Overview Performance Dividends Peer Group Options

(SEIC) SEI Investments - Performance 20.3% in 12m

Compare SEIC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 63.11%
#43 in Group
Rel. Strength 75.18%
#1982 in Universe
Total Return 12m 20.25%
#41 in Group
Total Return 5y 67.56%
#68 in Group
P/E 17.1
75th Percentile in Group
P/E Forward 17.0
82th Percentile in Group
PEG 1.63
51th Percentile in Group
FCF Yield 6.79%
60th Percentile in Group

12m Total Return: SEIC (20.3%) vs XLF (22.7%)

Compare overall performance (total returns) of SEI Investments with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (SEIC) SEI Investments - Performance 20.3% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
SEIC 7.25% 0.85% -9.57%
FON -14.0% 25.0% 134%
BOWN -7.57% 27.5% 63.6%
SWIN 9.25% 18.9% 21.5%
Long Term
Symbol 6m 12m 5y
SEIC 5.33% 20.3% 67.6%
FON 558% 635% 1,353%
FOA 70.6% 335% -79.1%
OPFI 88.4% 261% 2.12%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
AMP NYSE
Ameriprise Financial		 -2.7% 15.9% 355% 16 12.6 1.83 11.6% 5.92%
AGF-B TO
AGF Management		 2.72% 37.1% 236% 6.99 6 1.25 81.8% 68.2%
APO NYSE
Apollo Global Management		 -0.34% 27.7% 291% 18.2 16.6 1.37 74.1% 26.5%
BCSF NYSE
Bain Capital Specialty		 -7.83% 2.37% 182% 8.09 10.4 1.07 24.1% -1.62%
TSLX NYSE
Sixth Street Specialty		 -7.24% 5.49% 143% 10.3 9.76 1.27 -3.10% -5.88%
BK NYSE
The Bank of New York Mellon		 -3.51% 46% 163% 12.8 11.6 1.03 64.4% 12.5%
FHI NYSE
Federated Investors		 -0.39% 31.9% 129% 11.2 9.9 1.9 60.9% 19.9%
PNNT NYSE
PennantPark Investment		 -6.05% 4.78% 271% 7.25 7.61 0.28 -7.30% -22.8%

Performance Comparison: SEIC vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SEIC
Total Return (including Dividends) SEIC XLF S&P 500
1 Month 0.85% -2.11% -0.87%
3 Months -9.57% -4.92% -7.58%
12 Months 20.25% 22.69% 11.88%
5 Years 67.56% 144.89% 110.33%
Trend Score (consistency of price movement) SEIC XLF S&P 500
1 Month 43.4% 27.8% 23%
3 Months -73.9% -81% -88.5%
12 Months 73.5% 83.7% 55.1%
5 Years 75.8% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #41 3.02% 1.73%
3 Month #137 -4.89% -2.16%
12 Month #42 -1.99% 7.49%
5 Years #88 -31.6% -20.3%

FAQs

Does SEIC SEI Investments outperforms the market?

No, over the last 12 months SEIC made 20.25%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months SEIC made -9.57%, while XLF made -4.92%.

Performance Comparison SEIC vs Indeces and Sectors

SEIC vs. Indices SEIC is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 3.68% 1.72% 7.19% 8.37%
US NASDAQ 100 QQQ 2.65% -0.55% 6.76% 7.58%
US Dow Jones Industrial 30 DIA 4.62% 4.03% 7.28% 11.1%
German DAX 40 DAX 4.91% -0.47% -12.3% -4.43%
Shanghai Shenzhen CSI 300 CSI 300 7.64% 3.67% 10.2% 14.3%
Hongkong Hang Seng HSI 4.67% 0.79% 5.27% 6.36%
India NIFTY 50 INDA 6.52% -3.21% 6.90% 17.2%
Brasil Bovespa EWZ 4.48% -3.75% 3.49% 26.1%

SEIC vs. Sectors SEIC is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 3.43% 1.90% 1.06% -3.71%
Consumer Discretionary XLY 3.60% 0.95% 4.68% 6.93%
Consumer Staples XLP 7.18% 0.65% 1.88% 9.05%
Energy XLE 8.16% 14.7% 13.0% 31.3%
Financial XLF 5.07% 2.96% -0.41% -2.44%
Health Care XLV 3.76% 4.64% 8.88% 18.5%
Industrial XLI 3.26% 0.74% 6.48% 10.7%
Materials XLB 4.29% 3.28% 14.6% 23.8%
Real Estate XLRE 5.20% 2.16% 8.08% 2.16%
Technology XLK 1.23% -0.84% 10.5% 12.5%
Utilities XLU 6.52% 0.79% 5.07% -1.58%
Aerospace & Defense XAR 2.73% -5.54% -6.34% -6.32%
Biotech XBI 2.38% -1.43% 19.8% 22.1%
Homebuilder XHB 4.37% 3.12% 22.0% 27.3%
Retail XRT 5.25% 1.41% 12.8% 23.0%

SEIC vs. Commodities SEIC is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 13.9% 18.7% 18.4% 39.2%
Natural Gas UNG 0.83% 23.4% -26.4% 4.32%
Gold GLD 7.21% -4.57% -14.5% -23.1%
Silver SLV 10.4% 5.34% 6.03% -2.83%
Copper CPER 13.3% 10.5% 1.02% 19.4%

SEIC vs. Yields & Bonds SEIC is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 4.79% 2.21% 6.50% 14.6%
iShares High Yield Corp. Bond HYG 6.48% 0.73% 3.11% 11.0%