WISGX vs. SSCPX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Saratoga Small Capitalization Portfolio (SSCPX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. SSCPX is managed by Saratoga. It was launched on Sep 1, 1994.
Performance
WISGX vs. SSCPX - Performance Comparison
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WISGX vs. SSCPX - 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% |
SSCPX Saratoga Small Capitalization Portfolio | 1.17% | 6.41% | 10.79% | 15.16% | -17.56% | 24.53% | 25.39% | 23.71% | -16.14% | 15.58% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly higher than SSCPX's 1.17% return. Over the past 10 years, WISGX has outperformed SSCPX with an annualized return of 13.10%, while SSCPX has yielded a comparatively lower 9.58% 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%
SSCPX
- 1D
- 3.90%
- 1M
- -5.97%
- YTD
- 1.17%
- 6M
- 0.35%
- 1Y
- 20.94%
- 3Y*
- 10.97%
- 5Y*
- 4.36%
- 10Y*
- 9.58%
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WISGX vs. SSCPX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is lower than SSCPX's 1.70% expense ratio.
Return for Risk
WISGX vs. SSCPX — Risk / Return Rank
WISGX
SSCPX
WISGX vs. SSCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Saratoga Small Capitalization Portfolio (SSCPX). 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 | SSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.94 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.44 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.74 | -0.22 |
Martin ratioReturn relative to average drawdown | 5.85 | 5.57 | +0.29 |
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 | SSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.94 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.20 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.42 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.37 | +0.07 |
Correlation
The correlation between WISGX and SSCPX is 0.89, 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. SSCPX - Dividend Comparison
WISGX has not paid dividends to shareholders, while SSCPX's dividend yield for the trailing twelve months is around 8.91%.
| 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% |
SSCPX Saratoga Small Capitalization Portfolio | 8.91% | 9.02% | 11.37% | 0.00% | 10.18% | 24.67% | 0.02% | 0.00% | 17.42% | 0.00% | 0.00% | 58.90% |
Drawdowns
WISGX vs. SSCPX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum SSCPX drawdown of -53.65%. Use the drawdown chart below to compare losses from any high point for WISGX and SSCPX.
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Drawdown Indicators
| WISGX | SSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -53.65% | +10.43% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -11.83% | -2.43% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -27.78% | -15.44% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -43.59% | +0.37% |
Current DrawdownCurrent decline from peak | -8.74% | -8.09% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -10.30% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.69% | 0.00% |
Volatility
WISGX vs. SSCPX - Volatility Comparison
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a higher volatility of 9.23% compared to Saratoga Small Capitalization Portfolio (SSCPX) at 8.57%. This indicates that WISGX's price experiences larger fluctuations and is considered to be riskier than SSCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | SSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 8.57% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 15.33% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 22.69% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 22.17% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 22.93% | +1.00% |