SBASX vs. HRSMX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Core Fund (SBASX) and Hood River Small-Cap Growth Fund (HRSMX).
SBASX is managed by Segall Bryant & Hamill. It was launched on Dec 31, 2019. HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003.
Performance
SBASX vs. HRSMX - Performance Comparison
Loading graphics...
SBASX vs. HRSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SBASX Segall Bryant & Hamill Small Cap Core Fund | 2.65% | 3.95% | 11.89% | 13.96% | -13.13% | 23.52% | 22.80% |
HRSMX Hood River Small-Cap Growth Fund | 5.38% | 23.85% | 35.48% | 21.52% | -27.99% | 23.19% | 60.80% |
Returns By Period
In the year-to-date period, SBASX achieves a 2.65% return, which is significantly lower than HRSMX's 5.38% return.
SBASX
- 1D
- 3.15%
- 1M
- -7.26%
- YTD
- 2.65%
- 6M
- 5.05%
- 1Y
- 16.50%
- 3Y*
- 9.84%
- 5Y*
- 5.28%
- 10Y*
- —
HRSMX
- 1D
- 5.79%
- 1M
- -7.21%
- YTD
- 5.38%
- 6M
- 10.43%
- 1Y
- 54.19%
- 3Y*
- 26.46%
- 5Y*
- 10.91%
- 10Y*
- 17.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SBASX vs. HRSMX - Expense Ratio Comparison
SBASX has a 0.99% expense ratio, which is lower than HRSMX's 1.09% expense ratio.
Return for Risk
SBASX vs. HRSMX — Risk / Return Rank
SBASX
HRSMX
SBASX vs. HRSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Core Fund (SBASX) and Hood River Small-Cap Growth Fund (HRSMX). 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.
| SBASX | HRSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.79 | -1.01 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.38 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.32 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 3.49 | -2.19 |
Martin ratioReturn relative to average drawdown | 4.61 | 13.94 | -9.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SBASX | HRSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.79 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.40 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.53 | -0.09 |
Correlation
The correlation between SBASX and HRSMX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SBASX vs. HRSMX - Dividend Comparison
SBASX's dividend yield for the trailing twelve months is around 5.44%, more than HRSMX's 4.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBASX Segall Bryant & Hamill Small Cap Core Fund | 5.44% | 5.58% | 5.48% | 3.65% | 2.10% | 18.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HRSMX Hood River Small-Cap Growth Fund | 4.01% | 4.23% | 3.75% | 0.00% | 0.00% | 19.96% | 6.28% | 0.00% | 4.59% | 6.74% | 0.00% | 5.73% |
Drawdowns
SBASX vs. HRSMX - Drawdown Comparison
The maximum SBASX drawdown since its inception was -34.34%, smaller than the maximum HRSMX drawdown of -64.92%. Use the drawdown chart below to compare losses from any high point for SBASX and HRSMX.
Loading graphics...
Drawdown Indicators
| SBASX | HRSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.34% | -64.92% | +30.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -14.89% | +2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -26.56% | -38.49% | +11.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.74% | — |
Current DrawdownCurrent decline from peak | -8.66% | -7.21% | -1.45% |
Average DrawdownAverage peak-to-trough decline | -8.44% | -13.16% | +4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 3.73% | -0.08% |
Volatility
SBASX vs. HRSMX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Core Fund (SBASX) is 7.50%, while Hood River Small-Cap Growth Fund (HRSMX) has a volatility of 12.35%. This indicates that SBASX experiences smaller price fluctuations and is considered to be less risky than HRSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SBASX | HRSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 12.35% | -4.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 21.73% | -8.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.84% | 30.18% | -8.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.70% | 27.18% | -7.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 25.82% | -3.51% |