SBHAX vs. FCGSX
Compare and contrast key facts about Segall Bryant & Hamill All Cap Fund (SBHAX) and Fidelity Series Growth Company Fund (FCGSX).
SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.
Performance
SBHAX vs. FCGSX - Performance Comparison
Loading graphics...
SBHAX vs. FCGSX - 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% |
FCGSX Fidelity Series Growth Company Fund | -6.64% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
Returns By Period
In the year-to-date period, SBHAX achieves a -6.29% return, which is significantly higher than FCGSX's -6.64% return. Over the past 10 years, SBHAX has underperformed FCGSX with an annualized return of 10.62%, while FCGSX has yielded a comparatively higher 21.43% annualized return.
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%
FCGSX
- 1D
- -1.20%
- 1M
- -8.19%
- YTD
- -6.64%
- 6M
- -2.02%
- 1Y
- 33.82%
- 3Y*
- 27.05%
- 5Y*
- 14.28%
- 10Y*
- 21.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SBHAX vs. FCGSX - Expense Ratio Comparison
SBHAX has a 0.87% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Return for Risk
SBHAX vs. FCGSX — Risk / Return Rank
SBHAX
FCGSX
SBHAX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill All Cap Fund (SBHAX) and Fidelity Series Growth Company Fund (FCGSX). 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 | FCGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.40 | -0.96 |
Sortino ratioReturn per unit of downside risk | 0.75 | 2.02 | -1.27 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.29 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 2.25 | -1.77 |
Martin ratioReturn relative to average drawdown | 2.20 | 10.23 | -8.03 |
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
| SBHAX | FCGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.40 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.61 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.93 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.87 | -0.34 |
Correlation
The correlation between SBHAX and FCGSX is 0.85, 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. FCGSX - Dividend Comparison
SBHAX's dividend yield for the trailing twelve months is around 31.43%, more than FCGSX's 11.22% 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% |
FCGSX Fidelity Series Growth Company Fund | 11.22% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Drawdowns
SBHAX vs. FCGSX - Drawdown Comparison
The maximum SBHAX drawdown since its inception was -32.81%, smaller than the maximum FCGSX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for SBHAX and FCGSX.
Loading graphics...
Drawdown Indicators
| SBHAX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.81% | -38.77% | +5.96% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -13.10% | +1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -31.00% | -38.77% | +7.77% |
Max Drawdown (10Y)Largest decline over 10 years | -32.81% | -38.77% | +5.96% |
Current DrawdownCurrent decline from peak | -17.57% | -10.42% | -7.15% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -7.05% | +0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.88% | -0.31% |
Volatility
SBHAX vs. FCGSX - Volatility Comparison
The current volatility for Segall Bryant & Hamill All Cap Fund (SBHAX) is 4.59%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 6.66%. This indicates that SBHAX experiences smaller price fluctuations and is considered to be less risky than FCGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SBHAX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 6.66% | -2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 13.74% | -4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 23.80% | -6.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 23.62% | -3.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 23.15% | -3.80% |