WISGX vs. PNSAX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Putnam Small Cap Growth Fund (PNSAX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. PNSAX is managed by Putnam. It was launched on Dec 31, 1997.
Performance
WISGX vs. PNSAX - Performance Comparison
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WISGX vs. PNSAX - 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% |
PNSAX Putnam Small Cap Growth Fund | -0.28% | 8.91% | 22.98% | 22.87% | -28.10% | 14.38% | 47.65% | 37.60% | -2.46% | 20.19% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly higher than PNSAX's -0.28% return. Over the past 10 years, WISGX has underperformed PNSAX with an annualized return of 13.10%, while PNSAX has yielded a comparatively higher 13.98% 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%
PNSAX
- 1D
- 5.00%
- 1M
- -7.90%
- YTD
- -0.28%
- 6M
- -2.39%
- 1Y
- 20.42%
- 3Y*
- 15.34%
- 5Y*
- 5.04%
- 10Y*
- 13.98%
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WISGX vs. PNSAX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than PNSAX's 1.23% expense ratio.
Return for Risk
WISGX vs. PNSAX — Risk / Return Rank
WISGX
PNSAX
WISGX vs. PNSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Putnam Small Cap Growth Fund (PNSAX). 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 | PNSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.86 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.36 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.49 | +0.03 |
Martin ratioReturn relative to average drawdown | 5.85 | 5.15 | +0.70 |
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 | PNSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.86 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.22 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.60 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.42 | +0.02 |
Correlation
The correlation between WISGX and PNSAX is 0.94, 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. PNSAX - Dividend Comparison
WISGX has not paid dividends to shareholders, while PNSAX's dividend yield for the trailing twelve months is around 0.43%.
| 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% |
PNSAX Putnam Small Cap Growth Fund | 0.43% | 0.42% | 0.00% | 0.00% | 0.00% | 15.27% | 4.87% | 1.93% | 1.88% | 0.00% | 0.00% | 0.00% |
Drawdowns
WISGX vs. PNSAX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum PNSAX drawdown of -69.47%. Use the drawdown chart below to compare losses from any high point for WISGX and PNSAX.
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Drawdown Indicators
| WISGX | PNSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -69.47% | +26.25% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -14.00% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -38.77% | -4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -38.77% | -4.45% |
Current DrawdownCurrent decline from peak | -8.74% | -9.70% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -23.68% | +10.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 4.05% | -0.36% |
Volatility
WISGX vs. PNSAX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) is 9.23%, while Putnam Small Cap Growth Fund (PNSAX) has a volatility of 10.40%. This indicates that WISGX experiences smaller price fluctuations and is considered to be less risky than PNSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | PNSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 10.40% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 17.67% | -2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 24.86% | -0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 23.05% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 23.43% | +0.50% |