WITAX vs. WISGX
Compare and contrast key facts about Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) and Segall Bryant & Hamill Small Cap Growth Fund (WISGX).
WITAX is managed by Segall Bryant & Hamill. It was launched on Dec 15, 2016. WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013.
Performance
WITAX vs. WISGX - Performance Comparison
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WITAX vs. WISGX - 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% |
WISGX Segall Bryant & Hamill Small Cap Growth Fund | -2.24% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% | 28.67% | 3.03% | 25.25% |
Returns By Period
In the year-to-date period, WITAX achieves a -0.07% return, which is significantly higher than WISGX's -2.24% return.
WITAX
- 1D
- 0.21%
- 1M
- -1.82%
- YTD
- -0.07%
- 6M
- 1.47%
- 1Y
- 4.35%
- 3Y*
- 4.05%
- 5Y*
- 0.94%
- 10Y*
- —
WISGX
- 1D
- -1.98%
- 1M
- -9.91%
- YTD
- -2.24%
- 6M
- 0.58%
- 1Y
- 17.66%
- 3Y*
- 9.91%
- 5Y*
- 1.06%
- 10Y*
- 12.62%
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WITAX vs. WISGX - Expense Ratio Comparison
WITAX has a 0.50% expense ratio, which is lower than WISGX's 0.87% expense ratio.
Return for Risk
WITAX vs. WISGX — Risk / Return Rank
WITAX
WISGX
WITAX vs. WISGX - 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 Small Cap Growth Fund (WISGX). 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 | WISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 0.70 | +0.91 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.13 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.15 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.02 | +0.67 |
Martin ratioReturn relative to average drawdown | 6.28 | 3.98 | +2.29 |
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
| WITAX | WISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 0.70 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.04 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.42 | +0.56 |
Correlation
The correlation between WITAX and WISGX 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. WISGX - Dividend Comparison
WITAX's dividend yield for the trailing twelve months is around 3.22%, while WISGX has not paid dividends to shareholders.
| 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% |
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% |
Drawdowns
WITAX vs. WISGX - Drawdown Comparison
The maximum WITAX drawdown since its inception was -13.87%, smaller than the maximum WISGX drawdown of -43.22%. Use the drawdown chart below to compare losses from any high point for WITAX and WISGX.
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Drawdown Indicators
| WITAX | WISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.87% | -43.22% | +29.35% |
Max Drawdown (1Y)Largest decline over 1 year | -2.89% | -14.26% | +11.37% |
Max Drawdown (5Y)Largest decline over 5 years | -13.87% | -43.22% | +29.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.22% | — |
Current DrawdownCurrent decline from peak | -1.82% | -12.48% | +10.66% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -12.69% | +9.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 3.66% | -2.88% |
Volatility
WITAX vs. WISGX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) is 0.78%, while Segall Bryant & Hamill Small Cap Growth Fund (WISGX) has a volatility of 8.07%. This indicates that WITAX experiences smaller price fluctuations and is considered to be less risky than WISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WITAX | WISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 8.07% | -7.29% |
Volatility (6M)Calculated over the trailing 6-month period | 1.17% | 14.92% | -13.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 24.02% | -21.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.88% | 24.39% | -21.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.12% | 23.89% | -20.77% |