WITAX vs. SBEMX
Compare and contrast key facts about Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) and Segall Bryant & Hamill Emerging Markets Fund (SBEMX).
WITAX is managed by Segall Bryant & Hamill. It was launched on Dec 15, 2016. SBEMX is managed by Segall Bryant & Hamill. It was launched on Jun 29, 2011.
Performance
WITAX vs. SBEMX - Performance Comparison
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WITAX vs. SBEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WITAX Segall Bryant & Hamill Municipal Opportunities Fund | -0.07% | 5.32% | 3.09% | 5.50% | -11.11% | 2.87% | 6.71% | 7.20% | 1.46% | 8.57% |
SBEMX Segall Bryant & Hamill Emerging Markets Fund | 1.27% | 35.14% | 13.83% | 20.64% | -16.04% | 5.46% | 7.17% | 18.83% | -17.07% | 34.96% |
Returns By Period
In the year-to-date period, WITAX achieves a -0.07% return, which is significantly lower than SBEMX's 1.27% return.
WITAX
- 1D
- 0.21%
- 1M
- -1.82%
- YTD
- -0.07%
- 6M
- 1.47%
- 1Y
- 4.35%
- 3Y*
- 4.05%
- 5Y*
- 0.94%
- 10Y*
- —
SBEMX
- 1D
- -0.91%
- 1M
- -12.70%
- YTD
- 1.27%
- 6M
- 7.43%
- 1Y
- 32.29%
- 3Y*
- 21.05%
- 5Y*
- 9.13%
- 10Y*
- 10.06%
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WITAX vs. SBEMX - Expense Ratio Comparison
WITAX has a 0.50% expense ratio, which is lower than SBEMX's 1.23% expense ratio.
Return for Risk
WITAX vs. SBEMX — Risk / Return Rank
WITAX
SBEMX
WITAX vs. SBEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) and Segall Bryant & Hamill Emerging Markets Fund (SBEMX). 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.
| WITAX | SBEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 1.89 | -0.28 |
Sortino ratioReturn per unit of downside risk | 2.09 | 2.41 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.37 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 2.19 | -0.50 |
Martin ratioReturn relative to average drawdown | 6.28 | 9.12 | -2.84 |
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
| WITAX | SBEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 1.89 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.62 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.36 | +0.61 |
Correlation
The correlation between WITAX and SBEMX is 0.03, 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
WITAX vs. SBEMX - Dividend Comparison
WITAX's dividend yield for the trailing twelve months is around 3.22%, more than SBEMX's 2.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WITAX Segall Bryant & Hamill Municipal Opportunities Fund | 3.22% | 3.49% | 3.68% | 3.61% | 3.17% | 2.75% | 3.30% | 4.19% | 3.56% | 3.76% | 0.00% | 0.00% |
SBEMX Segall Bryant & Hamill Emerging Markets Fund | 2.72% | 2.76% | 6.69% | 5.59% | 4.19% | 5.38% | 1.77% | 2.61% | 3.32% | 4.89% | 2.09% | 4.06% |
Drawdowns
WITAX vs. SBEMX - Drawdown Comparison
The maximum WITAX drawdown since its inception was -13.87%, smaller than the maximum SBEMX drawdown of -41.05%. Use the drawdown chart below to compare losses from any high point for WITAX and SBEMX.
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Drawdown Indicators
| WITAX | SBEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.87% | -41.05% | +27.18% |
Max Drawdown (1Y)Largest decline over 1 year | -2.89% | -13.65% | +10.76% |
Max Drawdown (5Y)Largest decline over 5 years | -13.87% | -31.75% | +17.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.05% | — |
Current DrawdownCurrent decline from peak | -1.82% | -13.65% | +11.83% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -12.58% | +9.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 3.28% | -2.50% |
Volatility
WITAX vs. SBEMX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) is 0.78%, while Segall Bryant & Hamill Emerging Markets Fund (SBEMX) has a volatility of 8.39%. This indicates that WITAX experiences smaller price fluctuations and is considered to be less risky than SBEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WITAX | SBEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 8.39% | -7.61% |
Volatility (6M)Calculated over the trailing 6-month period | 1.17% | 12.54% | -11.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 16.94% | -14.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.88% | 14.84% | -11.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.12% | 16.23% | -13.11% |