SBSIX vs. WTIBX
Compare and contrast key facts about Segall Bryant & Hamill International Small Cap Fund (SBSIX) and Segall Bryant & Hamill Plus Bond Fund (WTIBX).
SBSIX is managed by Segall Bryant & Hamill. It was launched on May 30, 2011. WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988.
Performance
SBSIX vs. WTIBX - Performance Comparison
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SBSIX vs. WTIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBSIX Segall Bryant & Hamill International Small Cap Fund | -3.56% | 47.51% | 7.80% | 17.25% | -13.17% | 13.16% | -5.35% | 16.73% | -23.71% | 28.83% |
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.49% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% | 8.80% | -0.17% | 4.74% |
Returns By Period
In the year-to-date period, SBSIX achieves a -3.56% return, which is significantly lower than WTIBX's -0.49% return. Over the past 10 years, SBSIX has outperformed WTIBX with an annualized return of 7.47%, while WTIBX has yielded a comparatively lower 2.32% annualized return.
SBSIX
- 1D
- -0.55%
- 1M
- -12.48%
- YTD
- -3.56%
- 6M
- 2.14%
- 1Y
- 31.31%
- 3Y*
- 19.33%
- 5Y*
- 10.32%
- 10Y*
- 7.47%
WTIBX
- 1D
- 0.53%
- 1M
- -2.48%
- YTD
- -0.49%
- 6M
- 0.65%
- 1Y
- 4.09%
- 3Y*
- 4.16%
- 5Y*
- 0.83%
- 10Y*
- 2.32%
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SBSIX vs. WTIBX - Expense Ratio Comparison
SBSIX has a 1.03% expense ratio, which is higher than WTIBX's 0.55% expense ratio.
Return for Risk
SBSIX vs. WTIBX — Risk / Return Rank
SBSIX
WTIBX
SBSIX vs. WTIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill International Small Cap Fund (SBSIX) and Segall Bryant & Hamill Plus Bond Fund (WTIBX). 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 | WTIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 1.01 | +0.98 |
Sortino ratioReturn per unit of downside risk | 2.50 | 1.42 | +1.08 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.18 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 1.63 | +0.68 |
Martin ratioReturn relative to average drawdown | 9.74 | 5.23 | +4.51 |
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 | WTIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 1.01 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.15 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.50 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 1.03 | -0.54 |
Correlation
The correlation between SBSIX and WTIBX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SBSIX vs. WTIBX - Dividend Comparison
SBSIX's dividend yield for the trailing twelve months is around 5.32%, more than WTIBX's 3.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBSIX Segall Bryant & Hamill International Small Cap Fund | 5.32% | 5.19% | 8.44% | 4.78% | 4.85% | 5.56% | 1.61% | 4.42% | 2.75% | 5.36% | 1.84% | 2.06% |
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.83% | 4.11% | 4.04% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.50% | 3.43% | 3.55% |
Drawdowns
SBSIX vs. WTIBX - Drawdown Comparison
The maximum SBSIX drawdown since its inception was -52.51%, which is greater than WTIBX's maximum drawdown of -17.72%. Use the drawdown chart below to compare losses from any high point for SBSIX and WTIBX.
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Drawdown Indicators
| SBSIX | WTIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -17.72% | -34.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -3.00% | -9.48% |
Max Drawdown (5Y)Largest decline over 5 years | -29.87% | -17.72% | -12.15% |
Max Drawdown (10Y)Largest decline over 10 years | -52.51% | -17.72% | -34.79% |
Current DrawdownCurrent decline from peak | -12.48% | -2.48% | -10.00% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -1.95% | -9.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 0.93% | +2.02% |
Volatility
SBSIX vs. WTIBX - Volatility Comparison
Segall Bryant & Hamill International Small Cap Fund (SBSIX) has a higher volatility of 5.58% compared to Segall Bryant & Hamill Plus Bond Fund (WTIBX) at 1.63%. This indicates that SBSIX's price experiences larger fluctuations and is considered to be riskier than WTIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBSIX | WTIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 1.63% | +3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.65% | 2.60% | +7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.98% | 4.31% | +10.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 5.61% | +9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.66% | 4.65% | +12.01% |