SBHAX vs. BPTRX
Compare and contrast key facts about Segall Bryant & Hamill All Cap Fund (SBHAX) and Baron Partners Fund (BPTRX).
SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
SBHAX vs. BPTRX - Performance Comparison
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SBHAX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBHAX Segall Bryant & Hamill All Cap Fund | -3.48% | 8.36% | 16.89% | 14.50% | -19.27% | 29.43% | 26.18% | 30.60% | -5.61% | 18.68% |
BPTRX Baron Partners Fund | -5.39% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, SBHAX achieves a -3.48% return, which is significantly higher than BPTRX's -5.39% return. Over the past 10 years, SBHAX has underperformed BPTRX with an annualized return of 10.95%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
SBHAX
- 1D
- 3.00%
- 1M
- -5.90%
- YTD
- -3.48%
- 6M
- -2.03%
- 1Y
- 9.64%
- 3Y*
- 11.08%
- 5Y*
- 6.31%
- 10Y*
- 10.95%
BPTRX
- 1D
- 2.10%
- 1M
- -5.26%
- YTD
- -5.39%
- 6M
- 11.85%
- 1Y
- 41.12%
- 3Y*
- 21.98%
- 5Y*
- 10.95%
- 10Y*
- 23.66%
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SBHAX vs. BPTRX - Expense Ratio Comparison
SBHAX has a 0.87% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
SBHAX vs. BPTRX — Risk / Return Rank
SBHAX
BPTRX
SBHAX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill All Cap Fund (SBHAX) and Baron Partners Fund (BPTRX). 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 | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.29 | -0.71 |
Sortino ratioReturn per unit of downside risk | 0.96 | 2.38 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.30 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 2.85 | -1.93 |
Martin ratioReturn relative to average drawdown | 4.13 | 10.35 | -6.22 |
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 | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.29 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.32 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.73 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.55 | -0.01 |
Correlation
The correlation between SBHAX and BPTRX is 0.75, 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. BPTRX - Dividend Comparison
SBHAX's dividend yield for the trailing twelve months is around 30.52%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBHAX Segall Bryant & Hamill All Cap Fund | 30.52% | 29.46% | 19.96% | 4.76% | 8.72% | 11.37% | 1.36% | 0.32% | 4.11% | 0.56% | 0.03% | 3.74% |
BPTRX Baron Partners Fund | 3.55% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
SBHAX vs. BPTRX - Drawdown Comparison
The maximum SBHAX drawdown since its inception was -32.81%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for SBHAX and BPTRX.
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Drawdown Indicators
| SBHAX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.81% | -64.11% | +31.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -14.79% | +3.13% |
Max Drawdown (5Y)Largest decline over 5 years | -31.00% | -49.87% | +18.87% |
Max Drawdown (10Y)Largest decline over 10 years | -32.81% | -51.26% | +18.45% |
Current DrawdownCurrent decline from peak | -15.10% | -8.65% | -6.45% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -13.82% | +7.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 4.08% | -1.47% |
Volatility
SBHAX vs. BPTRX - Volatility Comparison
Segall Bryant & Hamill All Cap Fund (SBHAX) has a higher volatility of 5.71% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that SBHAX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBHAX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 4.78% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.40% | 22.21% | -12.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 33.35% | -15.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.97% | 33.90% | -13.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 32.72% | -13.35% |