SBHAX vs. VIGAX
Compare and contrast key facts about Segall Bryant & Hamill All Cap Fund (SBHAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
SBHAX vs. VIGAX - Performance Comparison
Loading graphics...
SBHAX vs. VIGAX - 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% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -13.83% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Returns By Period
In the year-to-date period, SBHAX achieves a -6.29% return, which is significantly higher than VIGAX's -13.83% return. Over the past 10 years, SBHAX has underperformed VIGAX with an annualized return of 10.62%, while VIGAX has yielded a comparatively higher 15.56% 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%
VIGAX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.72%
- 3Y*
- 19.56%
- 5Y*
- 10.93%
- 10Y*
- 15.56%
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. VIGAX - Expense Ratio Comparison
SBHAX has a 0.87% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Return for Risk
SBHAX vs. VIGAX — Risk / Return Rank
SBHAX
VIGAX
SBHAX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill All Cap Fund (SBHAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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 | VIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.61 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.04 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.15 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.66 | -0.17 |
Martin ratioReturn relative to average drawdown | 2.20 | 2.37 | -0.18 |
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 | VIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.61 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.49 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.73 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.43 | +0.09 |
Correlation
The correlation between SBHAX and VIGAX is 0.90, 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. VIGAX - Dividend Comparison
SBHAX's dividend yield for the trailing twelve months is around 31.43%, more than VIGAX's 0.46% 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% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.46% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Drawdowns
SBHAX vs. VIGAX - Drawdown Comparison
The maximum SBHAX drawdown since its inception was -32.81%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for SBHAX and VIGAX.
Loading graphics...
Drawdown Indicators
| SBHAX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.81% | -50.66% | +17.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -16.51% | +4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -31.00% | -35.63% | +4.63% |
Max Drawdown (10Y)Largest decline over 10 years | -32.81% | -35.63% | +2.82% |
Current DrawdownCurrent decline from peak | -17.57% | -16.51% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -12.02% | +5.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.57% | -2.00% |
Volatility
SBHAX vs. VIGAX - Volatility Comparison
The current volatility for Segall Bryant & Hamill All Cap Fund (SBHAX) is 4.59%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.52%. This indicates that SBHAX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SBHAX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 5.52% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 12.10% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 22.69% | -5.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 22.30% | -2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 21.49% | -2.14% |