# SEI Tax-Managed Mgd Volatility Y (SIMT) (STVYX)

> Source: Nexqual · https://nexqual.com/STVYX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, SEI Tax-Managed Mgd Volatility Y (SIMT) (STVYX), nexqual.com/STVYX" · informational, not investment advice.

**Price:** USD 16.87 (-0.88% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.02 · day 16.87–16.87 · 52w 15.01–18.82 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +14.8% vs S&P 500 +13.4%; 5Y +62.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +14.8% | +62.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +14.9% | +10.2% |
| Volatility (annualized) | 9.3% | 11.7% |
| Max drawdown | -5.8% (Feb 2026→Mar 2026) | -14.4% (Apr 2022→Jun 2022) |

## Peers
SUSYX (U.S. Managed Volatility Fund Cl) USD 14.87 +0.00% · VSCRX (Virtus KAR Small-Cap Core Fund ) USD 50.57 +0.00% · QUERX (AQR Large Cap Defensive Style F) USD 19.79 -0.45% · SSHVX (Sound Shore Fund - Institutiona) USD 43.34 -0.00% · SMDRX (Hartford Schroders US MidCap Op) USD 22.59 -0.00%

## More
Full page: https://nexqual.com/STVYX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt