SBAPX vs. DFCFX

Last updated Jul 17, 2026

SBAPX (Segall Bryant & Hamill Short Term Plus Fund) and DFCFX (DFA Two-Year Fixed Income Portfolio) are both Short-Term Bond funds. At a 0.35 correlation, their price movements are largely independent. SBAPX charges 0.68%/yr vs 0.21%/yr for DFCFX.

Performance

SBAPX vs. DFCFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Segall Bryant & Hamill Short Term Plus Fund (SBAPX) and DFA Two-Year Fixed Income Portfolio (DFCFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SBAPX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DFCFX

• 1D: 0.10%
• 1M: 0.19%
• 6M: 1.71%
• YTD: 1.92%
• 1Y: 3.92%
• 3Y*: 4.01%
• 5Y*: 3.89%
• 10Y*: 2.52%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SBAPX vs. DFCFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
SBAPX Segall Bryant & Hamill Short Term Plus Fund	0.05%	5.65%	5.17%	5.17%	-1.98%	-0.05%	2.19%	3.62%	0.20%
DFCFX DFA Two-Year Fixed Income Portfolio	1.92%	2.28%	5.33%	4.92%	-3.28%	8.60%	0.57%	2.65%	0.47%

Correlation

The correlation between SBAPX and DFCFX is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.03
Correlation (3Y) Calculated over the trailing 3-year period	0.04
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (All Time) Calculated using the full available price history since Dec 14, 2018	0.35

Over the past year, the correlation between SBAPX and DFCFX has dropped to 0.03 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.

Return for Risk

SBAPX vs. DFCFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SBAPX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

DFCFX

DFCFX Risk / Return Rank: 100
DFCFX Sharpe Ratio Rank: 100
DFCFX Sortino Ratio Rank: 100
DFCFX Omega Ratio Rank: 100
DFCFX Calmar Ratio Rank: 100
DFCFX Martin Ratio Rank: 100

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SBAPX vs. DFCFX - 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 Two-Year Fixed Income Portfolio (DFCFX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SBAPX	DFCFX	Difference
Sharpe ratio: Return per unit of total volatility	—	5.62	—
Sortino ratio: Return per unit of downside risk	—	12.99	—
Omega ratio: Gain probability vs. loss probability	—	6.56	—
Calmar ratio: Return relative to maximum drawdown	—	19.17	—
Martin ratio: Return relative to average drawdown	—	129.67	—

Drawdowns

Drawdown Indicators

	SBAPX	DFCFX	Difference
Max Drawdown Largest peak-to-trough decline	—	-4.27%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-0.21%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-1.33%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-4.27%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-4.27%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-0.26%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.03%	—

Volatility

Volatility by Period

	SBAPX	DFCFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.40%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.56%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	0.71%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	4.39%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	3.13%	—

SBAPX vs. DFCFX - Expense Ratio Comparison

SBAPX has a 0.68% expense ratio, which is higher than DFCFX's 0.21% expense ratio.

Dividends

SBAPX vs. DFCFX - Dividend Comparison

SBAPX's dividend yield for the trailing twelve months is around 3.32%, less than DFCFX's 3.86% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DFCFX DFA Two-Year Fixed Income Portfolio	3.86%	2.16%	4.90%	3.43%	1.32%	8.29%	0.67%	2.22%	1.87%	1.22%	0.79%	0.53%
SBAPX Segall Bryant & Hamill Short Term Plus Fund	3.32%	4.70%	4.24%	2.48%	0.93%	0.84%	1.65%	2.65%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SBAPX and DFCFX in my portfolio?

SBAPX and DFCFX have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.