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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Segall Bryant & Hamill Small Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has returned -2.24% so far this year and 17.66% over the past 12 months. Over the last decade, WISGX has posted an annualized return of 12.62%, slightly higher than the S&P 500 Index benchmark’s 12.16%.
Segall Bryant & Hamill Small Cap Growth Fund
- 1D
- -1.98%
- 1M
- -9.91%
- YTD
- -2.24%
- 6M
- 0.58%
- 1Y
- 17.66%
- 3Y*
- 9.91%
- 5Y*
- 1.06%
- 10Y*
- 12.62%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Dec 23, 2013, WISGX's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, your investment would double in approximately 6.2 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +16.4%, while the worst month was Jan 2022 at -14.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, WISGX closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.6%, while the worst single day was Mar 16, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.20% | 2.19% | -9.91% | -2.24% | |||||||||
| 2025 | 3.08% | -6.87% | -7.52% | -1.76% | 7.22% | 4.03% | 1.51% | 4.47% | 0.67% | 0.89% | 3.33% | -1.32% | 6.85% |
| 2024 | -3.19% | 6.98% | 1.13% | -5.79% | 5.61% | 0.61% | 5.13% | 1.11% | 2.15% | -0.89% | 12.12% | -8.50% | 15.75% |
| 2023 | 10.45% | -1.31% | -1.16% | -1.46% | -3.14% | 10.04% | 1.67% | -1.26% | -6.26% | -6.98% | 10.17% | 8.42% | 18.32% |
| 2022 | -14.29% | 0.30% | 1.68% | -14.11% | -3.45% | -6.33% | 9.58% | -5.09% | -8.49% | 6.38% | 4.82% | -6.31% | -32.48% |
| 2021 | 2.14% | 3.49% | -3.10% | 4.36% | -3.42% | 5.57% | 0.35% | 3.43% | -3.95% | 8.62% | -6.40% | 1.20% | 11.79% |
Benchmark Metrics
Segall Bryant & Hamill Small Cap Growth Fund has an annualized alpha of -1.51%, beta of 1.16, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since December 24, 2013.
- This fund participated in 114.21% of S&P 500 Index downside but only 109.46% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- -1.51%
- Beta
- 1.16
- R²
- 0.75
- Upside Capture
- 109.46%
- Downside Capture
- 114.21%
Expense Ratio
WISGX has an expense ratio of 0.87%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WISGX ranks 31 for risk / return — below 31% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and compare them to a chosen benchmark (S&P 500 Index).
| WISGX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.90 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.39 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.40 | -0.38 |
Martin ratioReturn relative to average drawdown | 3.98 | 6.61 | -2.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore WISGX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Segall Bryant & Hamill Small Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.09 | $1.00 | $0.00 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 29.83% | 7.74% | 0.00% | 0.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Segall Bryant & Hamill Small Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Segall Bryant & Hamill Small Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Segall Bryant & Hamill Small Cap Growth Fund was 43.22%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Segall Bryant & Hamill Small Cap Growth Fund drawdown is 12.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.22% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -34.69% | Feb 21, 2020 | 21 | Mar 20, 2020 | 51 | Jun 3, 2020 | 72 |
| -30.48% | Jun 24, 2015 | 161 | Feb 11, 2016 | 240 | Jan 25, 2017 | 401 |
| -25.39% | Sep 5, 2018 | 77 | Dec 24, 2018 | 131 | Jul 3, 2019 | 208 |
| -19.75% | Mar 6, 2014 | 154 | Oct 13, 2014 | 126 | Apr 15, 2015 | 280 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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