SBHVX vs. BOSOX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Value Fund (SBHVX) and Boston Trust Small Cap Fund (BOSOX).
SBHVX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013. BOSOX is managed by Boston Trust Walden.
Performance
SBHVX vs. BOSOX - Performance Comparison
Loading graphics...
SBHVX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBHVX Segall Bryant & Hamill Small Cap Value Fund | 5.47% | 12.27% | 12.31% | 11.97% | -14.66% | 16.61% | 6.22% | 24.65% | -4.54% | 10.92% |
BOSOX Boston Trust Small Cap Fund | -2.23% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, SBHVX achieves a 5.47% return, which is significantly higher than BOSOX's -2.23% return. Both investments have delivered pretty close results over the past 10 years, with SBHVX having a 9.58% annualized return and BOSOX not far behind at 9.49%.
SBHVX
- 1D
- 3.00%
- 1M
- -7.11%
- YTD
- 5.47%
- 6M
- 8.51%
- 1Y
- 28.99%
- 3Y*
- 13.65%
- 5Y*
- 4.96%
- 10Y*
- 9.58%
BOSOX
- 1D
- 1.95%
- 1M
- -6.73%
- YTD
- -2.23%
- 6M
- -3.01%
- 1Y
- -2.22%
- 3Y*
- 4.01%
- 5Y*
- 3.68%
- 10Y*
- 9.49%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SBHVX vs. BOSOX - Expense Ratio Comparison
SBHVX has a 0.97% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Return for Risk
SBHVX vs. BOSOX — Risk / Return Rank
SBHVX
BOSOX
SBHVX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Value Fund (SBHVX) and Boston Trust Small Cap Fund (BOSOX). 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.
| SBHVX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | -0.11 | +1.26 |
Sortino ratioReturn per unit of downside risk | 1.73 | -0.03 | +1.76 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.00 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | -0.04 | +1.80 |
Martin ratioReturn relative to average drawdown | 6.37 | -0.13 | +6.49 |
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
| SBHVX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | -0.11 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.21 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.49 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.41 | -0.02 |
Correlation
The correlation between SBHVX and BOSOX is 0.92, 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
SBHVX vs. BOSOX - Dividend Comparison
SBHVX's dividend yield for the trailing twelve months is around 11.04%, more than BOSOX's 4.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBHVX Segall Bryant & Hamill Small Cap Value Fund | 11.04% | 11.65% | 4.61% | 1.37% | 1.25% | 4.66% | 0.95% | 6.05% | 10.28% | 6.78% | 0.22% | 5.76% |
BOSOX Boston Trust Small Cap Fund | 4.51% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
SBHVX vs. BOSOX - Drawdown Comparison
The maximum SBHVX drawdown since its inception was -41.54%, smaller than the maximum BOSOX drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for SBHVX and BOSOX.
Loading graphics...
Drawdown Indicators
| SBHVX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.54% | -51.32% | +9.78% |
Max Drawdown (1Y)Largest decline over 1 year | -16.57% | -11.89% | -4.68% |
Max Drawdown (5Y)Largest decline over 5 years | -29.43% | -22.36% | -7.07% |
Max Drawdown (10Y)Largest decline over 10 years | -41.54% | -36.79% | -4.75% |
Current DrawdownCurrent decline from peak | -9.20% | -14.43% | +5.23% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -7.26% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 3.86% | +0.72% |
Volatility
SBHVX vs. BOSOX - Volatility Comparison
Segall Bryant & Hamill Small Cap Value Fund (SBHVX) has a higher volatility of 7.28% compared to Boston Trust Small Cap Fund (BOSOX) at 4.68%. This indicates that SBHVX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SBHVX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 4.68% | +2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 15.08% | 10.66% | +4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.88% | 19.02% | +6.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.21% | 17.84% | +3.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.26% | 19.56% | +1.70% |