SBHAX vs. MEIFX
Compare and contrast key facts about Segall Bryant & Hamill All Cap Fund (SBHAX) and Meridian Enhanced Equity Fund (MEIFX).
SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013. MEIFX is managed by Meridian. It was launched on Jan 31, 2005.
Performance
SBHAX vs. MEIFX - Performance Comparison
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SBHAX vs. MEIFX - 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% |
MEIFX Meridian Enhanced Equity Fund | 0.08% | 6.51% | 13.19% | 18.96% | -16.43% | 15.15% | 26.18% | 44.95% | -0.51% | 27.94% |
Returns By Period
In the year-to-date period, SBHAX achieves a -3.48% return, which is significantly lower than MEIFX's 0.08% return. Over the past 10 years, SBHAX has underperformed MEIFX with an annualized return of 10.95%, while MEIFX has yielded a comparatively higher 13.97% 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%
MEIFX
- 1D
- 1.71%
- 1M
- -1.28%
- YTD
- 0.08%
- 6M
- -0.22%
- 1Y
- 7.08%
- 3Y*
- 10.32%
- 5Y*
- 5.80%
- 10Y*
- 13.97%
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SBHAX vs. MEIFX - Expense Ratio Comparison
SBHAX has a 0.87% expense ratio, which is lower than MEIFX's 1.20% expense ratio.
Return for Risk
SBHAX vs. MEIFX — Risk / Return Rank
SBHAX
MEIFX
SBHAX vs. MEIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill All Cap Fund (SBHAX) and Meridian Enhanced Equity Fund (MEIFX). 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 | MEIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.47 | +0.11 |
Sortino ratioReturn per unit of downside risk | 0.96 | 0.81 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.11 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.74 | +0.18 |
Martin ratioReturn relative to average drawdown | 4.13 | 3.44 | +0.69 |
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 | MEIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.47 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.37 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.78 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.52 | +0.02 |
Correlation
The correlation between SBHAX and MEIFX is 0.76, 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. MEIFX - Dividend Comparison
SBHAX's dividend yield for the trailing twelve months is around 30.52%, more than MEIFX's 7.24% 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% |
MEIFX Meridian Enhanced Equity Fund | 7.24% | 7.25% | 14.61% | 0.61% | 9.28% | 25.44% | 13.26% | 40.49% | 11.67% | 1.18% | 0.78% | 4.24% |
Drawdowns
SBHAX vs. MEIFX - Drawdown Comparison
The maximum SBHAX drawdown since its inception was -32.81%, smaller than the maximum MEIFX drawdown of -54.37%. Use the drawdown chart below to compare losses from any high point for SBHAX and MEIFX.
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Drawdown Indicators
| SBHAX | MEIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.81% | -54.37% | +21.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -8.99% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -31.00% | -23.54% | -7.46% |
Max Drawdown (10Y)Largest decline over 10 years | -32.81% | -28.67% | -4.14% |
Current DrawdownCurrent decline from peak | -15.10% | -5.84% | -9.26% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -7.76% | +1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.06% | +0.55% |
Volatility
SBHAX vs. MEIFX - Volatility Comparison
Segall Bryant & Hamill All Cap Fund (SBHAX) has a higher volatility of 5.71% compared to Meridian Enhanced Equity Fund (MEIFX) at 3.99%. This indicates that SBHAX's price experiences larger fluctuations and is considered to be riskier than MEIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBHAX | MEIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 3.99% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.40% | 7.32% | +2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 14.98% | +2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.97% | 15.95% | +4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 17.96% | +1.41% |