SBASX vs. OBMCX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Core Fund (SBASX) and Oberweis Micro Cap Fund (OBMCX).
SBASX is managed by Segall Bryant & Hamill. It was launched on Dec 31, 2019. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Performance
SBASX vs. OBMCX - Performance Comparison
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SBASX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SBASX Segall Bryant & Hamill Small Cap Core Fund | -0.48% | 3.95% | 11.89% | 13.96% | -13.13% | 23.52% | 22.80% |
OBMCX Oberweis Micro Cap Fund | 8.96% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% |
Returns By Period
In the year-to-date period, SBASX achieves a -0.48% return, which is significantly lower than OBMCX's 8.96% return.
SBASX
- 1D
- -1.04%
- 1M
- -9.50%
- YTD
- -0.48%
- 6M
- 1.76%
- 1Y
- 13.53%
- 3Y*
- 8.71%
- 5Y*
- 4.92%
- 10Y*
- —
OBMCX
- 1D
- -3.56%
- 1M
- -5.54%
- YTD
- 8.96%
- 6M
- 7.64%
- 1Y
- 43.65%
- 3Y*
- 18.71%
- 5Y*
- 14.63%
- 10Y*
- 18.72%
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SBASX vs. OBMCX - Expense Ratio Comparison
SBASX has a 0.99% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Return for Risk
SBASX vs. OBMCX — Risk / Return Rank
SBASX
OBMCX
SBASX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Core Fund (SBASX) and Oberweis Micro Cap Fund (OBMCX). 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 | OBMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.57 | -0.96 |
Sortino ratioReturn per unit of downside risk | 1.02 | 2.15 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.29 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 3.08 | -2.23 |
Martin ratioReturn relative to average drawdown | 3.03 | 11.08 | -8.05 |
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
| SBASX | OBMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.57 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.56 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.41 | +0.01 |
Correlation
The correlation between SBASX and OBMCX 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. OBMCX - Dividend Comparison
SBASX's dividend yield for the trailing twelve months is around 5.61%, more than OBMCX's 1.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBASX Segall Bryant & Hamill Small Cap Core Fund | 5.61% | 5.58% | 5.48% | 3.65% | 2.10% | 18.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OBMCX Oberweis Micro Cap Fund | 1.29% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
Drawdowns
SBASX vs. OBMCX - Drawdown Comparison
The maximum SBASX drawdown since its inception was -34.34%, smaller than the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for SBASX and OBMCX.
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Drawdown Indicators
| SBASX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.34% | -68.24% | +33.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -12.68% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.56% | -28.11% | +1.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.04% | — |
Current DrawdownCurrent decline from peak | -11.44% | -8.84% | -2.60% |
Average DrawdownAverage peak-to-trough decline | -8.44% | -16.51% | +8.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.53% | +0.07% |
Volatility
SBASX vs. OBMCX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Core Fund (SBASX) is 6.66%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 11.54%. This indicates that SBASX experiences smaller price fluctuations and is considered to be less risky than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBASX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 11.54% | -4.88% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 18.92% | -6.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 27.25% | -5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 26.10% | -6.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.29% | 25.70% | -3.41% |