SBHAX vs. JANEX

In the year-to-date period, SBHAX achieves a -0.72% return, which is significantly lower than JANEX's 2.80% return. Over the past 10 years, SBHAX has outperformed JANEX with an annualized return of 5.22%, while JANEX has yielded a comparatively lower 4.95% annualized return.

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SBHAX has a 0.87% expense ratio, which is higher than JANEX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill All Cap Fund (SBHAX) and Janus Henderson Enterprise Fund (JANEX). 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.

The current SBHAX Sharpe Ratio is -0.35, which is lower than the JANEX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of SBHAX and JANEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SBHAX's dividend yield for the trailing twelve months is around 0.26%, less than JANEX's 1.06% yield.

The maximum SBHAX drawdown since its inception was -35.60%, smaller than the maximum JANEX drawdown of -38.24%. Use the drawdown chart below to compare losses from any high point for SBHAX and JANEX. For additional features, visit the drawdowns tool.

Segall Bryant & Hamill All Cap Fund (SBHAX) and Janus Henderson Enterprise Fund (JANEX) have volatilities of 3.14% and 3.22%, 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.