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Performance analysis of SEI Investments (SEIC)

Annual Return

Over the past 3 years, SEIC has had an average annual return of +16.01%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, SEIC has had an average annual return of +7.98%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, SEIC has had an average annual return of +7.02%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Nov 1, 1999, SEIC has had an average annual return of +10.53%, outperforming the benchmark SPY, which returned +8.59% annual.

202620252024202320222021202020192018201720162015
+7.01%+0.64%+31.47%+10.59%-2.92%+7.39%-11.10%+43.34%-34.94%+46.98%-4.77%+32.16%
201420132012201120102009200820072006200520042003
+16.76%+50.79%+38.49%-26.03%+36.99%+13.16%-50.90%+8.28%+61.73%-11.23%+38.83%+12.37%
2002200120001999
-39.44%-19.28%+183.37%+24.11%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+7.11%-7.43%-3.50%+15.56%-3.09%-0.12%+7.01%
2025+4.97%-7.54%-3.02%+0.85%+8.90%+6.01%-1.94%+0.18%-3.89%-5.00%+0.31%+2.06%+0.64%
2024-0.49%+6.34%+6.91%-8.28%+2.67%-3.78%+4.87%-0.31%+2.31%+8.05%+10.53%+0.41%+31.47%
2023+7.08%-3.49%-4.48%+2.36%-3.95%+6.14%+5.65%-1.48%-2.95%-10.91%+9.34%+9.09%+10.59%
2022-3.82%-0.05%+2.78%-7.46%+4.86%-6.87%+2.48%-1.19%-10.33%+10.70%+14.70%-5.70%-2.92%
2021-8.04%+5.96%+8.80%+0.84%+3.26%-1.74%-1.89%+3.31%-5.59%+6.31%-5.41%+2.90%+7.39%
2020-0.34%-16.17%-15.30%+9.97%+6.40%+2.03%-4.82%+0.06%-3.13%-3.10%+7.32%+9.67%-11.10%
2019+2.90%+10.96%-0.95%+4.21%-7.71%+12.32%+6.22%-3.49%+3.04%+1.11%+7.69%+2.01%+43.34%
2018+4.58%-3.09%+2.86%-15.59%+0.87%-1.53%-4.13%+5.24%-3.14%-12.52%+0.47%-13.33%-34.94%
2017-1.72%+3.79%+0.18%+0.54%-1.22%+7.95%+5.08%+3.45%+4.45%+5.65%+9.07%+2.56%+46.98%

Drawdown analysis of SEI Investments (SEIC)

The maximum drawdown for the SEIC was -71.17%, occurring on Mar 9, 2009. Recovery took 1062 trading sessions.

The current SEIC drawdown is -5.85%.

Since Nov 1, 1999 SEIC has experienced the following drawdowns:

  • 50% or more: 3 times
  • 40% or more: 3 times
  • 30% or more: 5 times
  • 20% or more: 9 times
  • 10% or more: 19 times
DepthStartTo BottomBottomTo RecoverEndTotal
-71.17%Dec 24, 2007302Mar 9, 20091062May 28, 20131364
-69.00%Dec 28, 2000442Oct 7, 20021012Oct 12, 20061454
-51.80%Mar 21, 2018504Mar 23, 20201010Mar 27, 20241514
-38.37%Aug 10, 2015128Feb 11, 2016337Jun 14, 2017465
-30.64%Dec 21, 199947Feb 29, 200058May 22, 2000105
-28.11%Apr 24, 200775Aug 9, 200785Dec 10, 2007160
-23.41%Sep 28, 200010Oct 12, 20005Oct 19, 200015
-23.25%Jan 31, 202546Apr 8, 202552Jun 24, 202598
-20.76%Jul 20, 20005Jul 27, 200011Aug 11, 200016
-19.36%Jul 10, 2025186Apr 7, 2026OngoingOngoingOngoing
-18.20%Jun 19, 20009Jun 30, 20004Jul 7, 200013
-14.49%Jan 22, 201457Apr 14, 201470Jul 24, 2014127
-12.67%Sep 11, 20005Sep 18, 20004Sep 22, 20009
-11.76%Mar 27, 202489Aug 5, 202450Oct 15, 2024139
-11.50%May 28, 201319Jun 24, 201318Jul 19, 201337
-10.96%Jan 26, 20189Feb 8, 201821Mar 12, 201830
-10.92%Dec 11, 20004Dec 15, 20007Dec 27, 200011
-10.81%Aug 29, 201432Oct 15, 201410Oct 29, 201442
-10.01%Feb 21, 200714Mar 13, 200729Apr 24, 200743
-8.59%May 24, 20002May 26, 20001May 30, 20003
-8.55%Aug 9, 201316Sep 3, 201334Oct 21, 201350
-8.31%Nov 27, 20003Nov 30, 20004Dec 6, 20007
-8.22%Dec 12, 202418Jan 10, 202514Jan 31, 202532
-8.18%Oct 12, 200615Nov 2, 200645Jan 10, 200760
-6.64%Nov 15, 20004Nov 21, 20002Nov 24, 20006