SBSIX vs. ARTJX
Compare and contrast key facts about Segall Bryant & Hamill International Small Cap Fund (SBSIX) and Artisan International Small-Mid Fund (ARTJX).
SBSIX is managed by Segall Bryant & Hamill. It was launched on May 30, 2011. ARTJX is managed by Artisan. It was launched on Dec 20, 2001.
Performance
SBSIX vs. ARTJX - Performance Comparison
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SBSIX vs. ARTJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBSIX Segall Bryant & Hamill International Small Cap Fund | -0.60% | 47.51% | 7.80% | 17.25% | -13.17% | 13.16% | -5.35% | 16.73% | -23.71% | 28.83% |
ARTJX Artisan International Small-Mid Fund | -2.82% | 18.29% | -0.80% | 11.03% | -23.77% | 3.63% | 33.00% | 36.25% | -17.94% | 33.50% |
Returns By Period
In the year-to-date period, SBSIX achieves a -0.60% return, which is significantly higher than ARTJX's -2.82% return. Over the past 10 years, SBSIX has outperformed ARTJX with an annualized return of 7.80%, while ARTJX has yielded a comparatively lower 6.32% annualized return.
SBSIX
- 1D
- 3.06%
- 1M
- -8.64%
- YTD
- -0.60%
- 6M
- 5.49%
- 1Y
- 34.98%
- 3Y*
- 20.54%
- 5Y*
- 10.76%
- 10Y*
- 7.80%
ARTJX
- 1D
- 3.33%
- 1M
- -5.25%
- YTD
- -2.82%
- 6M
- -0.58%
- 1Y
- 16.52%
- 3Y*
- 5.56%
- 5Y*
- -0.07%
- 10Y*
- 6.32%
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SBSIX vs. ARTJX - Expense Ratio Comparison
SBSIX has a 1.03% expense ratio, which is lower than ARTJX's 1.28% expense ratio.
Return for Risk
SBSIX vs. ARTJX — Risk / Return Rank
SBSIX
ARTJX
SBSIX vs. ARTJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill International Small Cap Fund (SBSIX) and Artisan International Small-Mid Fund (ARTJX). 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.
| SBSIX | ARTJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.34 | 1.07 | +1.27 |
Sortino ratioReturn per unit of downside risk | 2.92 | 1.55 | +1.37 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.20 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.69 | 1.34 | +1.36 |
Martin ratioReturn relative to average drawdown | 11.39 | 4.81 | +6.58 |
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
| SBSIX | ARTJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.34 | 1.07 | +1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | -0.00 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.36 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.55 | -0.04 |
Correlation
The correlation between SBSIX and ARTJX is 0.79, 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
SBSIX vs. ARTJX - Dividend Comparison
SBSIX's dividend yield for the trailing twelve months is around 5.17%, less than ARTJX's 5.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBSIX Segall Bryant & Hamill International Small Cap Fund | 5.17% | 5.19% | 8.44% | 4.78% | 4.85% | 5.56% | 1.61% | 4.42% | 2.75% | 5.36% | 1.84% | 2.06% |
ARTJX Artisan International Small-Mid Fund | 5.75% | 5.59% | 0.57% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% |
Drawdowns
SBSIX vs. ARTJX - Drawdown Comparison
The maximum SBSIX drawdown since its inception was -52.51%, smaller than the maximum ARTJX drawdown of -64.43%. Use the drawdown chart below to compare losses from any high point for SBSIX and ARTJX.
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Drawdown Indicators
| SBSIX | ARTJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -64.43% | +11.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -10.10% | -2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -29.87% | -37.04% | +7.17% |
Max Drawdown (10Y)Largest decline over 10 years | -52.51% | -37.04% | -15.47% |
Current DrawdownCurrent decline from peak | -9.81% | -9.81% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -13.31% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.81% | +0.14% |
Volatility
SBSIX vs. ARTJX - Volatility Comparison
The current volatility for Segall Bryant & Hamill International Small Cap Fund (SBSIX) is 6.61%, while Artisan International Small-Mid Fund (ARTJX) has a volatility of 7.01%. This indicates that SBSIX experiences smaller price fluctuations and is considered to be less risky than ARTJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBSIX | ARTJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 7.01% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 10.58% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 15.76% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 17.82% | -2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.68% | 17.38% | -0.70% |