SUSAX vs. SPIIX
Compare and contrast key facts about SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) and SEI S&P 500 Index Fund Class I (SPIIX).
SUSAX is managed by SEI. It was launched on Feb 28, 2011. SPIIX is a passively managed fund by SEI that tracks the performance of the S&P 500 Index. It was launched on Jun 28, 2002.
Performance
SUSAX vs. SPIIX - Performance Comparison
Loading graphics...
SUSAX vs. SPIIX - 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% |
SPIIX SEI S&P 500 Index Fund Class I | -4.52% | 16.97% | 24.11% | 25.49% | -18.84% | 28.04% | 17.66% | 30.72% | -5.00% | 21.06% |
Returns By Period
In the year-to-date period, SUSAX achieves a 0.29% return, which is significantly higher than SPIIX's -4.52% return. Over the past 10 years, SUSAX has underperformed SPIIX with an annualized return of 2.48%, while SPIIX has yielded a comparatively higher 13.32% 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%
SPIIX
- 1D
- 2.92%
- 1M
- -5.07%
- YTD
- -4.52%
- 6M
- -2.57%
- 1Y
- 16.44%
- 3Y*
- 17.47%
- 5Y*
- 11.00%
- 10Y*
- 13.32%
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. SPIIX - Expense Ratio Comparison
SUSAX has a 0.22% expense ratio, which is lower than SPIIX's 0.65% expense ratio.
Return for Risk
SUSAX vs. SPIIX — Risk / Return Rank
SUSAX
SPIIX
SUSAX vs. SPIIX - 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 S&P 500 Index Fund Class I (SPIIX). 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 | SPIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.80 | 0.93 | +1.88 |
Sortino ratioReturn per unit of downside risk | 7.56 | 1.43 | +6.14 |
Omega ratioGain probability vs. loss probability | 2.43 | 1.22 | +1.21 |
Calmar ratioReturn relative to maximum drawdown | 9.00 | 1.44 | +7.56 |
Martin ratioReturn relative to average drawdown | 37.12 | 6.86 | +30.26 |
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 | SPIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.80 | 0.93 | +1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.07 | 0.60 | +1.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.95 | 0.71 | +1.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.67 | 0.54 | +1.14 |
Correlation
The correlation between SUSAX and SPIIX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SUSAX vs. SPIIX - Dividend Comparison
SUSAX's dividend yield for the trailing twelve months is around 4.10%, less than SPIIX's 8.82% 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% |
SPIIX SEI S&P 500 Index Fund Class I | 8.82% | 8.42% | 12.20% | 4.10% | 10.27% | 7.03% | 5.78% | 4.04% | 3.90% | 2.08% | 4.34% | 1.53% |
Drawdowns
SUSAX vs. SPIIX - Drawdown Comparison
The maximum SUSAX drawdown since its inception was -4.28%, smaller than the maximum SPIIX drawdown of -55.78%. Use the drawdown chart below to compare losses from any high point for SUSAX and SPIIX.
Loading graphics...
Drawdown Indicators
| SUSAX | SPIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.28% | -55.78% | +51.50% |
Max Drawdown (1Y)Largest decline over 1 year | -0.50% | -12.14% | +11.64% |
Max Drawdown (5Y)Largest decline over 5 years | -2.72% | -25.70% | +22.98% |
Max Drawdown (10Y)Largest decline over 10 years | -4.28% | -33.85% | +29.57% |
Current DrawdownCurrent decline from peak | -0.40% | -6.37% | +5.97% |
Average DrawdownAverage peak-to-trough decline | -0.22% | -7.33% | +7.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.12% | 2.55% | -2.43% |
Volatility
SUSAX vs. SPIIX - Volatility Comparison
The current volatility for SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) is 0.26%, while SEI S&P 500 Index Fund Class I (SPIIX) has a volatility of 5.34%. This indicates that SUSAX experiences smaller price fluctuations and is considered to be less risky than SPIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SUSAX | SPIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.26% | 5.34% | -5.08% |
Volatility (6M)Calculated over the trailing 6-month period | 1.00% | 9.54% | -8.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.51% | 18.32% | -16.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.37% | 18.45% | -17.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.27% | 18.86% | -17.59% |