SBAPX vs. SBHAX
Compare and contrast key facts about Segall Bryant & Hamill Short Term Plus Fund (SBAPX) and Segall Bryant & Hamill All Cap Fund (SBHAX).
SBAPX is managed by Segall Bryant & Hamill. It was launched on Dec 14, 2018. SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013.
Performance
SBAPX vs. SBHAX - Performance Comparison
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SBAPX vs. SBHAX - 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% |
SBHAX Segall Bryant & Hamill All Cap Fund | -6.29% | 8.36% | 16.89% | 14.50% | -19.27% | 29.43% | 26.18% | 30.60% | -2.70% |
Returns By Period
In the year-to-date period, SBAPX achieves a -0.22% return, which is significantly higher than SBHAX's -6.29% return.
SBAPX
- 1D
- 0.10%
- 1M
- -0.98%
- YTD
- -0.22%
- 6M
- 0.94%
- 1Y
- 3.88%
- 3Y*
- 4.81%
- 5Y*
- 2.70%
- 10Y*
- —
SBHAX
- 1D
- -0.65%
- 1M
- -8.74%
- YTD
- -6.29%
- 6M
- -4.79%
- 1Y
- 6.85%
- 3Y*
- 9.99%
- 5Y*
- 5.99%
- 10Y*
- 10.62%
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SBAPX vs. SBHAX - Expense Ratio Comparison
SBAPX has a 0.68% expense ratio, which is lower than SBHAX's 0.87% expense ratio.
Return for Risk
SBAPX vs. SBHAX — Risk / Return Rank
SBAPX
SBHAX
SBAPX vs. SBHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Short Term Plus Fund (SBAPX) and Segall Bryant & Hamill All Cap Fund (SBHAX). 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 | SBHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.85 | 0.44 | +2.41 |
Sortino ratioReturn per unit of downside risk | 4.18 | 0.75 | +3.42 |
Omega ratioGain probability vs. loss probability | 1.71 | 1.11 | +0.61 |
Calmar ratioReturn relative to maximum drawdown | 3.79 | 0.49 | +3.30 |
Martin ratioReturn relative to average drawdown | 22.47 | 2.20 | +20.28 |
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 | SBHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.85 | 0.44 | +2.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.89 | 0.30 | +1.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.77 | 0.52 | +1.24 |
Correlation
The correlation between SBAPX and SBHAX is 0.11, 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. SBHAX - Dividend Comparison
SBAPX's dividend yield for the trailing twelve months is around 4.34%, less than SBHAX's 31.43% 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% |
SBHAX Segall Bryant & Hamill All Cap Fund | 31.43% | 29.46% | 19.96% | 4.76% | 8.72% | 11.37% | 1.36% | 0.32% | 4.11% | 0.56% | 0.03% | 3.74% |
Drawdowns
SBAPX vs. SBHAX - Drawdown Comparison
The maximum SBAPX drawdown since its inception was -5.11%, smaller than the maximum SBHAX drawdown of -32.81%. Use the drawdown chart below to compare losses from any high point for SBAPX and SBHAX.
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Drawdown Indicators
| SBAPX | SBHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.11% | -32.81% | +27.70% |
Max Drawdown (1Y)Largest decline over 1 year | -1.08% | -11.66% | +10.58% |
Max Drawdown (5Y)Largest decline over 5 years | -3.81% | -31.00% | +27.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.81% | — |
Current DrawdownCurrent decline from peak | -0.98% | -17.57% | +16.59% |
Average DrawdownAverage peak-to-trough decline | -0.60% | -6.32% | +5.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.18% | 2.57% | -2.39% |
Volatility
SBAPX vs. SBHAX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Short Term Plus Fund (SBAPX) is 0.58%, while Segall Bryant & Hamill All Cap Fund (SBHAX) has a volatility of 4.59%. This indicates that SBAPX experiences smaller price fluctuations and is considered to be less risky than SBHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBAPX | SBHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 4.59% | -4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 0.88% | 8.91% | -8.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.37% | 17.29% | -15.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.43% | 19.92% | -18.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.52% | 19.35% | -17.83% |