WISGX vs. NESIX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Needham Small Cap Growth Fund Institutional (NESIX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. NESIX is managed by Needham. It was launched on Dec 30, 2016.
Performance
WISGX vs. NESIX - Performance Comparison
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WISGX vs. NESIX - 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% | 25.25% |
NESIX Needham Small Cap Growth Fund Institutional | 9.63% | 11.16% | 13.47% | 5.85% | -29.71% | 11.36% | 73.06% | 55.28% | -4.87% | 12.63% |
Returns By Period
In the year-to-date period, WISGX achieves a -2.24% return, which is significantly lower than NESIX's 9.63% 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%
NESIX
- 1D
- -4.46%
- 1M
- -7.08%
- YTD
- 9.63%
- 6M
- 12.40%
- 1Y
- 48.73%
- 3Y*
- 11.47%
- 5Y*
- 1.26%
- 10Y*
- —
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WISGX vs. NESIX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than NESIX's 1.18% expense ratio.
Return for Risk
WISGX vs. NESIX — Risk / Return Rank
WISGX
NESIX
WISGX vs. NESIX - 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 Institutional (NESIX). 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 | NESIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.34 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.91 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.25 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 2.44 | -1.42 |
Martin ratioReturn relative to average drawdown | 3.98 | 8.21 | -4.23 |
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 | NESIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.34 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.04 | 0.00 |
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 | 0.53 | -0.11 |
Correlation
The correlation between WISGX and NESIX is 0.84, 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. NESIX - Dividend Comparison
Neither WISGX nor NESIX 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% |
NESIX Needham Small Cap Growth Fund Institutional | 0.00% | 0.00% | 0.00% | 0.00% | 3.93% | 23.92% | 13.26% | 8.25% | 21.96% | 8.89% | 0.00% | 0.00% |
Drawdowns
WISGX vs. NESIX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum NESIX drawdown of -49.61%. Use the drawdown chart below to compare losses from any high point for WISGX and NESIX.
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Drawdown Indicators
| WISGX | NESIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -49.61% | +6.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -17.25% | +2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -49.61% | +6.39% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | — | — |
Current DrawdownCurrent decline from peak | -12.48% | -9.15% | -3.33% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -15.27% | +2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 5.12% | -1.46% |
Volatility
WISGX vs. NESIX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) is 8.07%, while Needham Small Cap Growth Fund Institutional (NESIX) has a volatility of 10.99%. This indicates that WISGX experiences smaller price fluctuations and is considered to be less risky than NESIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | NESIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 10.99% | -2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 22.90% | -7.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 35.06% | -11.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.39% | 29.10% | -4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 26.30% | -2.41% |