WISGX vs. SBASX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Segall Bryant & Hamill Small Cap Core Fund (SBASX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. SBASX is managed by Segall Bryant & Hamill. It was launched on Dec 31, 2019.
Performance
WISGX vs. SBASX - Performance Comparison
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WISGX vs. SBASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 1.94% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% |
SBASX Segall Bryant & Hamill Small Cap Core Fund | 2.65% | 3.95% | 11.89% | 13.96% | -13.13% | 23.52% | 22.80% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly lower than SBASX's 2.65% 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%
SBASX
- 1D
- 3.15%
- 1M
- -7.26%
- YTD
- 2.65%
- 6M
- 5.05%
- 1Y
- 16.50%
- 3Y*
- 9.84%
- 5Y*
- 5.28%
- 10Y*
- —
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WISGX vs. SBASX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than SBASX's 0.99% expense ratio.
Return for Risk
WISGX vs. SBASX — Risk / Return Rank
WISGX
SBASX
WISGX vs. SBASX - 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 Small Cap Core Fund (SBASX). 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 | SBASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.79 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.26 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.31 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.85 | 4.61 | +1.24 |
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 | SBASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.79 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.27 | -0.21 |
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 | 0.44 | -0.01 |
Correlation
The correlation between WISGX and SBASX is 0.91, 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. SBASX - Dividend Comparison
WISGX has not paid dividends to shareholders, while SBASX's dividend yield for the trailing twelve months is around 5.44%.
| 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% |
SBASX Segall Bryant & Hamill Small Cap Core Fund | 5.44% | 5.58% | 5.48% | 3.65% | 2.10% | 18.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WISGX vs. SBASX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, which is greater than SBASX's maximum drawdown of -34.34%. Use the drawdown chart below to compare losses from any high point for WISGX and SBASX.
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Drawdown Indicators
| WISGX | SBASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -34.34% | -8.88% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -12.86% | -1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -26.56% | -16.66% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | — | — |
Current DrawdownCurrent decline from peak | -8.74% | -8.66% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -8.44% | -4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.65% | +0.04% |
Volatility
WISGX vs. SBASX - Volatility Comparison
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a higher volatility of 9.23% compared to Segall Bryant & Hamill Small Cap Core Fund (SBASX) at 7.50%. This indicates that WISGX's price experiences larger fluctuations and is considered to be riskier than SBASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | SBASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 7.50% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 13.16% | +2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 21.84% | +2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 19.70% | +4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 22.31% | +1.62% |