WISGX vs. EMCAX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Empiric 2500 Fund (EMCAX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. EMCAX is managed by Empiric Funds. It was launched on Nov 6, 1995.
Performance
WISGX vs. EMCAX - Performance Comparison
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WISGX vs. EMCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 1.94% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% | 28.67% | 3.03% | 26.05% |
EMCAX Empiric 2500 Fund | -0.57% | 2.37% | 13.89% | 12.43% | -16.06% | 16.07% | 27.81% | 19.10% | -4.64% | 21.82% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly higher than EMCAX's -0.57% return. Over the past 10 years, WISGX has outperformed EMCAX with an annualized return of 13.10%, while EMCAX has yielded a comparatively lower 9.61% annualized return.
WISGX
- 1D
- 4.27%
- 1M
- -7.03%
- YTD
- 1.94%
- 6M
- 5.24%
- 1Y
- 22.43%
- 3Y*
- 11.46%
- 5Y*
- 1.46%
- 10Y*
- 13.10%
EMCAX
- 1D
- 2.60%
- 1M
- -6.15%
- YTD
- -0.57%
- 6M
- -1.03%
- 1Y
- 6.53%
- 3Y*
- 8.52%
- 5Y*
- 2.22%
- 10Y*
- 9.61%
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WISGX vs. EMCAX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than EMCAX's 1.96% expense ratio.
Return for Risk
WISGX vs. EMCAX — Risk / Return Rank
WISGX
EMCAX
WISGX vs. EMCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Empiric 2500 Fund (EMCAX). 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 | EMCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.41 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.44 | 0.72 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.09 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.74 | +0.78 |
Martin ratioReturn relative to average drawdown | 5.85 | 3.00 | +2.85 |
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 | EMCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.41 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.12 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.48 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.44 | -0.01 |
Correlation
The correlation between WISGX and EMCAX 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. EMCAX - Dividend Comparison
WISGX has not paid dividends to shareholders, while EMCAX's dividend yield for the trailing twelve months is around 0.13%.
| 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% |
EMCAX Empiric 2500 Fund | 0.13% | 0.13% | 0.13% | 0.00% | 0.00% | 0.51% | 7.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WISGX vs. EMCAX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum EMCAX drawdown of -51.81%. Use the drawdown chart below to compare losses from any high point for WISGX and EMCAX.
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Drawdown Indicators
| WISGX | EMCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -51.81% | +8.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -10.15% | -4.11% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -30.60% | -12.62% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -42.79% | -0.43% |
Current DrawdownCurrent decline from peak | -8.74% | -6.22% | -2.52% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -13.33% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.50% | +1.19% |
Volatility
WISGX vs. EMCAX - Volatility Comparison
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a higher volatility of 9.23% compared to Empiric 2500 Fund (EMCAX) at 5.42%. This indicates that WISGX's price experiences larger fluctuations and is considered to be riskier than EMCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | EMCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 5.42% | +3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 10.49% | +5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 17.50% | +6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 18.18% | +6.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 20.21% | +3.72% |