SBHVX vs. WEMMX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Value Fund (SBHVX) and TETON Westwood Mighty Mites Fund (WEMMX).
SBHVX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013. WEMMX is managed by Teton Westwood. It was launched on May 11, 1998.
Performance
SBHVX vs. WEMMX - Performance Comparison
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SBHVX vs. WEMMX - 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% |
WEMMX TETON Westwood Mighty Mites Fund | 6.78% | 11.02% | 3.83% | 13.53% | -15.37% | 21.44% | 10.02% | 16.94% | -13.69% | 15.47% |
Returns By Period
In the year-to-date period, SBHVX achieves a 5.47% return, which is significantly lower than WEMMX's 6.78% return. Over the past 10 years, SBHVX has outperformed WEMMX with an annualized return of 9.58%, while WEMMX has yielded a comparatively lower 8.38% annualized return.
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%
WEMMX
- 1D
- 1.94%
- 1M
- -6.15%
- YTD
- 6.78%
- 6M
- 7.13%
- 1Y
- 26.70%
- 3Y*
- 10.47%
- 5Y*
- 4.38%
- 10Y*
- 8.38%
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SBHVX vs. WEMMX - Expense Ratio Comparison
SBHVX has a 0.97% expense ratio, which is lower than WEMMX's 1.41% expense ratio.
Return for Risk
SBHVX vs. WEMMX — Risk / Return Rank
SBHVX
WEMMX
SBHVX vs. WEMMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Value Fund (SBHVX) and TETON Westwood Mighty Mites Fund (WEMMX). 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 | WEMMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.35 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.98 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.32 | -0.56 |
Martin ratioReturn relative to average drawdown | 6.37 | 7.31 | -0.94 |
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
| SBHVX | WEMMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.35 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.23 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.41 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.61 | -0.22 |
Correlation
The correlation between SBHVX and WEMMX is 0.93, 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. WEMMX - Dividend Comparison
SBHVX's dividend yield for the trailing twelve months is around 11.04%, less than WEMMX's 21.35% 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% |
WEMMX TETON Westwood Mighty Mites Fund | 21.35% | 22.80% | 26.79% | 18.86% | 13.60% | 15.44% | 9.23% | 4.11% | 4.16% | 6.44% | 4.61% | 2.35% |
Drawdowns
SBHVX vs. WEMMX - Drawdown Comparison
The maximum SBHVX drawdown since its inception was -41.54%, roughly equal to the maximum WEMMX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for SBHVX and WEMMX.
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Drawdown Indicators
| SBHVX | WEMMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.54% | -42.48% | +0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -16.57% | -11.39% | -5.18% |
Max Drawdown (5Y)Largest decline over 5 years | -29.43% | -27.11% | -2.32% |
Max Drawdown (10Y)Largest decline over 10 years | -41.54% | -41.73% | +0.19% |
Current DrawdownCurrent decline from peak | -9.20% | -6.26% | -2.94% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -6.65% | -0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 3.62% | +0.96% |
Volatility
SBHVX vs. WEMMX - Volatility Comparison
Segall Bryant & Hamill Small Cap Value Fund (SBHVX) has a higher volatility of 7.28% compared to TETON Westwood Mighty Mites Fund (WEMMX) at 6.16%. This indicates that SBHVX's price experiences larger fluctuations and is considered to be riskier than WEMMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBHVX | WEMMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 6.16% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 15.08% | 12.38% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.88% | 20.04% | +5.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.21% | 18.89% | +2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.26% | 20.36% | +0.90% |