WISGX vs. DMCRX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Driehaus Micro Cap Growth Fund (DMCRX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. DMCRX is managed by Driehaus. It was launched on Nov 18, 2013.
Performance
WISGX vs. DMCRX - Performance Comparison
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WISGX vs. DMCRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | -2.24% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% | 28.67% | 3.03% | 26.05% |
DMCRX Driehaus Micro Cap Growth Fund | -3.06% | 31.17% | 30.58% | 11.47% | -33.54% | 22.23% | 86.43% | 34.03% | 2.52% | 24.35% |
Returns By Period
In the year-to-date period, WISGX achieves a -2.24% return, which is significantly higher than DMCRX's -3.06% return. Over the past 10 years, WISGX has underperformed DMCRX with an annualized return of 12.62%, while DMCRX has yielded a comparatively higher 19.96% annualized 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%
DMCRX
- 1D
- -3.72%
- 1M
- -10.28%
- YTD
- -3.06%
- 6M
- 5.92%
- 1Y
- 55.58%
- 3Y*
- 22.06%
- 5Y*
- 5.94%
- 10Y*
- 19.96%
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WISGX vs. DMCRX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than DMCRX's 1.38% expense ratio.
Return for Risk
WISGX vs. DMCRX — Risk / Return Rank
WISGX
DMCRX
WISGX vs. DMCRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Driehaus Micro Cap Growth Fund (DMCRX). 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 | DMCRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.73 | -1.04 |
Sortino ratioReturn per unit of downside risk | 1.13 | 2.26 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.29 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 2.97 | -1.95 |
Martin ratioReturn relative to average drawdown | 3.98 | 9.91 | -5.93 |
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 | DMCRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.73 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.15 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.59 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.52 | -0.10 |
Correlation
The correlation between WISGX and DMCRX is 0.89, 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. DMCRX - Dividend Comparison
WISGX has not paid dividends to shareholders, while DMCRX's dividend yield for the trailing twelve months is around 14.15%.
| 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% |
DMCRX Driehaus Micro Cap Growth Fund | 14.15% | 13.72% | 3.86% | 0.87% | 8.20% | 48.23% | 19.79% | 14.70% | 33.22% | 8.91% | 0.00% | 4.20% |
Drawdowns
WISGX vs. DMCRX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum DMCRX drawdown of -59.16%. Use the drawdown chart below to compare losses from any high point for WISGX and DMCRX.
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Drawdown Indicators
| WISGX | DMCRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -59.16% | +15.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -15.46% | +1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -59.16% | +15.94% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -59.16% | +15.94% |
Current DrawdownCurrent decline from peak | -12.48% | -15.41% | +2.93% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -20.35% | +7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 4.85% | -1.19% |
Volatility
WISGX vs. DMCRX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) is 8.07%, while Driehaus Micro Cap Growth Fund (DMCRX) has a volatility of 11.21%. This indicates that WISGX experiences smaller price fluctuations and is considered to be less risky than DMCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | DMCRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 11.21% | -3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 22.57% | -7.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 31.03% | -7.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.39% | 39.50% | -15.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 33.84% | -9.95% |