WISGX vs. NESGX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Needham Small Cap Growth Fund (NESGX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. NESGX is managed by Needham. It was launched on May 22, 2002.
Performance
WISGX vs. NESGX - Performance Comparison
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WISGX vs. NESGX - 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% |
NESGX Needham Small Cap Growth Fund | 15.34% | 10.50% | 12.76% | 5.68% | -30.21% | 10.59% | 71.90% | 54.42% | -5.43% | 11.96% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly lower than NESGX's 15.34% return. Over the past 10 years, WISGX has underperformed NESGX with an annualized return of 13.10%, while NESGX has yielded a comparatively higher 14.90% 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%
NESGX
- 1D
- 5.32%
- 1M
- -3.72%
- YTD
- 15.34%
- 6M
- 15.45%
- 1Y
- 55.17%
- 3Y*
- 12.89%
- 5Y*
- 1.14%
- 10Y*
- 14.90%
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WISGX vs. NESGX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than NESGX's 1.85% expense ratio.
Return for Risk
WISGX vs. NESGX — Risk / Return Rank
WISGX
NESGX
WISGX vs. NESGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Needham Small Cap Growth Fund (NESGX). 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 | NESGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.58 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.17 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.11 | -1.59 |
Martin ratioReturn relative to average drawdown | 5.85 | 10.44 | -4.59 |
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 | NESGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.58 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.04 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.58 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.52 | -0.09 |
Correlation
The correlation between WISGX and NESGX is 0.83, 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. NESGX - Dividend Comparison
Neither WISGX nor NESGX 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% |
NESGX Needham Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 4.16% | 25.09% | 13.69% | 8.43% | 22.26% | 8.94% | 6.67% | 2.52% |
Drawdowns
WISGX vs. NESGX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum NESGX drawdown of -50.29%. Use the drawdown chart below to compare losses from any high point for WISGX and NESGX.
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Drawdown Indicators
| WISGX | NESGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -50.29% | +7.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -17.27% | +3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -50.05% | +6.83% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -50.29% | +7.07% |
Current DrawdownCurrent decline from peak | -8.74% | -4.31% | -4.43% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -11.74% | -0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 5.14% | -1.45% |
Volatility
WISGX vs. NESGX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) is 9.23%, while Needham Small Cap Growth Fund (NESGX) has a volatility of 12.14%. This indicates that WISGX experiences smaller price fluctuations and is considered to be less risky than NESGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | NESGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 12.14% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 23.43% | -7.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 35.37% | -11.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 29.13% | -4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 25.56% | -1.63% |