SBEMX vs. WISGX
Compare and contrast key facts about Segall Bryant & Hamill Emerging Markets Fund (SBEMX) and Segall Bryant & Hamill Small Cap Growth Fund (WISGX).
SBEMX is managed by Segall Bryant & Hamill. It was launched on Jun 29, 2011. WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013.
Performance
SBEMX vs. WISGX - Performance Comparison
Loading graphics...
SBEMX vs. WISGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBEMX Segall Bryant & Hamill Emerging Markets Fund | 1.27% | 35.14% | 13.83% | 20.64% | -16.04% | 5.46% | 7.17% | 18.83% | -17.07% | 36.08% |
WISGX Segall Bryant & Hamill Small Cap Growth Fund | -2.24% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% | 28.67% | 3.03% | 26.05% |
Returns By Period
In the year-to-date period, SBEMX achieves a 1.27% return, which is significantly higher than WISGX's -2.24% return. Over the past 10 years, SBEMX has underperformed WISGX with an annualized return of 10.06%, while WISGX has yielded a comparatively higher 12.62% annualized 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%
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.
SBEMX vs. WISGX - Expense Ratio Comparison
SBEMX has a 1.23% expense ratio, which is higher than WISGX's 0.87% expense ratio.
Return for Risk
SBEMX vs. WISGX — Risk / Return Rank
SBEMX
WISGX
SBEMX vs. WISGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Emerging Markets Fund (SBEMX) 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.
| SBEMX | WISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 0.70 | +1.20 |
Sortino ratioReturn per unit of downside risk | 2.41 | 1.13 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.15 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 1.02 | +1.17 |
Martin ratioReturn relative to average drawdown | 9.12 | 3.98 | +5.13 |
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
| SBEMX | WISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 0.70 | +1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.04 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.53 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.42 | -0.06 |
Correlation
The correlation between SBEMX and WISGX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SBEMX vs. WISGX - Dividend Comparison
SBEMX's dividend yield for the trailing twelve months is around 2.72%, while WISGX has not paid dividends to shareholders.
| 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% |
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
SBEMX vs. WISGX - Drawdown Comparison
The maximum SBEMX drawdown since its inception was -41.05%, smaller than the maximum WISGX drawdown of -43.22%. Use the drawdown chart below to compare losses from any high point for SBEMX and WISGX.
Loading graphics...
Drawdown Indicators
| SBEMX | WISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.05% | -43.22% | +2.17% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -14.26% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -31.75% | -43.22% | +11.47% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | -43.22% | +2.17% |
Current DrawdownCurrent decline from peak | -13.65% | -12.48% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -12.69% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 3.66% | -0.38% |
Volatility
SBEMX vs. WISGX - Volatility Comparison
Segall Bryant & Hamill Emerging Markets Fund (SBEMX) and Segall Bryant & Hamill Small Cap Growth Fund (WISGX) have volatilities of 8.39% and 8.07%, 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.
Loading graphics...
Volatility by Period
| SBEMX | WISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 8.07% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 14.92% | -2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.94% | 24.02% | -7.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 24.39% | -9.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 23.89% | -7.66% |