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SBEMX vs. EMPTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

SBEMX vs. EMPTX

Last updated Apr 2, 2026

Compare and contrast key facts about Segall Bryant & Hamill Emerging Markets Fund (SBEMX) and UBS Emerging Markets Equity Opportunity Fund (EMPTX).

SBEMX is managed by Segall Bryant & Hamill. It was launched on Jun 29, 2011. EMPTX is managed by UBS. It was launched on May 30, 2018.

Performance

SBEMX vs. EMPTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Segall Bryant & Hamill Emerging Markets Fund (SBEMX) and UBS Emerging Markets Equity Opportunity Fund (EMPTX). The values are adjusted to include any dividend payments, if applicable.

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SBEMX vs. EMPTX - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
SBEMX
Segall Bryant & Hamill Emerging Markets Fund		4.32%35.14%13.83%20.64%-16.04%5.46%7.17%18.83%-18.04%
EMPTX
UBS Emerging Markets Equity Opportunity Fund		2.95%43.82%2.51%8.92%-25.38%-9.36%24.79%14.98%0.55%

Returns By Period

In the year-to-date period, SBEMX achieves a 4.32% return, which is significantly higher than EMPTX's 2.95% return.

SBEMX

1D
3.01%
1M
-8.61%
YTD
4.32%
6M
9.70%
1Y
35.40%
3Y*
22.25%
5Y*
9.49%
10Y*
10.39%

EMPTX

1D
3.14%
1M
-9.75%
YTD
2.95%
6M
8.93%
1Y
38.76%
3Y*
17.16%
5Y*
1.70%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Segall Bryant & Hamill Emerging Markets Fund

UBS Emerging Markets Equity Opportunity Fund

Often compared with SBEMX:
SBEMX vs. SBHAXSBEMX vs. SBSIXSBEMX vs. WISGXSBEMX vs. WTCOXSBEMX vs. WTIBXSBEMX vs. DEMIXSBEMX vs. ESCIX
Often compared with EMPTX:
EMPTX vs. PASIXEMPTX vs. PCSIXEMPTX vs. DRESXEMPTX vs. FSSGXEMPTX vs. WBELXEMPTX vs. GBFAXEMPTX vs. MADCX

SBEMX vs. EMPTX - Expense Ratio Comparison

SBEMX has a 1.23% expense ratio, which is higher than EMPTX's 0.19% expense ratio.

SBEMX
Segall Bryant & Hamill Emerging Markets Fund
EMPTX
UBS Emerging Markets Equity Opportunity Fund

Return for Risk

SBEMX vs. EMPTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SBEMX
SBEMX Risk / Return Rank: 9090
Overall Rank
SBEMX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
SBEMX Sortino Ratio Rank: 9090
Sortino Ratio Rank
SBEMX Omega Ratio Rank: 9090
Omega Ratio Rank
SBEMX Calmar Ratio Rank: 8989
Calmar Ratio Rank
SBEMX Martin Ratio Rank: 8989
Martin Ratio Rank
EMPTX
EMPTX Risk / Return Rank: 9090
Overall Rank
EMPTX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
EMPTX Sortino Ratio Rank: 9292
Sortino Ratio Rank
EMPTX Omega Ratio Rank: 9191
Omega Ratio Rank
EMPTX Calmar Ratio Rank: 8888
Calmar Ratio Rank
EMPTX Martin Ratio Rank: 8686
Martin Ratio Rank
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.

SBEMX vs. EMPTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Emerging Markets Fund (SBEMX) and UBS Emerging Markets Equity Opportunity Fund (EMPTX). 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.

SBEMXEMPTXDifference

Sharpe ratio

Return per unit of total volatility

2.12

2.26

-0.13

Sortino ratio

Return per unit of downside risk

2.68

2.84

-0.15

Omega ratio

Gain probability vs. loss probability

1.42

1.43

-0.02

Calmar ratio

Return relative to maximum drawdown

2.63

2.42

+0.21

Martin ratio

Return relative to average drawdown

10.68

9.35

+1.33

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SBEMX vs. EMPTX - Sharpe Ratio Comparison

The current SBEMX Sharpe Ratio is 2.12, which is comparable to the EMPTX Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of SBEMX and EMPTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

SBEMXEMPTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.12

2.26

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.09

+0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.33

+0.05

Correlation

The correlation between SBEMX and EMPTX is 0.76, 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

SBEMX vs. EMPTX - Dividend Comparison

SBEMX's dividend yield for the trailing twelve months is around 2.64%, more than EMPTX's 1.86% yield.

TTM20252024202320222021202020192018201720162015
SBEMX
Segall Bryant & Hamill Emerging Markets Fund		2.64%2.76%6.69%5.59%4.19%5.38%1.77%2.61%3.32%4.89%2.09%4.06%
EMPTX
UBS Emerging Markets Equity Opportunity Fund		1.86%1.91%3.40%3.20%3.84%11.93%1.50%2.75%0.54%0.00%0.00%0.00%

Drawdowns

SBEMX vs. EMPTX - Drawdown Comparison

The maximum SBEMX drawdown since its inception was -41.05%, smaller than the maximum EMPTX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for SBEMX and EMPTX.

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Drawdown Indicators

SBEMXEMPTXDifference

Max Drawdown

Largest peak-to-trough decline

-41.05%

-46.03%

+4.98%

Max Drawdown (1Y)

Largest decline over 1 year

-13.65%

-14.50%

+0.85%

Max Drawdown (5Y)

Largest decline over 5 years

-31.75%

-41.73%

+9.98%

Max Drawdown (10Y)

Largest decline over 10 years

-41.05%

—

—

Current Drawdown

Current decline from peak

-11.05%

-11.81%

+0.76%

Average Drawdown

Average peak-to-trough decline

-12.58%

-18.72%

+6.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.35%

3.94%

-0.59%

Volatility

SBEMX vs. EMPTX - Volatility Comparison

The current volatility for Segall Bryant & Hamill Emerging Markets Fund (SBEMX) is 9.06%, while UBS Emerging Markets Equity Opportunity Fund (EMPTX) has a volatility of 9.66%. This indicates that SBEMX experiences smaller price fluctuations and is considered to be less risky than EMPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SBEMXEMPTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.06%

9.66%

-0.60%

Volatility (6M)

Calculated over the trailing 6-month period

12.84%

13.96%

-1.12%

Volatility (1Y)

Calculated over the trailing 1-year period

17.16%

18.98%

-1.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.90%

18.90%

-4.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.26%

19.24%

-2.98%