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SBHAX vs. ACIHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SBHAX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Segall Bryant & Hamill All Cap Fund (SBHAX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SBHAX achieves a 10.14% return, which is significantly higher than ACIHX's 9.51% return.


SBHAX

1D
0.28%
1M
2.85%
YTD
10.14%
6M
10.16%
1Y
20.71%
3Y*
15.13%
5Y*
8.33%
10Y*
12.22%

ACIHX

1D
1.13%
1M
8.30%
YTD
9.51%
6M
8.44%
1Y
29.23%
3Y*
23.27%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBHAX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
SBHAX
Segall Bryant & Hamill All Cap Fund
10.14%8.36%16.89%14.50%-0.18%
ACIHX
American Century Growth Fund G Class
9.51%16.26%27.35%44.64%-6.24%

Correlation

The correlation between SBHAX and ACIHX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.79

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (All Time)
Calculated using the full available price history since May 17, 2022

0.85

The correlation between SBHAX and ACIHX has been stable across timeframes, ranging from 0.79 to 0.85 - a consistent structural relationship.

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Return for Risk

SBHAX vs. ACIHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SBHAX
SBHAX Risk / Return Rank: 3838
Overall Rank
SBHAX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
SBHAX Sortino Ratio Rank: 3737
Sortino Ratio Rank
SBHAX Omega Ratio Rank: 3535
Omega Ratio Rank
SBHAX Calmar Ratio Rank: 3535
Calmar Ratio Rank
SBHAX Martin Ratio Rank: 4949
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 3333
Overall Rank
ACIHX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 3838
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 3939
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 2323
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2323
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.

SBHAX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill All Cap Fund (SBHAX) and American Century Growth Fund G Class (ACIHX). 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.


SBHAXACIHXDifference

Sharpe ratio

Return per unit of total volatility

1.76

1.92

-0.16

Sortino ratio

Return per unit of downside risk

2.52

2.59

-0.07

Omega ratio

Gain probability vs. loss probability

1.31

1.33

-0.02

Calmar ratio

Return relative to maximum drawdown

2.26

1.83

+0.43

Martin ratio

Return relative to average drawdown

10.23

6.15

+4.08

SBHAX vs. ACIHX - Sharpe Ratio Comparison

The current SBHAX Sharpe Ratio is 1.76, which is comparable to the ACIHX Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of SBHAX and ACIHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SBHAXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.76

1.92

-0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

1.03

-0.43

Drawdowns

SBHAX vs. ACIHX - Drawdown Comparison

The maximum SBHAX drawdown since its inception was -32.81%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for SBHAX and ACIHX.


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Drawdown Indicators


SBHAXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-32.81%

-24.00%

-8.81%

Max Drawdown (1Y)

Largest decline over 1 year

-9.34%

-16.40%

+7.06%

Max Drawdown (3Y)

Largest decline over 3 years

-31.00%

-24.00%

-7.00%

Max Drawdown (5Y)

Largest decline over 5 years

-31.00%

Max Drawdown (10Y)

Largest decline over 10 years

-32.81%

Current Drawdown

Current decline from peak

-3.12%

0.00%

-3.12%

Average Drawdown

Average peak-to-trough decline

-6.33%

-4.89%

-1.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

4.87%

-2.81%

Volatility

SBHAX vs. ACIHX - Volatility Comparison

The current volatility for Segall Bryant & Hamill All Cap Fund (SBHAX) is 2.66%, while American Century Growth Fund G Class (ACIHX) has a volatility of 3.32%. This indicates that SBHAX experiences smaller price fluctuations and is considered to be less risky than ACIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SBHAXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.66%

3.32%

-0.66%

Volatility (6M)

Calculated over the trailing 6-month period

9.23%

11.91%

-2.68%

Volatility (1Y)

Calculated over the trailing 1-year period

12.10%

15.73%

-3.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.94%

21.06%

-1.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.39%

21.06%

-1.67%

SBHAX vs. ACIHX - Expense Ratio Comparison

SBHAX has a 0.87% expense ratio, which is higher than ACIHX's 0.01% expense ratio.


Dividends

SBHAX vs. ACIHX - Dividend Comparison

SBHAX's dividend yield for the trailing twelve months is around 26.74%, more than ACIHX's 14.56% yield.


PositionTTM20252024202320222021202020192018201720162015
ACIHX
American Century Growth Fund G Class
14.56%15.95%5.65%4.61%2.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SBHAX
Segall Bryant & Hamill All Cap Fund
26.74%29.46%19.96%4.76%8.72%11.37%1.36%0.32%4.11%0.56%0.03%3.74%

Frequently Asked Questions


SBHAX and ACIHX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACIHX has higher volatility (3.32%) compared to SBHAX (2.66%). In terms of maximum drawdown, SBHAX dropped -32.81% vs ACIHX's -24.00%.

ACIHX currently has the higher Sharpe Ratio (1.92 vs 1.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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