WISGX vs. HRSMX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Hood River Small-Cap Growth Fund (HRSMX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003.
Performance
WISGX vs. HRSMX - Performance Comparison
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WISGX vs. HRSMX - 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% |
HRSMX Hood River Small-Cap Growth Fund | 5.38% | 23.85% | 35.48% | 21.52% | -27.99% | 23.19% | 60.80% | 24.13% | -6.91% | 20.60% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly lower than HRSMX's 5.38% return. Over the past 10 years, WISGX has underperformed HRSMX with an annualized return of 13.10%, while HRSMX has yielded a comparatively higher 17.50% 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%
HRSMX
- 1D
- 5.79%
- 1M
- -7.21%
- YTD
- 5.38%
- 6M
- 10.43%
- 1Y
- 54.19%
- 3Y*
- 26.46%
- 5Y*
- 10.91%
- 10Y*
- 17.50%
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WISGX vs. HRSMX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than HRSMX's 1.09% expense ratio.
Return for Risk
WISGX vs. HRSMX — Risk / Return Rank
WISGX
HRSMX
WISGX vs. HRSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Hood River Small-Cap Growth Fund (HRSMX). 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 | HRSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.79 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.38 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.49 | -1.98 |
Martin ratioReturn relative to average drawdown | 5.85 | 13.94 | -8.09 |
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 | HRSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.79 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.40 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.68 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.53 | -0.10 |
Correlation
The correlation between WISGX and HRSMX is 0.93, 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. HRSMX - Dividend Comparison
WISGX has not paid dividends to shareholders, while HRSMX's dividend yield for the trailing twelve months is around 4.01%.
| 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% |
HRSMX Hood River Small-Cap Growth Fund | 4.01% | 4.23% | 3.75% | 0.00% | 0.00% | 19.96% | 6.28% | 0.00% | 4.59% | 6.74% | 0.00% | 5.73% |
Drawdowns
WISGX vs. HRSMX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum HRSMX drawdown of -64.92%. Use the drawdown chart below to compare losses from any high point for WISGX and HRSMX.
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Drawdown Indicators
| WISGX | HRSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -64.92% | +21.70% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -14.89% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -38.49% | -4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -40.74% | -2.48% |
Current DrawdownCurrent decline from peak | -8.74% | -7.21% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -13.16% | +0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.73% | -0.04% |
Volatility
WISGX vs. HRSMX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) is 9.23%, while Hood River Small-Cap Growth Fund (HRSMX) has a volatility of 12.35%. This indicates that WISGX experiences smaller price fluctuations and is considered to be less risky than HRSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | HRSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 12.35% | -3.12% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 21.73% | -6.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 30.18% | -5.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 27.18% | -2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 25.82% | -1.89% |