SBSIX vs. WISIX
Compare and contrast key facts about Segall Bryant & Hamill International Small Cap Fund (SBSIX) and William Blair International Small Cap Growth Fund (WISIX).
SBSIX is managed by Segall Bryant & Hamill. It was launched on May 30, 2011. WISIX is managed by William Blair. It was launched on Oct 31, 2005.
Performance
SBSIX vs. WISIX - Performance Comparison
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SBSIX vs. WISIX - 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% |
WISIX William Blair International Small Cap Growth Fund | -3.63% | 15.31% | 0.80% | 14.72% | -34.99% | 11.01% | 29.09% | 34.22% | -24.27% | 32.71% |
Returns By Period
In the year-to-date period, SBSIX achieves a -0.60% return, which is significantly higher than WISIX's -3.63% return. Over the past 10 years, SBSIX has outperformed WISIX with an annualized return of 7.80%, while WISIX has yielded a comparatively lower 4.74% 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%
WISIX
- 1D
- -1.60%
- 1M
- -10.09%
- YTD
- -3.63%
- 6M
- -5.31%
- 1Y
- 9.96%
- 3Y*
- 6.21%
- 5Y*
- -1.02%
- 10Y*
- 4.74%
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SBSIX vs. WISIX - Expense Ratio Comparison
SBSIX has a 1.03% expense ratio, which is lower than WISIX's 1.23% expense ratio.
Return for Risk
SBSIX vs. WISIX — Risk / Return Rank
SBSIX
WISIX
SBSIX vs. WISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill International Small Cap Fund (SBSIX) and William Blair International Small Cap Growth Fund (WISIX). 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 | WISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.34 | 0.56 | +1.78 |
Sortino ratioReturn per unit of downside risk | 2.92 | 0.83 | +2.09 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.12 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 2.69 | 0.66 | +2.03 |
Martin ratioReturn relative to average drawdown | 11.39 | 2.01 | +9.38 |
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 | WISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.34 | 0.56 | +1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | -0.06 | +0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.28 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.31 | +0.19 |
Correlation
The correlation between SBSIX and WISIX is 0.81, 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. WISIX - Dividend Comparison
SBSIX's dividend yield for the trailing twelve months is around 5.17%, more than WISIX's 0.63% 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% |
WISIX William Blair International Small Cap Growth Fund | 0.63% | 0.61% | 1.78% | 0.88% | 0.21% | 16.20% | 2.09% | 0.31% | 13.84% | 9.94% | 0.36% | 2.31% |
Drawdowns
SBSIX vs. WISIX - Drawdown Comparison
The maximum SBSIX drawdown since its inception was -52.51%, smaller than the maximum WISIX drawdown of -64.84%. Use the drawdown chart below to compare losses from any high point for SBSIX and WISIX.
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Drawdown Indicators
| SBSIX | WISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -64.84% | +12.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -10.09% | -2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -29.87% | -47.76% | +17.89% |
Max Drawdown (10Y)Largest decline over 10 years | -52.51% | -47.76% | -4.75% |
Current DrawdownCurrent decline from peak | -9.81% | -22.75% | +12.94% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -16.60% | +5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 3.67% | -0.72% |
Volatility
SBSIX vs. WISIX - Volatility Comparison
Segall Bryant & Hamill International Small Cap Fund (SBSIX) has a higher volatility of 6.61% compared to William Blair International Small Cap Growth Fund (WISIX) at 6.00%. This indicates that SBSIX's price experiences larger fluctuations and is considered to be riskier than WISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBSIX | WISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 6.00% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 9.88% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 15.08% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 17.21% | -1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.68% | 17.23% | -0.55% |