SBHAX vs. AMRGX
Compare and contrast key facts about Segall Bryant & Hamill All Cap Fund (SBHAX) and American Growth Fund Series One (AMRGX).
SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013. AMRGX is managed by American Growth. It was launched on Jul 31, 1958.
Performance
SBHAX vs. AMRGX - Performance Comparison
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SBHAX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBHAX Segall Bryant & Hamill All Cap Fund | -6.29% | 8.36% | 16.89% | 14.50% | -19.27% | 29.43% | 26.18% | 30.60% | -5.61% | 18.68% |
AMRGX American Growth Fund Series One | -1.31% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
Returns By Period
In the year-to-date period, SBHAX achieves a -6.29% return, which is significantly lower than AMRGX's -1.31% return. Both investments have delivered pretty close results over the past 10 years, with SBHAX having a 10.62% annualized return and AMRGX not far behind at 10.41%.
SBHAX
- 1D
- -0.65%
- 1M
- -8.74%
- YTD
- -6.29%
- 6M
- -4.79%
- 1Y
- 6.85%
- 3Y*
- 9.99%
- 5Y*
- 5.99%
- 10Y*
- 10.62%
AMRGX
- 1D
- -1.60%
- 1M
- -10.92%
- YTD
- -1.31%
- 6M
- 7.51%
- 1Y
- 16.26%
- 3Y*
- 14.01%
- 5Y*
- 7.34%
- 10Y*
- 10.41%
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SBHAX vs. AMRGX - Expense Ratio Comparison
SBHAX has a 0.87% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Return for Risk
SBHAX vs. AMRGX — Risk / Return Rank
SBHAX
AMRGX
SBHAX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill All Cap Fund (SBHAX) and American Growth Fund Series One (AMRGX). 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.
| SBHAX | AMRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.62 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.12 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.99 | -0.50 |
Martin ratioReturn relative to average drawdown | 2.20 | 2.37 | -0.17 |
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
| SBHAX | AMRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.62 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.34 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.49 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.10 | +0.43 |
Correlation
The correlation between SBHAX and AMRGX is 0.89, 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
SBHAX vs. AMRGX - Dividend Comparison
SBHAX's dividend yield for the trailing twelve months is around 31.43%, more than AMRGX's 18.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBHAX Segall Bryant & Hamill All Cap Fund | 31.43% | 29.46% | 19.96% | 4.76% | 8.72% | 11.37% | 1.36% | 0.32% | 4.11% | 0.56% | 0.03% | 3.74% |
AMRGX American Growth Fund Series One | 18.06% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SBHAX vs. AMRGX - Drawdown Comparison
The maximum SBHAX drawdown since its inception was -32.81%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for SBHAX and AMRGX.
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Drawdown Indicators
| SBHAX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.81% | -80.32% | +47.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -13.98% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -31.00% | -35.42% | +4.42% |
Max Drawdown (10Y)Largest decline over 10 years | -32.81% | -35.42% | +2.61% |
Current DrawdownCurrent decline from peak | -17.57% | -13.98% | -3.59% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -40.45% | +34.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 5.82% | -3.25% |
Volatility
SBHAX vs. AMRGX - Volatility Comparison
The current volatility for Segall Bryant & Hamill All Cap Fund (SBHAX) is 4.59%, while American Growth Fund Series One (AMRGX) has a volatility of 6.18%. This indicates that SBHAX experiences smaller price fluctuations and is considered to be less risky than AMRGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBHAX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 6.18% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 23.49% | -14.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 28.26% | -10.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 21.84% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 21.30% | -1.95% |