SBSIX vs. HRIOX
Compare and contrast key facts about Segall Bryant & Hamill International Small Cap Fund (SBSIX) and Hood River International Opportunity Fund (HRIOX).
SBSIX is managed by Segall Bryant & Hamill. It was launched on May 30, 2011. HRIOX is managed by Hood River Capital Management. It was launched on Sep 27, 2021.
Performance
SBSIX vs. HRIOX - Performance Comparison
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SBSIX vs. HRIOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SBSIX Segall Bryant & Hamill International Small Cap Fund | -0.60% | 47.51% | 7.80% | 17.25% | -13.17% | 2.06% |
HRIOX Hood River International Opportunity Fund | 10.79% | 43.32% | 20.19% | 30.74% | -25.86% | 2.01% |
Returns By Period
In the year-to-date period, SBSIX achieves a -0.60% return, which is significantly lower than HRIOX's 10.79% 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%
HRIOX
- 1D
- 4.34%
- 1M
- -9.90%
- YTD
- 10.79%
- 6M
- 17.35%
- 1Y
- 77.60%
- 3Y*
- 32.28%
- 5Y*
- —
- 10Y*
- —
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SBSIX vs. HRIOX - Expense Ratio Comparison
SBSIX has a 1.03% expense ratio, which is lower than HRIOX's 1.50% expense ratio.
Return for Risk
SBSIX vs. HRIOX — Risk / Return Rank
SBSIX
HRIOX
SBSIX vs. HRIOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill International Small Cap Fund (SBSIX) and Hood River International Opportunity Fund (HRIOX). 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 | HRIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.34 | 3.20 | -0.86 |
Sortino ratioReturn per unit of downside risk | 2.92 | 3.83 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.54 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.69 | 5.61 | -2.92 |
Martin ratioReturn relative to average drawdown | 11.39 | 22.51 | -11.12 |
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 | HRIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.34 | 3.20 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.73 | -0.23 |
Correlation
The correlation between SBSIX and HRIOX is 0.75, 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. HRIOX - Dividend Comparison
SBSIX's dividend yield for the trailing twelve months is around 5.17%, less than HRIOX's 5.31% 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% |
HRIOX Hood River International Opportunity Fund | 5.31% | 5.88% | 0.16% | 1.44% | 0.00% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SBSIX vs. HRIOX - Drawdown Comparison
The maximum SBSIX drawdown since its inception was -52.51%, which is greater than HRIOX's maximum drawdown of -38.76%. Use the drawdown chart below to compare losses from any high point for SBSIX and HRIOX.
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Drawdown Indicators
| SBSIX | HRIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -38.76% | -13.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -13.78% | +1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -29.87% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -52.51% | — | — |
Current DrawdownCurrent decline from peak | -9.81% | -10.04% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -12.71% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 3.43% | -0.48% |
Volatility
SBSIX vs. HRIOX - Volatility Comparison
The current volatility for Segall Bryant & Hamill International Small Cap Fund (SBSIX) is 6.61%, while Hood River International Opportunity Fund (HRIOX) has a volatility of 10.97%. This indicates that SBSIX experiences smaller price fluctuations and is considered to be less risky than HRIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBSIX | HRIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 10.97% | -4.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 18.27% | -8.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 24.67% | -9.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 20.85% | -5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.68% | 20.85% | -4.17% |