAX has yielded a comparatively lower 11.01% annualized return.
SPINX
- 1D
- 2.94%
- 1M
- -5.04%
- YTD
- -4.36%
- 6M
- -2.09%
- 1Y
- 17.35%
- 3Y*
- 17.98%
- 5Y*
- 11.54%
- 10Y*
- 13.92%
CAVAX
- 1D
- 2.61%
- 1M
- -5.23%
- YTD
- -2.71%
- 6M
- -0.50%
- 1Y
- 15.10%
- 3Y*
- 14.15%
- 5Y*
- 7.58%
- 10Y*
- 11.01%
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SPINX vs. CAVAX - Expense Ratio Comparison
SPINX has a 0.12% expense ratio, which is lower than CAVAX's 0.86% expense ratio.
Return for Risk
SPINX vs. CAVAX — Risk / Return Rank
SPINX
CAVAX
SPINX vs. CAVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) 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.
| SPINX | CAVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.90 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.39 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.29 | +0.23 |
Martin ratioReturn relative to average drawdown | 7.30 | 6.17 | +1.14 |
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
| SPINX | CAVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.90 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.47 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.64 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.62 | +0.03 |
Correlation
The correlation between SPINX and CAVAX 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
SPINX vs. CAVAX - Dividend Comparison
SPINX's dividend yield for the trailing twelve months is around 12.44%, more than CAVAX's 6.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 12.44% | 11.90% | 26.02% | 9.77% | 9.59% | 6.58% | 3.58% | 3.01% | 4.94% | 2.32% | 1.97% | 2.29% |
CAVAX SEI Catholic Values Trust Catholic Values Equity Fund | 6.92% | 6.73% | 7.01% | 1.29% | 3.67% | 16.58% | 2.98% | 2.80% | 5.66% | 0.71% | 0.99% | 0.00% |
Drawdowns
SPINX vs. CAVAX - Drawdown Comparison
The maximum SPINX drawdown since its inception was -33.82%, smaller than the maximum CAVAX drawdown of -36.55%. Use the drawdown chart below to compare losses from any high point for SPINX and CAVAX.
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Drawdown Indicators
| SPINX | CAVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -36.55% | +2.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -12.26% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -32.91% | -26.51% | -6.40% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -36.55% | +2.73% |
Current DrawdownCurrent decline from peak | -11.03% | -6.09% | -4.94% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -5.13% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.57% | -0.04% |
Volatility
SPINX vs. CAVAX - Volatility Comparison
SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX) have volatilities of 5.36% and 5.19%, 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
| SPINX | CAVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 5.19% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 9.32% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.34% | 17.27% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.50% | 16.06% | +6.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 17.39% | +3.55% |