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Segall Bryant & Hamill Short Term Plus Fund (SBAPX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Jun 25, 2026

The fund invests 80% or more of its assets in investment-grade debt securities-those rated in the top four rating categories by at least one nationally recognized rating agency, such as Moody's or Standard & Poor's (a "Rating Agency"). It may invest up to twenty percent (20%) of its assets in high yield securities. The fund may invest up to ten percent (10%) in non-U.S. dollar-denominated securities.

Sortino ratio is not yet available for SBAPX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Segall Bryant & Hamill Short Term Plus Fund's Sortino Ratio with other mutual funds in the Short-Term Bond category across multiple time periods, showing how SBAPX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 25, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
DHEIXDiamond Hill Short Duration Securitized Bond Fund Class I7.94
GPICXGuidepathConservative Income Fund7.91
BATAXBlackRock Allocation Target Shares Series A Portfolio7.32
HOBEXHolbrook Income Fund7.16
DHEAXDiamond Hill Short Duration Securitized Bond Fund6.99
DBLSXDoubleLine Low Duration Bond Fund5.53
DFAIXDFA Short-Duration Real Return Portfolio5.52
LCCMXLeader Short Term High Yield Bond Fund5.26
DFEQXDFA Short-Term Extended Quality Portfolio5.23
DLSNXDoubleLine Low Duration Bond Fund Class N5.22
SBAPXSegall Bryant & Hamill Short Term Plus Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows SBAPX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when SBAPX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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