SBASX vs. WISGX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Core Fund (SBASX) and Segall Bryant & Hamill Small Cap Growth Fund (WISGX).
SBASX is managed by Segall Bryant & Hamill. It was launched on Dec 31, 2019. WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013.
Performance
SBASX vs. WISGX - Performance Comparison
Loading graphics...
SBASX vs. WISGX - 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% |
WISGX Segall Bryant & Hamill Small Cap Growth Fund | -2.24% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% |
Returns By Period
In the year-to-date period, SBASX achieves a -0.48% return, which is significantly higher than WISGX's -2.24% return.
SBASX
- 1D
- -1.04%
- 1M
- -9.50%
- YTD
- -0.48%
- 6M
- 1.76%
- 1Y
- 13.53%
- 3Y*
- 8.71%
- 5Y*
- 4.92%
- 10Y*
- —
WISGX
- 1D
- -1.98%
- 1M
- -9.91%
- YTD
- -2.24%
- 6M
- 0.58%
- 1Y
- 17.66%
- 3Y*
- 9.91%
- 5Y*
- 1.06%
- 10Y*
- 12.62%
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. WISGX - Expense Ratio Comparison
SBASX has a 0.99% expense ratio, which is higher than WISGX's 0.87% expense ratio.
Return for Risk
SBASX vs. WISGX — Risk / Return Rank
SBASX
WISGX
SBASX vs. WISGX - 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 Small Cap Growth Fund (WISGX). 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 | WISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.70 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.13 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.15 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.02 | -0.17 |
Martin ratioReturn relative to average drawdown | 3.03 | 3.98 | -0.95 |
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 | WISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.70 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.04 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.42 | 0.00 |
Correlation
The correlation between SBASX and WISGX is 0.91, 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. WISGX - Dividend Comparison
SBASX's dividend yield for the trailing twelve months is around 5.61%, while WISGX has not paid dividends to shareholders.
| 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% |
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 29.83% | 7.74% | 0.00% | 0.09% |
Drawdowns
SBASX vs. WISGX - Drawdown Comparison
The maximum SBASX drawdown since its inception was -34.34%, smaller than the maximum WISGX drawdown of -43.22%. Use the drawdown chart below to compare losses from any high point for SBASX and WISGX.
Loading graphics...
Drawdown Indicators
| SBASX | WISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.34% | -43.22% | +8.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -14.26% | +1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -26.56% | -43.22% | +16.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.22% | — |
Current DrawdownCurrent decline from peak | -11.44% | -12.48% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -8.44% | -12.69% | +4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.66% | -0.06% |
Volatility
SBASX vs. WISGX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Core Fund (SBASX) is 6.66%, while Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a volatility of 8.07%. This indicates that SBASX experiences smaller price fluctuations and is considered to be less risky than WISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SBASX | WISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 8.07% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 14.92% | -2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 24.02% | -2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 24.39% | -4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.29% | 23.89% | -1.60% |