WITAX vs. SBHAX
Compare and contrast key facts about Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) and Segall Bryant & Hamill All Cap Fund (SBHAX).
WITAX is managed by Segall Bryant & Hamill. It was launched on Dec 15, 2016. SBHAX is managed by Segall Bryant & Hamill. It was launched on Jul 31, 2013.
Performance
WITAX vs. SBHAX - Performance Comparison
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WITAX vs. SBHAX - 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% |
SBHAX Segall Bryant & Hamill All Cap Fund | -6.29% | 8.36% | 16.89% | 14.50% | -19.27% | 29.43% | 26.18% | 30.60% | -5.61% | 17.82% |
Returns By Period
In the year-to-date period, WITAX achieves a -0.07% return, which is significantly higher than SBHAX's -6.29% return.
WITAX
- 1D
- 0.21%
- 1M
- -1.82%
- YTD
- -0.07%
- 6M
- 1.47%
- 1Y
- 4.35%
- 3Y*
- 4.05%
- 5Y*
- 0.94%
- 10Y*
- —
SBHAX
- 1D
- -0.65%
- 1M
- -8.74%
- YTD
- -6.29%
- 6M
- -4.79%
- 1Y
- 6.85%
- 3Y*
- 9.99%
- 5Y*
- 5.99%
- 10Y*
- 10.62%
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WITAX vs. SBHAX - Expense Ratio Comparison
WITAX has a 0.50% expense ratio, which is lower than SBHAX's 0.87% expense ratio.
Return for Risk
WITAX vs. SBHAX — Risk / Return Rank
WITAX
SBHAX
WITAX vs. SBHAX - 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 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.
| WITAX | SBHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 0.44 | +1.17 |
Sortino ratioReturn per unit of downside risk | 2.09 | 0.75 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.11 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.49 | +1.21 |
Martin ratioReturn relative to average drawdown | 6.28 | 2.20 | +4.08 |
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 | SBHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 0.44 | +1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.30 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.52 | +0.45 |
Correlation
The correlation between WITAX and SBHAX is 0.01, 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. SBHAX - Dividend Comparison
WITAX's dividend yield for the trailing twelve months is around 3.22%, less than SBHAX's 31.43% 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% |
SBHAX Segall Bryant & Hamill All Cap Fund | 31.43% | 29.46% | 19.96% | 4.76% | 8.72% | 11.37% | 1.36% | 0.32% | 4.11% | 0.56% | 0.03% | 3.74% |
Drawdowns
WITAX vs. SBHAX - Drawdown Comparison
The maximum WITAX drawdown since its inception was -13.87%, smaller than the maximum SBHAX drawdown of -32.81%. Use the drawdown chart below to compare losses from any high point for WITAX and SBHAX.
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Drawdown Indicators
| WITAX | SBHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.87% | -32.81% | +18.94% |
Max Drawdown (1Y)Largest decline over 1 year | -2.89% | -11.66% | +8.77% |
Max Drawdown (5Y)Largest decline over 5 years | -13.87% | -31.00% | +17.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.81% | — |
Current DrawdownCurrent decline from peak | -1.82% | -17.57% | +15.75% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -6.32% | +3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 2.57% | -1.79% |
Volatility
WITAX vs. SBHAX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) is 0.78%, while Segall Bryant & Hamill All Cap Fund (SBHAX) has a volatility of 4.59%. This indicates that WITAX experiences smaller price fluctuations and is considered to be less risky 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
| WITAX | SBHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 4.59% | -3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 1.17% | 8.91% | -7.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 17.29% | -14.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.88% | 19.92% | -17.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.12% | 19.35% | -16.23% |