Ratings & Risk for SEI Instl Mgd Small Cap Growth I (SPWIX)

Morningstar Category: Small Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Low Above Average
    		217
    5-Year Below Average Above Average
    		192
    10-Year Below Average Above Average
    		139
    Overall Below Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 26.24 -0.83 -0.47
    5-Year 23.12 -0.07 -0.16
    10-Year 28.92 0.23 -0.01
    15-Year 27.86 0.75 0.19
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 83.12 1.16 3.01
    3-Year 88.90 1.26 -2.60
    5-Year 84.65 1.33 -1.98
    10-Year 57.54 1.36 3.32

    S&P 500 TR

    Trailing data as of 10/31/2009