SBHAX vs. WITAX
Compare and contrast key facts about Segall Bryant & Hamill All Cap Fund (SBHAX) and Segall Bryant & Hamill Municipal Opportunities Fund (WITAX).
SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013. WITAX is managed by Segall Bryant & Hamill. It was launched on Dec 15, 2016.
Performance
SBHAX vs. WITAX - Performance Comparison
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SBHAX vs. WITAX - 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% | 17.82% |
WITAX Segall Bryant & Hamill Municipal Opportunities Fund | -0.07% | 5.32% | 3.09% | 5.50% | -11.11% | 2.87% | 6.71% | 7.20% | 1.46% | 8.57% |
Returns By Period
In the year-to-date period, SBHAX achieves a -6.29% return, which is significantly lower than WITAX's -0.07% 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%
WITAX
- 1D
- 0.21%
- 1M
- -1.82%
- YTD
- -0.07%
- 6M
- 1.47%
- 1Y
- 4.35%
- 3Y*
- 4.05%
- 5Y*
- 0.94%
- 10Y*
- —
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SBHAX vs. WITAX - Expense Ratio Comparison
SBHAX has a 0.87% expense ratio, which is higher than WITAX's 0.50% expense ratio.
Return for Risk
SBHAX vs. WITAX — Risk / Return Rank
SBHAX
WITAX
SBHAX vs. WITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill All Cap Fund (SBHAX) and Segall Bryant & Hamill Municipal Opportunities Fund (WITAX). 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 | WITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.61 | -1.17 |
Sortino ratioReturn per unit of downside risk | 0.75 | 2.09 | -1.34 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.42 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.70 | -1.21 |
Martin ratioReturn relative to average drawdown | 2.20 | 6.28 | -4.08 |
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 | WITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.61 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.33 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.98 | -0.45 |
Correlation
The correlation between SBHAX and WITAX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SBHAX vs. WITAX - Dividend Comparison
SBHAX's dividend yield for the trailing twelve months is around 31.43%, more than WITAX's 3.22% 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% |
WITAX Segall Bryant & Hamill Municipal Opportunities Fund | 3.22% | 3.49% | 3.68% | 3.61% | 3.17% | 2.75% | 3.30% | 4.19% | 3.56% | 3.76% | 0.00% | 0.00% |
Drawdowns
SBHAX vs. WITAX - Drawdown Comparison
The maximum SBHAX drawdown since its inception was -32.81%, which is greater than WITAX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for SBHAX and WITAX.
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Drawdown Indicators
| SBHAX | WITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.81% | -13.87% | -18.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -2.89% | -8.77% |
Max Drawdown (5Y)Largest decline over 5 years | -31.00% | -13.87% | -17.13% |
Max Drawdown (10Y)Largest decline over 10 years | -32.81% | — | — |
Current DrawdownCurrent decline from peak | -17.57% | -1.82% | -15.75% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -2.97% | -3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 0.78% | +1.79% |
Volatility
SBHAX vs. WITAX - Volatility Comparison
Segall Bryant & Hamill All Cap Fund (SBHAX) has a higher volatility of 4.59% compared to Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) at 0.78%. This indicates that SBHAX's price experiences larger fluctuations and is considered to be riskier than WITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBHAX | WITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 0.78% | +3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 1.17% | +7.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 2.86% | +14.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 2.88% | +17.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 3.12% | +16.23% |