WISGX vs. PXQSX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Virtus KAR Small-Cap Value Fund (PXQSX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. PXQSX is managed by Virtus. It was launched on Jun 28, 2006.
Performance
WISGX vs. PXQSX - Performance Comparison
Loading graphics...
WISGX vs. PXQSX - 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% |
PXQSX Virtus KAR Small-Cap Value Fund | 0.43% | -4.50% | 9.63% | 19.10% | -24.29% | 19.50% | 28.16% | 24.87% | -15.95% | 18.90% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly higher than PXQSX's 0.43% return. Over the past 10 years, WISGX has outperformed PXQSX with an annualized return of 13.10%, while PXQSX has yielded a comparatively lower 7.85% 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%
PXQSX
- 1D
- 2.17%
- 1M
- -7.60%
- YTD
- 0.43%
- 6M
- -1.93%
- 1Y
- -0.65%
- 3Y*
- 6.85%
- 5Y*
- -0.34%
- 10Y*
- 7.85%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WISGX vs. PXQSX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than PXQSX's 0.96% expense ratio.
Return for Risk
WISGX vs. PXQSX — Risk / Return Rank
WISGX
PXQSX
WISGX vs. PXQSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Virtus KAR Small-Cap Value Fund (PXQSX). 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 | PXQSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.01 | +0.93 |
Sortino ratioReturn per unit of downside risk | 1.44 | 0.16 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.02 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.06 | +1.46 |
Martin ratioReturn relative to average drawdown | 5.85 | 0.13 | +5.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WISGX | PXQSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.01 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | -0.02 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.39 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.36 | +0.08 |
Correlation
The correlation between WISGX and PXQSX 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. PXQSX - Dividend Comparison
WISGX has not paid dividends to shareholders, while PXQSX's dividend yield for the trailing twelve months is around 5.79%.
| 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% |
PXQSX Virtus KAR Small-Cap Value Fund | 5.79% | 5.81% | 4.90% | 2.99% | 3.37% | 1.76% | 0.82% | 0.80% | 2.54% | 5.32% | 8.89% | 7.58% |
Drawdowns
WISGX vs. PXQSX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum PXQSX drawdown of -55.56%. Use the drawdown chart below to compare losses from any high point for WISGX and PXQSX.
Loading graphics...
Drawdown Indicators
| WISGX | PXQSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -55.56% | +12.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -13.25% | -1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -31.49% | -11.73% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -37.65% | -5.57% |
Current DrawdownCurrent decline from peak | -8.74% | -13.69% | +4.95% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -10.29% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 5.85% | -2.16% |
Volatility
WISGX vs. PXQSX - Volatility Comparison
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a higher volatility of 9.23% compared to Virtus KAR Small-Cap Value Fund (PXQSX) at 5.71%. This indicates that WISGX's price experiences larger fluctuations and is considered to be riskier than PXQSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WISGX | PXQSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 5.71% | +3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 11.75% | +3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 19.73% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 20.22% | +4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 20.45% | +3.48% |