WISGX vs. SBHAX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Segall Bryant & Hamill All Cap Fund (SBHAX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013.
Performance
WISGX vs. SBHAX - Performance Comparison
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WISGX vs. SBHAX - 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% |
SBHAX Segall Bryant & Hamill All Cap Fund | -3.48% | 8.36% | 16.89% | 14.50% | -19.27% | 29.43% | 26.18% | 30.60% | -5.61% | 18.68% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly higher than SBHAX's -3.48% return. Over the past 10 years, WISGX has outperformed SBHAX with an annualized return of 13.10%, while SBHAX has yielded a comparatively lower 10.95% 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%
SBHAX
- 1D
- 3.00%
- 1M
- -5.90%
- YTD
- -3.48%
- 6M
- -2.03%
- 1Y
- 9.64%
- 3Y*
- 11.08%
- 5Y*
- 6.31%
- 10Y*
- 10.95%
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WISGX vs. SBHAX - Expense Ratio Comparison
Both WISGX and SBHAX have an expense ratio of 0.87%.
Return for Risk
WISGX vs. SBHAX — Risk / Return Rank
WISGX
SBHAX
WISGX vs. SBHAX - 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 All Cap Fund (SBHAX). 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 | SBHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.58 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.44 | 0.96 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.92 | +0.59 |
Martin ratioReturn relative to average drawdown | 5.85 | 4.13 | +1.72 |
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 | SBHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.58 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.32 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.57 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.54 | -0.10 |
Correlation
The correlation between WISGX and SBHAX is 0.86, 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. SBHAX - Dividend Comparison
WISGX has not paid dividends to shareholders, while SBHAX's dividend yield for the trailing twelve months is around 30.52%.
| 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% |
SBHAX Segall Bryant & Hamill All Cap Fund | 30.52% | 29.46% | 19.96% | 4.76% | 8.72% | 11.37% | 1.36% | 0.32% | 4.11% | 0.56% | 0.03% | 3.74% |
Drawdowns
WISGX vs. SBHAX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, which is greater than SBHAX's maximum drawdown of -32.81%. Use the drawdown chart below to compare losses from any high point for WISGX and SBHAX.
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Drawdown Indicators
| WISGX | SBHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -32.81% | -10.41% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -11.66% | -2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -31.00% | -12.22% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -32.81% | -10.41% |
Current DrawdownCurrent decline from peak | -8.74% | -15.10% | +6.36% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -6.32% | -6.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.61% | +1.08% |
Volatility
WISGX vs. SBHAX - Volatility Comparison
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a higher volatility of 9.23% compared to Segall Bryant & Hamill All Cap Fund (SBHAX) at 5.71%. This indicates that WISGX's price experiences larger fluctuations and is considered to be riskier than SBHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | SBHAX | 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% | 9.40% | +6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 17.51% | +6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 19.97% | +4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 19.37% | +4.56% |