WISGX vs. WITAX
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Segall Bryant & Hamill Municipal Opportunities Fund (WITAX).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. WITAX is managed by Segall Bryant & Hamill. It was launched on Dec 15, 2016.
Performance
WISGX vs. WITAX - Performance Comparison
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WISGX vs. WITAX - 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% | 25.25% |
WITAX Segall Bryant & Hamill Municipal Opportunities Fund | 0.14% | 5.32% | 3.09% | 5.50% | -11.11% | 2.87% | 6.71% | 7.20% | 1.46% | 8.57% |
Returns By Period
In the year-to-date period, WISGX achieves a 1.94% return, which is significantly higher than WITAX's 0.14% 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%
WITAX
- 1D
- 0.21%
- 1M
- -1.42%
- YTD
- 0.14%
- 6M
- 1.57%
- 1Y
- 4.35%
- 3Y*
- 4.12%
- 5Y*
- 0.95%
- 10Y*
- —
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WISGX vs. WITAX - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is higher than WITAX's 0.50% expense ratio.
Return for Risk
WISGX vs. WITAX — Risk / Return Rank
WISGX
WITAX
WISGX vs. WITAX - 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 Municipal Opportunities Fund (WITAX). 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 | WITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.61 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.09 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.42 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.66 | -0.14 |
Martin ratioReturn relative to average drawdown | 5.85 | 6.08 | -0.23 |
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 | WITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.61 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.33 | -0.27 |
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 | 0.99 | -0.55 |
Correlation
The correlation between WISGX and WITAX is 0.04, 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. WITAX - Dividend Comparison
WISGX has not paid dividends to shareholders, while WITAX's dividend yield for the trailing twelve months is around 3.21%.
| 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% |
WITAX Segall Bryant & Hamill Municipal Opportunities Fund | 3.21% | 3.49% | 3.68% | 3.61% | 3.17% | 2.75% | 3.30% | 4.19% | 3.56% | 3.76% | 0.00% | 0.00% |
Drawdowns
WISGX vs. WITAX - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, which is greater than WITAX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for WISGX and WITAX.
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Drawdown Indicators
| WISGX | WITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -13.87% | -29.35% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -2.89% | -11.37% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -13.87% | -29.35% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | — | — |
Current DrawdownCurrent decline from peak | -8.74% | -1.62% | -7.12% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -2.97% | -9.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 0.79% | +2.90% |
Volatility
WISGX vs. WITAX - Volatility Comparison
Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a higher volatility of 9.23% compared to Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) at 0.82%. This indicates that WISGX's price experiences larger fluctuations and is considered to be riskier than WITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISGX | WITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 0.82% | +8.41% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 1.17% | +14.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 2.86% | +21.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 2.88% | +21.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 3.12% | +20.81% |