SUSAX vs. SDLAX
Compare and contrast key facts about SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) and SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX).
SUSAX is managed by SEI. It was launched on Feb 28, 2011. SDLAX is managed by SEI. It was launched on Jul 30, 2010.
Performance
SUSAX vs. SDLAX - Performance Comparison
Loading graphics...
SUSAX vs. SDLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUSAX SEI Institutional Investments Trust Ultra Short Duration Bond Fund | 0.29% | 5.09% | 5.31% | 5.00% | -1.44% | 0.17% | 2.06% | 3.55% | 1.89% | 1.77% |
SDLAX SEI Institutional Investments Trust Dynamic Asset Allocation Fund | -5.23% | 20.37% | 24.23% | 22.00% | -16.10% | 31.43% | 20.70% | 27.68% | -7.77% | 19.77% |
Returns By Period
In the year-to-date period, SUSAX achieves a 0.29% return, which is significantly higher than SDLAX's -5.23% return. Over the past 10 years, SUSAX has underperformed SDLAX with an annualized return of 2.48%, while SDLAX has yielded a comparatively higher 13.80% annualized return.
SUSAX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.29%
- 6M
- 1.41%
- 1Y
- 4.07%
- 3Y*
- 4.72%
- 5Y*
- 2.84%
- 10Y*
- 2.48%
SDLAX
- 1D
- 3.13%
- 1M
- -5.77%
- YTD
- -5.23%
- 6M
- -2.73%
- 1Y
- 17.58%
- 3Y*
- 17.60%
- 5Y*
- 11.86%
- 10Y*
- 13.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SUSAX vs. SDLAX - Expense Ratio Comparison
SUSAX has a 0.22% expense ratio, which is lower than SDLAX's 0.67% expense ratio.
Return for Risk
SUSAX vs. SDLAX — Risk / Return Rank
SUSAX
SDLAX
SUSAX vs. SDLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) and SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX). 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.
| SUSAX | SDLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.80 | 0.93 | +1.87 |
Sortino ratioReturn per unit of downside risk | 7.56 | 1.40 | +6.17 |
Omega ratioGain probability vs. loss probability | 2.43 | 1.22 | +1.21 |
Calmar ratioReturn relative to maximum drawdown | 9.00 | 1.47 | +7.53 |
Martin ratioReturn relative to average drawdown | 37.12 | 6.80 | +30.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SUSAX | SDLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.80 | 0.93 | +1.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.07 | 0.46 | +1.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.95 | 0.61 | +1.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.67 | 0.64 | +1.03 |
Correlation
The correlation between SUSAX and SDLAX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SUSAX vs. SDLAX - Dividend Comparison
SUSAX's dividend yield for the trailing twelve months is around 4.10%, less than SDLAX's 14.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSAX SEI Institutional Investments Trust Ultra Short Duration Bond Fund | 4.10% | 4.55% | 4.44% | 3.02% | 1.19% | 0.78% | 1.53% | 2.98% | 2.48% | 1.75% | 1.43% | 1.15% |
SDLAX SEI Institutional Investments Trust Dynamic Asset Allocation Fund | 14.57% | 13.81% | 32.97% | 12.32% | 14.88% | 17.50% | 12.09% | 12.85% | 1.86% | 3.79% | 1.60% | 6.89% |
Drawdowns
SUSAX vs. SDLAX - Drawdown Comparison
The maximum SUSAX drawdown since its inception was -4.28%, smaller than the maximum SDLAX drawdown of -35.25%. Use the drawdown chart below to compare losses from any high point for SUSAX and SDLAX.
Loading graphics...
Drawdown Indicators
| SUSAX | SDLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.28% | -35.25% | +30.97% |
Max Drawdown (1Y)Largest decline over 1 year | -0.50% | -12.43% | +11.93% |
Max Drawdown (5Y)Largest decline over 5 years | -2.72% | -35.25% | +32.53% |
Max Drawdown (10Y)Largest decline over 10 years | -4.28% | -35.25% | +30.97% |
Current DrawdownCurrent decline from peak | -0.40% | -13.70% | +13.30% |
Average DrawdownAverage peak-to-trough decline | -0.22% | -5.75% | +5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.12% | 2.68% | -2.56% |
Volatility
SUSAX vs. SDLAX - Volatility Comparison
The current volatility for SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) is 0.26%, while SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX) has a volatility of 6.07%. This indicates that SUSAX experiences smaller price fluctuations and is considered to be less risky than SDLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SUSAX | SDLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.26% | 6.07% | -5.81% |
Volatility (6M)Calculated over the trailing 6-month period | 1.00% | 9.97% | -8.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.51% | 18.96% | -17.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.37% | 26.02% | -24.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.27% | 22.68% | -21.41% |