SBASX vs. SBAPX

Last updated Jun 23, 2026

SBASX (Segall Bryant & Hamill Small Cap Core Fund) and SBAPX (Segall Bryant & Hamill Short Term Plus Fund) are both mutual funds - SBASX is a Small Cap Growth Equities fund managed by Segall Bryant & Hamill, while SBAPX is a Short-Term Bond fund managed by Segall Bryant & Hamill. At a 0.14 correlation, their price movements are largely independent. SBASX charges 0.99%/yr vs 0.68%/yr for SBAPX.

Performance

SBASX vs. SBAPX - Performance Comparison

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

Returns By Period

SBASX

• 1D: 2.11%
• 1M: 7.61%
• YTD: 20.42%
• 6M: 17.58%
• 1Y: 32.53%
• 3Y*: 15.43%
• 5Y*: 8.87%
• 10Y*: —

SBAPX

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

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

SBASX vs. SBAPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SBASX Segall Bryant & Hamill Small Cap Core Fund	20.42%	3.95%	11.89%	13.96%	-13.13%	23.52%	22.80%	0.00%
SBAPX Segall Bryant & Hamill Short Term Plus Fund	0.05%	5.65%	5.17%	5.17%	-1.98%	-0.05%	2.19%	0.00%

Correlation

The correlation between SBASX and SBAPX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.19
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.13
Correlation (All Time) Calculated using the full available price history since Dec 31, 2019	0.14

Return for Risk

SBASX vs. SBAPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SBASX

SBASX Risk / Return Rank: 48
SBASX Sharpe Ratio Rank: 43
SBASX Sortino Ratio Rank: 46
SBASX Omega Ratio Rank: 38
SBASX Calmar Ratio Rank: 59
SBASX Martin Ratio Rank: 54

SBAPX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

SBASX vs. SBAPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Core Fund (SBASX) and Segall Bryant & Hamill Short Term Plus Fund (SBAPX). 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.

	SBASX	SBAPX	Difference
Sharpe ratio: Return per unit of total volatility	1.77	—	—
Sortino ratio: Return per unit of downside risk	2.62	—	—
Omega ratio: Gain probability vs. loss probability	1.31	—	—
Calmar ratio: Return relative to maximum drawdown	2.83	—	—
Martin ratio: Return relative to average drawdown	10.27	—	—

Drawdowns

Drawdown Indicators

	SBASX	SBAPX	Difference
Max Drawdown Largest peak-to-trough decline	-34.34%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-11.44%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-26.56%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-26.56%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-8.21%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.14%	—	—

Volatility

Volatility by Period

	SBASX	SBAPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.99%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.75%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.22%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.88%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.22%	—	—

SBASX vs. SBAPX - Expense Ratio Comparison

SBASX has a 0.99% expense ratio, which is higher than SBAPX's 0.68% expense ratio.

Dividends

SBASX vs. SBAPX - Dividend Comparison

SBASX's dividend yield for the trailing twelve months is around 4.64%, more than SBAPX's 3.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
SBAPX Segall Bryant & Hamill Short Term Plus Fund	3.72%	4.70%	4.24%	2.48%	0.93%	0.84%	1.65%	2.65%
SBASX Segall Bryant & Hamill Small Cap Core Fund	4.64%	5.58%	5.48%	3.65%	2.10%	18.57%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SBASX and SBAPX in my portfolio?

SBASX and SBAPX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.