WISGX vs. SBAPX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Segall Bryant & Hamill Short Term Plus Fund (SBAPX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. SBAPX is managed by Segall Bryant & Hamill. It was launched on Dec 14, 2018.
Performance
WISGX vs. SBAPX - Performance Comparison
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WISGX vs. SBAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 1.94% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% | 28.67% | -3.63% |
SBAPX Segall Bryant & Hamill Short Term Plus Fund | -0.02% | 5.65% | 5.17% | 5.17% | -1.98% | -0.05% | 2.19% | 3.62% | 0.20% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly higher than SBAPX's -0.02% 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%
SBAPX
- 1D
- 0.20%
- 1M
- -0.69%
- YTD
- -0.02%
- 6M
- 1.05%
- 1Y
- 3.98%
- 3Y*
- 4.88%
- 5Y*
- 2.72%
- 10Y*
- —
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WISGX vs. SBAPX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is higher than SBAPX's 0.68% expense ratio.
Return for Risk
WISGX vs. SBAPX — Risk / Return Rank
WISGX
SBAPX
WISGX vs. SBAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Segall Bryant & Hamill Short Term Plus Fund (SBAPX). 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 | SBAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 2.98 | -2.04 |
Sortino ratioReturn per unit of downside risk | 1.44 | 4.39 | -2.95 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.75 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.79 | -2.27 |
Martin ratioReturn relative to average drawdown | 5.85 | 21.69 | -15.84 |
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 | SBAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 2.98 | -2.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 1.90 | -1.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 1.78 | -1.35 |
Correlation
The correlation between WISGX and SBAPX is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WISGX vs. SBAPX - Dividend Comparison
WISGX has not paid dividends to shareholders, while SBAPX's dividend yield for the trailing twelve months is around 4.33%.
| 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% |
SBAPX Segall Bryant & Hamill Short Term Plus Fund | 4.33% | 4.70% | 4.24% | 2.48% | 0.93% | 0.84% | 1.65% | 2.65% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WISGX vs. SBAPX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, which is greater than SBAPX's maximum drawdown of -5.11%. Use the drawdown chart below to compare losses from any high point for WISGX and SBAPX.
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Drawdown Indicators
| WISGX | SBAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -5.11% | -38.11% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -1.08% | -13.18% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -3.81% | -39.41% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | — | — |
Current DrawdownCurrent decline from peak | -8.74% | -0.79% | -7.95% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -0.60% | -12.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 0.19% | +3.50% |
Volatility
WISGX vs. SBAPX - Volatility Comparison
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a higher volatility of 9.23% compared to Segall Bryant & Hamill Short Term Plus Fund (SBAPX) at 0.63%. This indicates that WISGX's price experiences larger fluctuations and is considered to be riskier than SBAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | SBAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 0.63% | +8.60% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 0.89% | +14.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 1.38% | +22.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 1.44% | +23.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 1.52% | +22.41% |