SBAPX vs. VISTX
Compare and contrast key facts about Segall Bryant & Hamill Short Term Plus Fund (SBAPX) and Vanguard Institutional Short-Term Bond Fund (VISTX).
SBAPX is managed by Segall Bryant & Hamill. It was launched on Dec 14, 2018. VISTX is managed by Vanguard. It was launched on Jun 19, 2015.
Performance
SBAPX vs. VISTX - Performance Comparison
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SBAPX vs. VISTX - 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% |
VISTX Vanguard Institutional Short-Term Bond Fund | 0.25% | 5.68% | 5.56% | 4.98% | -3.73% | -0.04% | 3.92% | 4.20% | 0.47% |
Returns By Period
In the year-to-date period, SBAPX achieves a -0.22% return, which is significantly lower than VISTX's 0.25% return.
SBAPX
- 1D
- 0.10%
- 1M
- -0.98%
- YTD
- -0.22%
- 6M
- 0.94%
- 1Y
- 3.88%
- 3Y*
- 4.81%
- 5Y*
- 2.70%
- 10Y*
- —
VISTX
- 1D
- 0.15%
- 1M
- -0.64%
- YTD
- 0.25%
- 6M
- 1.45%
- 1Y
- 4.26%
- 3Y*
- 4.94%
- 5Y*
- 2.45%
- 10Y*
- 2.43%
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SBAPX vs. VISTX - Expense Ratio Comparison
SBAPX has a 0.68% expense ratio, which is higher than VISTX's 0.02% expense ratio.
Return for Risk
SBAPX vs. VISTX — Risk / Return Rank
SBAPX
VISTX
SBAPX vs. VISTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Short Term Plus Fund (SBAPX) and Vanguard Institutional Short-Term Bond Fund (VISTX). 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 | VISTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.85 | 3.01 | -0.16 |
Sortino ratioReturn per unit of downside risk | 4.18 | 4.73 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.71 | 1.68 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.79 | 5.24 | -1.45 |
Martin ratioReturn relative to average drawdown | 22.47 | 21.26 | +1.21 |
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 | VISTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.85 | 3.01 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.89 | 1.33 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.77 | 1.70 | +0.07 |
Correlation
The correlation between SBAPX and VISTX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SBAPX vs. VISTX - Dividend Comparison
SBAPX's dividend yield for the trailing twelve months is around 4.34%, more than VISTX's 4.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VISTX Vanguard Institutional Short-Term Bond Fund | 4.11% | 4.53% | 5.03% | 3.91% | 1.76% | 1.85% | 2.33% | 2.72% | 2.32% | 1.78% | 1.51% |
Drawdowns
SBAPX vs. VISTX - Drawdown Comparison
The maximum SBAPX drawdown since its inception was -5.11%, smaller than the maximum VISTX drawdown of -5.64%. Use the drawdown chart below to compare losses from any high point for SBAPX and VISTX.
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Drawdown Indicators
| SBAPX | VISTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.11% | -5.64% | +0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -1.08% | -0.86% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -3.81% | -5.64% | +1.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.64% | — |
Current DrawdownCurrent decline from peak | -0.98% | -0.64% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -0.60% | -0.69% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.18% | 0.21% | -0.03% |
Volatility
SBAPX vs. VISTX - Volatility Comparison
Segall Bryant & Hamill Short Term Plus Fund (SBAPX) has a higher volatility of 0.58% compared to Vanguard Institutional Short-Term Bond Fund (VISTX) at 0.47%. This indicates that SBAPX's price experiences larger fluctuations and is considered to be riskier than VISTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBAPX | VISTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 0.47% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 0.88% | 0.85% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.37% | 1.45% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.43% | 1.85% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.52% | 1.47% | +0.05% |