SEI INVESTMENTS COMPANY (SEIC) Scorecard
- 2026-Q2: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2026-Q1: Total return Win; Revenue growth Lose; EPS growth Lose.
- 2025-Q4: Total return Lose; Revenue growth Lose; EPS growth Win.
- 2025-Q3: Total return Lose; Revenue growth Win; EPS growth Win.
62/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
Trailing 1 year (4 quarters): 4 wins, 8 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q20/3 |
LoseSEIC / S&P 12.43% / 15.20% |
LoseSEIC / S&P 11.10% / 15.00% |
LoseSEIC / S&P 6.58% / 50.40% |
| 2026-Q11/3 |
WinSEIC / S&P -4.33% / -4.33% |
LoseSEIC / S&P 9.39% / 11.30% |
LoseSEIC / S&P 27.67% / 27.70% |
| 2025-Q41/3 |
LoseSEIC / S&P -2.74% / 2.65% |
LoseSEIC / S&P 8.10% / 9.00% |
WinSEIC / S&P 27.66% / 13.40% |
| 2025-Q32/3 |
LoseSEIC / S&P -5.58% / 8.12% |
WinSEIC / S&P 9.44% / 4.61% |
WinSEIC / S&P 30.84% / 13.45% |
| 2025-Q23/3 |
WinSEIC / S&P 16.42% / 10.94% |
WinSEIC / S&P 10.71% / 4.83% |
WinSEIC / S&P 38.90% / 10.63% |
| 2025-Q12/3 |
LoseSEIC / S&P -5.88% / -4.27% |
WinSEIC / S&P 10.33% / 4.98% |
WinSEIC / S&P 25.07% / 10.57% |
| 2024-Q43/3 |
WinSEIC / S&P 19.90% / 2.41% |
WinSEIC / S&P 10.70% / 5.25% |
WinSEIC / S&P 27.09% / 6.15% |
| 2024-Q33/3 |
WinSEIC / S&P 6.96% / 5.89% |
WinSEIC / S&P 8.53% / 5.89% |
WinSEIC / S&P 22.78% / 6.11% |
| 2024-Q22/3 |
LoseSEIC / S&P -9.39% / 4.28% |
WinSEIC / S&P 5.62% / 5.38% |
WinSEIC / S&P 29.39% / 5.12% |
| 2024-Q12/3 |
WinSEIC / S&P 13.14% / 10.56% |
LoseSEIC / S&P 4.45% / 5.71% |
WinSEIC / S&P 27.43% / 5.59% |
| 2023-Q40/3 |
LoseSEIC / S&P 6.27% / 11.69% |
LoseSEIC / S&P -3.58% / 6.81% |
LoseSEIC / S&P 0.58% / 7.78% |
| 2023-Q31/3 |
WinSEIC / S&P 1.02% / -3.27% |
LoseSEIC / S&P -7.10% / 7.52% |
LoseSEIC / S&P -7.14% / -5.03% |
| 2023-Q20/3 |
LoseSEIC / S&P 4.35% / 8.74% |
LoseSEIC / S&P -8.00% / 9.50% |
LoseSEIC / S&P -28.85% / -8.57% |
| 2023-Q10/3 |
LoseSEIC / S&P -1.29% / 7.50% |
LoseSEIC / S&P -8.09% / 10.77% |
LoseSEIC / S&P -32.71% / -15.69% |
| 2022-Q42/3 |
WinSEIC / S&P 19.73% / 7.56% |
LoseSEIC / S&P 3.79% / 11.88% |
WinSEIC / S&P -9.45% / -17.99% |
| 2022-Q31/3 |
LoseSEIC / S&P -9.20% / -4.88% |
LoseSEIC / S&P 9.45% / 13.47% |
WinSEIC / S&P -0.27% / -1.41% |
| 2022-Q23/3 |
WinSEIC / S&P -9.64% / -16.10% |
WinSEIC / S&P 13.89% / 13.71% |
WinSEIC / S&P 21.28% / 11.04% |
| 2022-Q12/3 |
WinSEIC / S&P -1.20% / -4.60% |
WinSEIC / S&P 18.50% / 15.97% |
LoseSEIC / S&P 34.59% / 42.23% |
| 2021-Q40/3 |
LoseSEIC / S&P 3.45% / 11.03% |
LoseSEIC / S&P 13.91% / 15.00% |
LoseSEIC / S&P 26.58% / 96.40% |
| 2021-Q31/3 |
LoseSEIC / S&P -4.31% / 0.58% |
WinSEIC / S&P 11.83% / 10.77% |
LoseSEIC / S&P 22.07% / 69.42% |
| 2021-Q21/3 |
LoseSEIC / S&P 2.31% / 8.55% |
WinSEIC / S&P 8.77% / 6.58% |
LoseSEIC / S&P 10.65% / 51.81% |
| 2021-Q11/3 |
LoseSEIC / S&P 6.02% / 6.17% |
WinSEIC / S&P 3.68% / -1.06% |
LoseSEIC / S&P -1.85% / 7.39% |
| 2020-Q43/3 |
WinSEIC / S&P 14.05% / 12.15% |
WinSEIC / S&P 2.07% / -3.72% |
WinSEIC / S&P -7.38% / -33.42% |
| 2020-Q32/3 |
LoseSEIC / S&P -7.75% / 8.93% |
WinSEIC / S&P 1.95% / -2.04% |
WinSEIC / S&P -4.78% / -27.10% |
| 2020-Q22/3 |
LoseSEIC / S&P 19.40% / 20.54% |
WinSEIC / S&P 1.89% / -0.46% |
WinSEIC / S&P 0.65% / -27.11% |
| 2020-Q11/3 |
LoseSEIC / S&P -29.23% / -19.60% |
LoseSEIC / S&P 2.74% / 3.47% |
WinSEIC / S&P 7.64% / -14.75% |
| 2019-Q42/3 |
WinSEIC / S&P 11.09% / 9.07% |
LoseSEIC / S&P 1.58% / 5.36% |
WinSEIC / S&P 3.50% / 2.99% |
| 2019-Q31/3 |
WinSEIC / S&P 5.63% / 1.70% |
LoseSEIC / S&P 0.27% / 5.02% |
LoseSEIC / S&P -0.63% / 0.21% |
| 2019-Q21/3 |
WinSEIC / S&P 8.02% / 4.30% |
LoseSEIC / S&P 1.21% / 6.64% |
LoseSEIC / S&P 3.01% / 8.65% |
| 2019-Q10/3 |
LoseSEIC / S&P 13.10% / 13.65% |
LoseSEIC / S&P 3.00% / 8.12% |
LoseSEIC / S&P 7.12% / 14.29% |
| 2018-Q41/3 |
LoseSEIC / S&P -23.80% / -13.52% |
LoseSEIC / S&P 6.39% / 9.05% |
WinSEIC / S&P 25.60% / 18.23% |
| 2018-Q31/3 |
LoseSEIC / S&P -2.27% / 7.71% |
LoseSEIC / S&P 9.43% / 10.21% |
WinSEIC / S&P 37.99% / 19.06% |
| 2018-Q22/3 |
LoseSEIC / S&P -16.16% / 3.43% |
WinSEIC / S&P 10.23% / 9.03% |
WinSEIC / S&P 36.53% / 14.46% |
| 2018-Q13/3 |
WinSEIC / S&P 4.24% / -0.76% |
WinSEIC / S&P 10.15% / 7.68% |
WinSEIC / S&P 33.18% / 12.46% |
| 2017-Q43/3 |
WinSEIC / S&P 18.18% / 6.64% |
WinSEIC / S&P 8.92% / 7.03% |
WinSEIC / S&P 23.15% / 13.82% |
| 2017-Q32/3 |
WinSEIC / S&P 13.54% / 4.48% |
WinSEIC / S&P 8.70% / 5.68% |
LoseSEIC / S&P 15.66% / 17.57% |
| 2017-Q22/3 |
WinSEIC / S&P 7.21% / 3.09% |
WinSEIC / S&P 7.91% / 4.83% |
LoseSEIC / S&P 14.06% / 17.74% |
| 2017-Q11/3 |
LoseSEIC / S&P 2.19% / 6.07% |
WinSEIC / S&P 6.27% / 3.67% |
LoseSEIC / S&P 8.76% / 13.32% |
| 2016-Q42/3 |
WinSEIC / S&P 8.83% / 3.82% |
WinSEIC / S&P 5.05% / 2.09% |
LoseSEIC / S&P 3.05% / 7.05% |
| 2016-Q32/3 |
LoseSEIC / S&P -5.20% / 3.85% |
WinSEIC / S&P 3.52% / 0.20% |
WinSEIC / S&P 2.06% / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | SEIC total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 27.60% | 20.78% |
| Annualized return | 27.60% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | SEIC total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 89.98% | 83.14% |
| Annualized return | 13.69% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | SEIC total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 174.93% | 319.30% |
| Annualized return | 10.64% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-04.
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