EMCAX vs. WISGX
Compare and contrast key facts about Empiric 2500 Fund (EMCAX) and Segall Bryant & Hamill Small Cap Growth Fund (WISGX).
EMCAX is managed by Empiric Funds. It was launched on Nov 6, 1995. WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013.
Performance
EMCAX vs. WISGX - Performance Comparison
Loading graphics...
EMCAX vs. WISGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMCAX Empiric 2500 Fund | -0.57% | 2.37% | 13.89% | 12.43% | -16.06% | 16.07% | 27.81% | 19.10% | -4.64% | 21.82% |
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 1.94% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% | 28.67% | 3.03% | 26.05% |
Returns By Period
In the year-to-date period, EMCAX achieves a -0.57% return, which is significantly lower than WISGX's 1.94% return. Over the past 10 years, EMCAX has underperformed WISGX with an annualized return of 9.61%, while WISGX has yielded a comparatively higher 13.10% annualized return.
EMCAX
- 1D
- 2.60%
- 1M
- -6.15%
- YTD
- -0.57%
- 6M
- -1.03%
- 1Y
- 6.53%
- 3Y*
- 8.52%
- 5Y*
- 2.22%
- 10Y*
- 9.61%
WISGX
- 1D
- 4.27%
- 1M
- -7.03%
- YTD
- 1.94%
- 6M
- 5.24%
- 1Y
- 22.43%
- 3Y*
- 11.46%
- 5Y*
- 1.46%
- 10Y*
- 13.10%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EMCAX vs. WISGX - Expense Ratio Comparison
EMCAX has a 1.96% expense ratio, which is higher than WISGX's 0.87% expense ratio.
Return for Risk
EMCAX vs. WISGX — Risk / Return Rank
EMCAX
WISGX
EMCAX vs. WISGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Empiric 2500 Fund (EMCAX) and Segall Bryant & Hamill Small Cap Growth Fund (WISGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EMCAX | WISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.94 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.44 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.19 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.52 | -0.78 |
Martin ratioReturn relative to average drawdown | 3.00 | 5.85 | -2.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EMCAX | WISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.94 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.06 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.55 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.44 | +0.01 |
Correlation
The correlation between EMCAX and WISGX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EMCAX vs. WISGX - Dividend Comparison
EMCAX's dividend yield for the trailing twelve months is around 0.13%, while WISGX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMCAX Empiric 2500 Fund | 0.13% | 0.13% | 0.13% | 0.00% | 0.00% | 0.51% | 7.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 29.83% | 7.74% | 0.00% | 0.09% |
Drawdowns
EMCAX vs. WISGX - Drawdown Comparison
The maximum EMCAX drawdown since its inception was -51.81%, which is greater than WISGX's maximum drawdown of -43.22%. Use the drawdown chart below to compare losses from any high point for EMCAX and WISGX.
Loading graphics...
Drawdown Indicators
| EMCAX | WISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.81% | -43.22% | -8.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -14.26% | +4.11% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -43.22% | +12.62% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -43.22% | +0.43% |
Current DrawdownCurrent decline from peak | -6.22% | -8.74% | +2.52% |
Average DrawdownAverage peak-to-trough decline | -13.33% | -12.69% | -0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 3.69% | -1.19% |
Volatility
EMCAX vs. WISGX - Volatility Comparison
The current volatility for Empiric 2500 Fund (EMCAX) is 5.42%, while Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a volatility of 9.23%. This indicates that EMCAX experiences smaller price fluctuations and is considered to be less risky than WISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EMCAX | WISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 9.23% | -3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 15.49% | -5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 24.34% | -6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 24.44% | -6.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 23.93% | -3.72% |