WISGX vs. OBMCX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Oberweis Micro Cap Fund (OBMCX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Performance
WISGX vs. OBMCX - Performance Comparison
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WISGX vs. OBMCX - 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% |
OBMCX Oberweis Micro Cap Fund | 13.51% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly lower than OBMCX's 13.51% return. Over the past 10 years, WISGX has underperformed OBMCX with an annualized return of 13.10%, while OBMCX has yielded a comparatively higher 19.20% 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%
OBMCX
- 1D
- 4.17%
- 1M
- -4.11%
- YTD
- 13.51%
- 6M
- 11.94%
- 1Y
- 49.08%
- 3Y*
- 20.34%
- 5Y*
- 14.90%
- 10Y*
- 19.20%
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WISGX vs. OBMCX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Return for Risk
WISGX vs. OBMCX — Risk / Return Rank
WISGX
OBMCX
WISGX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Oberweis Micro Cap Fund (OBMCX). 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 | OBMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.82 | -0.88 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.42 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.33 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.82 | -2.31 |
Martin ratioReturn relative to average drawdown | 5.85 | 13.69 | -7.84 |
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 | OBMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.82 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.57 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.75 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.42 | +0.02 |
Correlation
The correlation between WISGX and OBMCX 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. OBMCX - Dividend Comparison
WISGX has not paid dividends to shareholders, while OBMCX's dividend yield for the trailing twelve months is around 1.24%.
| 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% |
OBMCX Oberweis Micro Cap Fund | 1.24% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
Drawdowns
WISGX vs. OBMCX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for WISGX and OBMCX.
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Drawdown Indicators
| WISGX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -68.24% | +25.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -12.68% | -1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -28.11% | -15.11% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -50.04% | +6.82% |
Current DrawdownCurrent decline from peak | -8.74% | -5.04% | -3.70% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -16.51% | +3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.54% | +0.15% |
Volatility
WISGX vs. OBMCX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) is 9.23%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 12.02%. This indicates that WISGX experiences smaller price fluctuations and is considered to be less risky than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 12.02% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 19.34% | -3.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 27.49% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 26.14% | -1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 25.73% | -1.80% |