SVYAX vs. ACIIX
Compare and contrast key facts about SEI Institutional Investments Trust U.S. Managed Volatility Fund (SVYAX) and American Century Equity Income Fund Class I (ACIIX).
SVYAX is managed by BlackRock. It was launched on Dec 31, 2008. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
SVYAX vs. ACIIX - Performance Comparison
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SVYAX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVYAX SEI Institutional Investments Trust U.S. Managed Volatility Fund | 0.00% | 10.79% | 15.71% | 3.99% | -0.50% | 20.55% | -1.88% | 23.91% | -2.43% | 15.25% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
Both investments have delivered pretty close results over the past 10 years, with SVYAX having a 8.88% annualized return and ACIIX not far ahead at 8.89%.
SVYAX
- 1D
- 0.16%
- 1M
- -4.64%
- YTD
- 0.00%
- 6M
- 0.63%
- 1Y
- 6.41%
- 3Y*
- 10.18%
- 5Y*
- 8.12%
- 10Y*
- 8.88%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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SVYAX vs. ACIIX - Expense Ratio Comparison
Both SVYAX and ACIIX have an expense ratio of 0.72%.
Return for Risk
SVYAX vs. ACIIX — Risk / Return Rank
SVYAX
ACIIX
SVYAX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust U.S. Managed Volatility Fund (SVYAX) and American Century Equity Income Fund Class I (ACIIX). 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.
| SVYAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.93 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.35 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.11 | -0.45 |
Martin ratioReturn relative to average drawdown | 3.25 | 4.37 | -1.12 |
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
| SVYAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.93 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.70 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.67 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.53 | +0.14 |
Correlation
The correlation between SVYAX and ACIIX is 0.92, 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
SVYAX vs. ACIIX - Dividend Comparison
SVYAX's dividend yield for the trailing twelve months is around 94.03%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVYAX SEI Institutional Investments Trust U.S. Managed Volatility Fund | 94.03% | 94.03% | 12.40% | 12.69% | 12.35% | 21.57% | 2.24% | 6.34% | 18.49% | 11.02% | 7.34% | 8.75% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
SVYAX vs. ACIIX - Drawdown Comparison
The maximum SVYAX drawdown since its inception was -33.99%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for SVYAX and ACIIX.
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Drawdown Indicators
| SVYAX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.99% | -39.16% | +5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.96% | -8.96% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -16.07% | -13.49% | -2.58% |
Max Drawdown (10Y)Largest decline over 10 years | -33.99% | -32.76% | -1.23% |
Current DrawdownCurrent decline from peak | -4.64% | -5.73% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -3.45% | -5.26% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.30% | -0.27% |
Volatility
SVYAX vs. ACIIX - Volatility Comparison
The current volatility for SEI Institutional Investments Trust U.S. Managed Volatility Fund (SVYAX) is 2.53%, while American Century Equity Income Fund Class I (ACIIX) has a volatility of 2.76%. This indicates that SVYAX experiences smaller price fluctuations and is considered to be less risky than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SVYAX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 2.76% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 6.05% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.81% | 11.61% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 10.74% | +4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.71% | 13.37% | +2.34% |