SBHAX vs. ONERX
Compare and contrast key facts about Segall Bryant & Hamill All Cap Fund (SBHAX) and One Rock Fund (ONERX).
SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013. ONERX is managed by Wrona Investment Management. It was launched on Mar 6, 2020.
Performance
SBHAX vs. ONERX - Performance Comparison
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SBHAX vs. ONERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SBHAX Segall Bryant & Hamill All Cap Fund | -2.38% | 8.36% | 16.89% | 14.50% | -19.27% | 29.43% | 49.07% |
ONERX One Rock Fund | 3.43% | 49.37% | 21.76% | 72.41% | -42.06% | 45.70% | 104.46% |
Returns By Period
In the year-to-date period, SBHAX achieves a -2.38% return, which is significantly lower than ONERX's 3.43% return.
SBHAX
- 1D
- 0.25%
- 1M
- -4.37%
- YTD
- -2.38%
- 6M
- -1.30%
- 1Y
- 14.77%
- 3Y*
- 11.24%
- 5Y*
- 6.55%
- 10Y*
- 11.14%
ONERX
- 1D
- 1.53%
- 1M
- 0.61%
- YTD
- 3.43%
- 6M
- 1.37%
- 1Y
- 103.02%
- 3Y*
- 38.61%
- 5Y*
- 21.37%
- 10Y*
- —
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SBHAX vs. ONERX - Expense Ratio Comparison
SBHAX has a 0.87% expense ratio, which is lower than ONERX's 1.75% expense ratio.
Return for Risk
SBHAX vs. ONERX — Risk / Return Rank
SBHAX
ONERX
SBHAX vs. ONERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill All Cap Fund (SBHAX) and One Rock Fund (ONERX). 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 | ONERX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 2.01 | -1.44 |
Sortino ratioReturn per unit of downside risk | 0.95 | 2.46 | -1.51 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.35 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 5.00 | -4.06 |
Martin ratioReturn relative to average drawdown | 4.10 | 16.75 | -12.65 |
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 | ONERX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 2.01 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.03 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.04 | +0.50 |
Correlation
The correlation between SBHAX and ONERX 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. ONERX - Dividend Comparison
SBHAX's dividend yield for the trailing twelve months is around 30.17%, more than ONERX's 23.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBHAX Segall Bryant & Hamill All Cap Fund | 30.17% | 29.46% | 19.96% | 4.76% | 8.72% | 11.37% | 1.36% | 0.32% | 4.11% | 0.56% | 0.03% | 3.74% |
ONERX One Rock Fund | 23.32% | 24.12% | 0.00% | 0.00% | 10.57% | 28.88% | 18.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SBHAX vs. ONERX - Drawdown Comparison
The maximum SBHAX drawdown since its inception was -32.81%, smaller than the maximum ONERX drawdown of -96.43%. Use the drawdown chart below to compare losses from any high point for SBHAX and ONERX.
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Drawdown Indicators
| SBHAX | ONERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.81% | -96.43% | +63.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.34% | -17.63% | +8.29% |
Max Drawdown (5Y)Largest decline over 5 years | -31.00% | -96.43% | +65.43% |
Max Drawdown (10Y)Largest decline over 10 years | -32.81% | — | — |
Current DrawdownCurrent decline from peak | -14.13% | -92.21% | +78.08% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -30.70% | +24.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 5.26% | -2.60% |
Volatility
SBHAX vs. ONERX - Volatility Comparison
The current volatility for Segall Bryant & Hamill All Cap Fund (SBHAX) is 5.66%, while One Rock Fund (ONERX) has a volatility of 17.77%. This indicates that SBHAX experiences smaller price fluctuations and is considered to be less risky than ONERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBHAX | ONERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 17.77% | -12.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 31.28% | -21.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.52% | 42.04% | -24.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.95% | 821.30% | -801.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 746.90% | -727.53% |