SBAPX vs. DFAIX
Compare and contrast key facts about Segall Bryant & Hamill Short Term Plus Fund (SBAPX) and DFA Short-Duration Real Return Portfolio (DFAIX).
SBAPX is managed by Segall Bryant & Hamill. It was launched on Dec 14, 2018. DFAIX is managed by Dimensional. It was launched on Nov 5, 2013.
Performance
SBAPX vs. DFAIX - Performance Comparison
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SBAPX vs. DFAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SBAPX Segall Bryant & Hamill Short Term Plus Fund | -0.22% | 5.65% | 5.17% | 5.17% | -1.98% | -0.05% | 2.19% | 3.62% | 0.20% |
DFAIX DFA Short-Duration Real Return Portfolio | 0.86% | 4.86% | 6.38% | 5.64% | -2.77% | 5.40% | 2.75% | 5.63% | -0.09% |
Returns By Period
In the year-to-date period, SBAPX achieves a -0.22% return, which is significantly lower than DFAIX's 0.86% return.
SBAPX
- 1D
- 0.10%
- 1M
- -0.98%
- YTD
- -0.22%
- 6M
- 0.94%
- 1Y
- 3.88%
- 3Y*
- 4.81%
- 5Y*
- 2.70%
- 10Y*
- —
DFAIX
- 1D
- 0.19%
- 1M
- -0.09%
- YTD
- 0.86%
- 6M
- 1.22%
- 1Y
- 3.68%
- 3Y*
- 5.27%
- 5Y*
- 3.82%
- 10Y*
- 3.20%
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SBAPX vs. DFAIX - Expense Ratio Comparison
SBAPX has a 0.68% expense ratio, which is higher than DFAIX's 0.22% expense ratio.
Return for Risk
SBAPX vs. DFAIX — Risk / Return Rank
SBAPX
DFAIX
SBAPX vs. DFAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Short Term Plus Fund (SBAPX) and DFA Short-Duration Real Return Portfolio (DFAIX). 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.
| SBAPX | DFAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.85 | 3.57 | -0.72 |
Sortino ratioReturn per unit of downside risk | 4.18 | 5.96 | -1.78 |
Omega ratioGain probability vs. loss probability | 1.71 | 2.07 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 3.79 | 8.64 | -4.86 |
Martin ratioReturn relative to average drawdown | 22.47 | 34.01 | -11.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBAPX | DFAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.85 | 3.57 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.89 | 1.21 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.77 | 1.08 | +0.68 |
Correlation
The correlation between SBAPX and DFAIX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SBAPX vs. DFAIX - Dividend Comparison
SBAPX's dividend yield for the trailing twelve months is around 4.34%, less than DFAIX's 4.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBAPX Segall Bryant & Hamill Short Term Plus Fund | 4.34% | 4.70% | 4.24% | 2.48% | 0.93% | 0.84% | 1.65% | 2.65% | 0.00% | 0.00% | 0.00% | 0.00% |
DFAIX DFA Short-Duration Real Return Portfolio | 4.61% | 4.65% | 4.14% | 3.66% | 1.68% | 0.98% | 0.82% | 2.53% | 2.72% | 1.71% | 1.41% | 1.29% |
Drawdowns
SBAPX vs. DFAIX - Drawdown Comparison
The maximum SBAPX drawdown since its inception was -5.11%, smaller than the maximum DFAIX drawdown of -5.63%. Use the drawdown chart below to compare losses from any high point for SBAPX and DFAIX.
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Drawdown Indicators
| SBAPX | DFAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.11% | -5.63% | +0.52% |
Max Drawdown (1Y)Largest decline over 1 year | -1.08% | -0.47% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -3.81% | -5.46% | +1.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.63% | — |
Current DrawdownCurrent decline from peak | -0.98% | -0.28% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -0.60% | -0.95% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.18% | 0.12% | +0.06% |
Volatility
SBAPX vs. DFAIX - Volatility Comparison
Segall Bryant & Hamill Short Term Plus Fund (SBAPX) has a higher volatility of 0.58% compared to DFA Short-Duration Real Return Portfolio (DFAIX) at 0.50%. This indicates that SBAPX's price experiences larger fluctuations and is considered to be riskier than DFAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBAPX | DFAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 0.50% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 0.88% | 0.75% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.37% | 1.07% | +0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.43% | 3.18% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.52% | 2.56% | -1.04% |