TWSCX vs. SIFAX
Compare and contrast key facts about American Century Strategic Allocation: Conservative Fund (TWSCX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
TWSCX is managed by American Century. It was launched on Feb 14, 1996. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
TWSCX vs. SIFAX - Performance Comparison
Loading graphics...
TWSCX vs. SIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWSCX American Century Strategic Allocation: Conservative Fund | -2.24% | 10.44% | 7.78% | 10.62% | -13.03% | 9.35% | 13.35% | 16.16% | -4.09% | 10.81% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 9.34% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Returns By Period
In the year-to-date period, TWSCX achieves a -2.24% return, which is significantly lower than SIFAX's 9.34% return. Over the past 10 years, TWSCX has outperformed SIFAX with an annualized return of 5.86%, while SIFAX has yielded a comparatively lower 3.95% annualized return.
TWSCX
- 1D
- 0.00%
- 1M
- -4.93%
- YTD
- -2.24%
- 6M
- -1.04%
- 1Y
- 7.32%
- 3Y*
- 7.34%
- 5Y*
- 3.66%
- 10Y*
- 5.86%
SIFAX
- 1D
- 0.46%
- 1M
- 2.61%
- YTD
- 9.34%
- 6M
- 11.23%
- 1Y
- 11.09%
- 3Y*
- 7.29%
- 5Y*
- 6.95%
- 10Y*
- 3.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TWSCX vs. SIFAX - Expense Ratio Comparison
TWSCX has a 0.72% expense ratio, which is lower than SIFAX's 0.90% expense ratio.
Return for Risk
TWSCX vs. SIFAX — Risk / Return Rank
TWSCX
SIFAX
TWSCX vs. SIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Strategic Allocation: Conservative Fund (TWSCX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX). 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.
| TWSCX | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 2.19 | -1.24 |
Sortino ratioReturn per unit of downside risk | 1.38 | 3.07 | -1.69 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.43 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 3.74 | -2.53 |
Martin ratioReturn relative to average drawdown | 5.31 | 9.56 | -4.25 |
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
| TWSCX | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 2.19 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 1.27 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.77 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.36 | +0.34 |
Correlation
The correlation between TWSCX and SIFAX is 0.32, 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
TWSCX vs. SIFAX - Dividend Comparison
TWSCX's dividend yield for the trailing twelve months is around 5.25%, more than SIFAX's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWSCX American Century Strategic Allocation: Conservative Fund | 5.25% | 5.46% | 7.14% | 2.47% | 4.82% | 8.78% | 3.98% | 8.65% | 8.09% | 6.18% | 2.76% | 6.24% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.16% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
TWSCX vs. SIFAX - Drawdown Comparison
The maximum TWSCX drawdown since its inception was -25.70%, which is greater than SIFAX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for TWSCX and SIFAX.
Loading graphics...
Drawdown Indicators
| TWSCX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.70% | -23.62% | -2.08% |
Max Drawdown (1Y)Largest decline over 1 year | -5.89% | -3.07% | -2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -18.92% | -8.32% | -10.60% |
Max Drawdown (10Y)Largest decline over 10 years | -19.29% | -14.69% | -4.60% |
Current DrawdownCurrent decline from peak | -4.93% | 0.00% | -4.93% |
Average DrawdownAverage peak-to-trough decline | -2.84% | -8.65% | +5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 1.25% | +0.09% |
Volatility
TWSCX vs. SIFAX - Volatility Comparison
American Century Strategic Allocation: Conservative Fund (TWSCX) has a higher volatility of 2.70% compared to SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) at 2.03%. This indicates that TWSCX's price experiences larger fluctuations and is considered to be riskier than SIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TWSCX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 2.03% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 4.58% | 3.91% | +0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 5.30% | +2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.59% | 5.50% | +3.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.52% | 5.16% | +3.36% |