WISGX vs. CTSIX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Calamos Timpani Small Cap Growth Fund (CTSIX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. CTSIX is managed by Calamos. It was launched on Mar 23, 2011.
Performance
WISGX vs. CTSIX - Performance Comparison
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WISGX vs. CTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | -2.24% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% | 8.20% |
CTSIX Calamos Timpani Small Cap Growth Fund | -4.77% | 25.90% | 44.34% | 7.57% | -37.30% | 9.12% | 63.38% | 1.20% |
Returns By Period
In the year-to-date period, WISGX achieves a -2.24% return, which is significantly higher than CTSIX's -4.77% return.
WISGX
- 1D
- -1.98%
- 1M
- -9.91%
- YTD
- -2.24%
- 6M
- 0.58%
- 1Y
- 17.66%
- 3Y*
- 9.91%
- 5Y*
- 1.06%
- 10Y*
- 12.62%
CTSIX
- 1D
- -3.92%
- 1M
- -9.84%
- YTD
- -4.77%
- 6M
- -1.18%
- 1Y
- 36.02%
- 3Y*
- 20.88%
- 5Y*
- 2.96%
- 10Y*
- —
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WISGX vs. CTSIX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than CTSIX's 1.05% expense ratio.
Return for Risk
WISGX vs. CTSIX — Risk / Return Rank
WISGX
CTSIX
WISGX vs. CTSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Calamos Timpani Small Cap Growth Fund (CTSIX). 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.
| WISGX | CTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.29 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.84 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.24 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 2.78 | -1.75 |
Martin ratioReturn relative to average drawdown | 3.98 | 10.72 | -6.74 |
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
| WISGX | CTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.29 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.11 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.39 | +0.03 |
Correlation
The correlation between WISGX and CTSIX is 0.90, 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
WISGX vs. CTSIX - Dividend Comparison
Neither WISGX nor CTSIX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 29.83% | 7.74% | 0.00% | 0.09% |
CTSIX Calamos Timpani Small Cap Growth Fund | 0.00% | 0.00% | 2.58% | 0.00% | 0.00% | 0.00% | 3.77% | 4.95% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WISGX vs. CTSIX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum CTSIX drawdown of -50.83%. Use the drawdown chart below to compare losses from any high point for WISGX and CTSIX.
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Drawdown Indicators
| WISGX | CTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -50.83% | +7.61% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -12.38% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -50.60% | +7.38% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | — | — |
Current DrawdownCurrent decline from peak | -12.48% | -12.38% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -21.13% | +8.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.20% | +0.46% |
Volatility
WISGX vs. CTSIX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) is 8.07%, while Calamos Timpani Small Cap Growth Fund (CTSIX) has a volatility of 12.38%. This indicates that WISGX experiences smaller price fluctuations and is considered to be less risky than CTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | CTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 12.38% | -4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 21.14% | -6.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 29.23% | -5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.39% | 27.79% | -3.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 29.69% | -5.80% |