SBEMX vs. FCEEX
Compare and contrast key facts about Segall Bryant & Hamill Emerging Markets Fund (SBEMX) and Franklin Emerging Market Core Equity (IU) Fund Advisor (FCEEX).
SBEMX is managed by Segall Bryant & Hamill. It was launched on Jun 29, 2011. FCEEX is managed by Franklin Templeton. It was launched on Jul 31, 2019.
Performance
SBEMX vs. FCEEX - Performance Comparison
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SBEMX vs. FCEEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SBEMX Segall Bryant & Hamill Emerging Markets Fund | 1.27% | 35.14% | 13.83% | 20.64% | -16.04% | 5.46% | 7.17% | 10.18% |
FCEEX Franklin Emerging Market Core Equity (IU) Fund Advisor | 1.82% | 34.81% | 10.51% | 12.52% | -16.96% | -1.29% | 10.19% | 9.77% |
Returns By Period
In the year-to-date period, SBEMX achieves a 1.27% return, which is significantly lower than FCEEX's 1.82% return.
SBEMX
- 1D
- -0.91%
- 1M
- -12.70%
- YTD
- 1.27%
- 6M
- 7.43%
- 1Y
- 32.29%
- 3Y*
- 21.05%
- 5Y*
- 9.13%
- 10Y*
- 10.06%
FCEEX
- 1D
- -0.96%
- 1M
- -11.83%
- YTD
- 1.82%
- 6M
- 5.92%
- 1Y
- 31.80%
- 3Y*
- 17.72%
- 5Y*
- 5.70%
- 10Y*
- —
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SBEMX vs. FCEEX - Expense Ratio Comparison
SBEMX has a 1.23% expense ratio, which is higher than FCEEX's 0.17% expense ratio.
Return for Risk
SBEMX vs. FCEEX — Risk / Return Rank
SBEMX
FCEEX
SBEMX vs. FCEEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Emerging Markets Fund (SBEMX) and Franklin Emerging Market Core Equity (IU) Fund Advisor (FCEEX). 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.
| SBEMX | FCEEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 1.80 | +0.09 |
Sortino ratioReturn per unit of downside risk | 2.41 | 2.33 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.35 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 2.33 | -0.13 |
Martin ratioReturn relative to average drawdown | 9.12 | 9.14 | -0.02 |
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
| SBEMX | FCEEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 1.80 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.35 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.47 | -0.10 |
Correlation
The correlation between SBEMX and FCEEX is 0.95, 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. FCEEX - Dividend Comparison
SBEMX's dividend yield for the trailing twelve months is around 2.72%, less than FCEEX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBEMX Segall Bryant & Hamill Emerging Markets Fund | 2.72% | 2.76% | 6.69% | 5.59% | 4.19% | 5.38% | 1.77% | 2.61% | 3.32% | 4.89% | 2.09% | 4.06% |
FCEEX Franklin Emerging Market Core Equity (IU) Fund Advisor | 3.23% | 3.29% | 4.17% | 4.36% | 4.08% | 3.38% | 2.98% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SBEMX vs. FCEEX - Drawdown Comparison
The maximum SBEMX drawdown since its inception was -41.05%, which is greater than FCEEX's maximum drawdown of -34.68%. Use the drawdown chart below to compare losses from any high point for SBEMX and FCEEX.
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Drawdown Indicators
| SBEMX | FCEEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.05% | -34.68% | -6.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -12.98% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -31.75% | -33.96% | +2.21% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | — | — |
Current DrawdownCurrent decline from peak | -13.65% | -12.98% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -11.50% | -1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 3.30% | -0.02% |
Volatility
SBEMX vs. FCEEX - Volatility Comparison
Segall Bryant & Hamill Emerging Markets Fund (SBEMX) and Franklin Emerging Market Core Equity (IU) Fund Advisor (FCEEX) have volatilities of 8.39% and 8.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBEMX | FCEEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 8.12% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 13.24% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.94% | 17.66% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 16.53% | -1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 18.16% | -1.93% |