SBAPX vs. WTLTX

Last updated Jun 23, 2026

SBAPX (Segall Bryant & Hamill Short Term Plus Fund) and WTLTX (Segall Bryant & Hamill Quality High Yield Fund) are both mutual funds - SBAPX is a Short-Term Bond fund managed by Segall Bryant & Hamill, while WTLTX is a High Yield Bonds fund managed by Segall Bryant & Hamill. At a 0.41 correlation, their price movements are largely independent. SBAPX charges 0.68%/yr vs 0.85%/yr for WTLTX.

Performance

SBAPX vs. WTLTX - 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 Quality High Yield Fund (WTLTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SBAPX

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

WTLTX

• 1D: 0.00%
• 1M: 0.46%
• YTD: 1.27%
• 6M: 1.50%
• 1Y: 5.48%
• 3Y*: 7.34%
• 5Y*: 3.53%
• 10Y*: 4.66%

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

SBAPX vs. WTLTX - 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%
WTLTX Segall Bryant & Hamill Quality High Yield Fund	1.27%	7.97%	5.53%	12.16%	-9.75%	3.13%	7.31%	12.21%	-1.35%

Correlation

The correlation between SBAPX and WTLTX is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.42
Correlation (3Y) Calculated over the trailing 3-year period	0.49
Correlation (5Y) Calculated over the trailing 5-year period	0.45
Correlation (All Time) Calculated using the full available price history since Dec 14, 2018	0.41

Return for Risk

SBAPX vs. WTLTX — 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.

WTLTX

WTLTX Risk / Return Rank: 88
WTLTX Sharpe Ratio Rank: 92
WTLTX Sortino Ratio Rank: 94
WTLTX Omega Ratio Rank: 93
WTLTX Calmar Ratio Rank: 75
WTLTX Martin Ratio Rank: 88

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. WTLTX - 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 Quality High Yield Fund (WTLTX). 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	WTLTX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.85	—
Sortino ratio: Return per unit of downside risk	—	4.51	—
Omega ratio: Gain probability vs. loss probability	—	1.69	—
Calmar ratio: Return relative to maximum drawdown	—	3.20	—
Martin ratio: Return relative to average drawdown	—	15.56	—

Drawdowns

Drawdown Indicators

	SBAPX	WTLTX	Difference
Max Drawdown Largest peak-to-trough decline	—	-38.46%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-1.76%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-3.12%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-13.35%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-16.97%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-3.25%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.36%	—

Volatility

Volatility by Period

	SBAPX	WTLTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.50%	—
Volatility (6M) Calculated over the trailing 6-month period	—	1.43%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	1.97%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	4.32%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	4.49%	—

SBAPX vs. WTLTX - Expense Ratio Comparison

SBAPX has a 0.68% expense ratio, which is lower than WTLTX's 0.85% expense ratio.

Dividends

SBAPX vs. WTLTX - Dividend Comparison

SBAPX's dividend yield for the trailing twelve months is around 3.72%, less than WTLTX's 4.09% 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%
WTLTX Segall Bryant & Hamill Quality High Yield Fund	4.09%	4.09%	4.21%	4.26%	4.23%	3.41%	3.88%	4.88%	4.76%	4.55%	4.51%	5.33%

Frequently Asked Questions

Can I hold both SBAPX and WTLTX in my portfolio?

SBAPX and WTLTX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.