SBASX vs. WTIBX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Core Fund (SBASX) and Segall Bryant & Hamill Plus Bond Fund (WTIBX).
SBASX is managed by Segall Bryant & Hamill. It was launched on Dec 31, 2019. WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988.
Performance
SBASX vs. WTIBX - Performance Comparison
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SBASX vs. WTIBX - 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% |
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.49% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SBASX having a -0.48% return and WTIBX slightly lower at -0.49%.
SBASX
- 1D
- -1.04%
- 1M
- -9.50%
- YTD
- -0.48%
- 6M
- 1.76%
- 1Y
- 13.53%
- 3Y*
- 8.71%
- 5Y*
- 4.92%
- 10Y*
- —
WTIBX
- 1D
- 0.53%
- 1M
- -2.48%
- YTD
- -0.49%
- 6M
- 0.65%
- 1Y
- 4.09%
- 3Y*
- 4.16%
- 5Y*
- 0.83%
- 10Y*
- 2.32%
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SBASX vs. WTIBX - Expense Ratio Comparison
SBASX has a 0.99% expense ratio, which is higher than WTIBX's 0.55% expense ratio.
Return for Risk
SBASX vs. WTIBX — Risk / Return Rank
SBASX
WTIBX
SBASX vs. WTIBX - 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 Plus Bond Fund (WTIBX). 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 | WTIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.01 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.42 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.63 | -0.78 |
Martin ratioReturn relative to average drawdown | 3.03 | 5.23 | -2.20 |
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 | WTIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.01 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.15 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 1.03 | -0.61 |
Correlation
The correlation between SBASX and WTIBX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SBASX vs. WTIBX - Dividend Comparison
SBASX's dividend yield for the trailing twelve months is around 5.61%, more than WTIBX's 3.83% 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% |
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.83% | 4.11% | 4.04% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.50% | 3.43% | 3.55% |
Drawdowns
SBASX vs. WTIBX - Drawdown Comparison
The maximum SBASX drawdown since its inception was -34.34%, which is greater than WTIBX's maximum drawdown of -17.72%. Use the drawdown chart below to compare losses from any high point for SBASX and WTIBX.
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Drawdown Indicators
| SBASX | WTIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.34% | -17.72% | -16.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -3.00% | -9.86% |
Max Drawdown (5Y)Largest decline over 5 years | -26.56% | -17.72% | -8.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.72% | — |
Current DrawdownCurrent decline from peak | -11.44% | -2.48% | -8.96% |
Average DrawdownAverage peak-to-trough decline | -8.44% | -1.95% | -6.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 0.93% | +2.67% |
Volatility
SBASX vs. WTIBX - Volatility Comparison
Segall Bryant & Hamill Small Cap Core Fund (SBASX) has a higher volatility of 6.66% compared to Segall Bryant & Hamill Plus Bond Fund (WTIBX) at 1.63%. This indicates that SBASX's price experiences larger fluctuations and is considered to be riskier than WTIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBASX | WTIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 1.63% | +5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 2.60% | +10.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 4.31% | +17.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 5.61% | +14.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.29% | 4.65% | +17.64% |