SBAPX vs. SBHVX

Last updated Jun 25, 2026

SBAPX (Segall Bryant & Hamill Short Term Plus Fund) and SBHVX (Segall Bryant & Hamill Small Cap Value Fund) are both mutual funds - SBAPX is a Short-Term Bond fund managed by Segall Bryant & Hamill, while SBHVX is a Small Cap Blend Equities fund managed by Segall Bryant & Hamill. At a 0.10 correlation, their price movements are largely independent. SBAPX charges 0.68%/yr vs 0.97%/yr for SBHVX.

Performance

SBAPX vs. SBHVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Segall Bryant & Hamill Short Term Plus Fund (SBAPX) and Segall Bryant & Hamill Small Cap Value Fund (SBHVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SBAPX

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

SBHVX

• 1D: -0.98%
• 1M: 3.87%
• YTD: 21.83%
• 6M: 19.30%
• 1Y: 42.23%
• 3Y*: 18.72%
• 5Y*: 8.03%
• 10Y*: 11.03%

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

SBAPX vs. SBHVX - 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%
SBHVX Segall Bryant & Hamill Small Cap Value Fund	21.83%	12.27%	12.31%	11.97%	-14.66%	16.61%	6.22%	24.65%	-5.14%

Correlation

The correlation between SBAPX and SBHVX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (3Y) Calculated over the trailing 3-year period	0.14
Correlation (5Y) Calculated over the trailing 5-year period	0.12
Correlation (All Time) Calculated using the full available price history since Dec 14, 2018	0.10

Return for Risk

SBAPX vs. SBHVX — 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.

SBHVX

SBHVX Risk / Return Rank: 71
SBHVX Sharpe Ratio Rank: 70
SBHVX Sortino Ratio Rank: 70
SBHVX Omega Ratio Rank: 59
SBHVX Calmar Ratio Rank: 84
SBHVX Martin Ratio Rank: 73

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. SBHVX - 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 Small Cap Value Fund (SBHVX). 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	SBHVX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.13	—
Sortino ratio: Return per unit of downside risk	—	3.04	—
Omega ratio: Gain probability vs. loss probability	—	1.36	—
Calmar ratio: Return relative to maximum drawdown	—	3.58	—
Martin ratio: Return relative to average drawdown	—	12.22	—

Drawdowns

Drawdown Indicators

	SBAPX	SBHVX	Difference
Max Drawdown Largest peak-to-trough decline	—	-41.54%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.18%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-29.43%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-29.43%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-41.54%	—
Current Drawdown Current decline from peak	—	-1.51%	—
Average Drawdown Average peak-to-trough decline	—	-7.24%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.56%	—

Volatility

Volatility by Period

	SBAPX	SBHVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.34%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.23%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	20.54%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.34%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.30%	—

SBAPX vs. SBHVX - Expense Ratio Comparison

SBAPX has a 0.68% expense ratio, which is lower than SBHVX's 0.97% expense ratio.

Dividends

SBAPX vs. SBHVX - Dividend Comparison

SBAPX's dividend yield for the trailing twelve months is around 3.72%, less than SBHVX's 9.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SBAPX Segall Bryant & Hamill Short Term Plus Fund	3.72%	4.70%	4.24%	2.48%	0.93%	0.84%	1.65%	2.65%	0.00%	0.00%	0.00%	0.00%
SBHVX Segall Bryant & Hamill Small Cap Value Fund	9.56%	11.65%	4.61%	1.37%	1.25%	4.66%	0.95%	6.05%	10.28%	6.78%	0.22%	5.76%

Frequently Asked Questions

Can I hold both SBAPX and SBHVX in my portfolio?

SBAPX and SBHVX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.