WITAX vs. WTCOX
Compare and contrast key facts about Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) and Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX).
WITAX is managed by Segall Bryant & Hamill. It was launched on Dec 15, 2016. WTCOX is managed by Segall Bryant & Hamill. It was launched on May 30, 1991.
Performance
WITAX vs. WTCOX - Performance Comparison
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WITAX vs. WTCOX - 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% |
WTCOX Segall Bryant & Hamill Colorado Tax Free Fund | -0.21% | 3.29% | 2.39% | 5.03% | -10.64% | 1.87% | 5.09% | 7.14% | 0.69% | 5.12% |
Returns By Period
In the year-to-date period, WITAX achieves a -0.07% return, which is significantly higher than WTCOX's -0.21% return.
WITAX
- 1D
- 0.21%
- 1M
- -1.82%
- YTD
- -0.07%
- 6M
- 1.47%
- 1Y
- 4.35%
- 3Y*
- 4.05%
- 5Y*
- 0.94%
- 10Y*
- —
WTCOX
- 1D
- 0.10%
- 1M
- -1.71%
- YTD
- -0.21%
- 6M
- 1.08%
- 1Y
- 2.85%
- 3Y*
- 2.98%
- 5Y*
- 0.22%
- 10Y*
- 1.70%
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WITAX vs. WTCOX - Expense Ratio Comparison
WITAX has a 0.50% expense ratio, which is lower than WTCOX's 0.65% expense ratio.
Return for Risk
WITAX vs. WTCOX — Risk / Return Rank
WITAX
WTCOX
WITAX vs. WTCOX - 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 Colorado Tax Free Fund (WTCOX). 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 | WTCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 1.09 | +0.52 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.41 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.31 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.06 | +0.64 |
Martin ratioReturn relative to average drawdown | 6.28 | 3.74 | +2.54 |
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 | WTCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 1.09 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.08 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 1.10 | -0.12 |
Correlation
The correlation between WITAX and WTCOX is 0.78, 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
WITAX vs. WTCOX - Dividend Comparison
WITAX's dividend yield for the trailing twelve months is around 3.22%, which matches WTCOX's 3.20% 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% |
WTCOX Segall Bryant & Hamill Colorado Tax Free Fund | 3.20% | 3.41% | 3.43% | 3.11% | 2.91% | 2.20% | 2.71% | 3.48% | 3.06% | 2.80% | 2.98% | 2.70% |
Drawdowns
WITAX vs. WTCOX - Drawdown Comparison
The maximum WITAX drawdown since its inception was -13.87%, roughly equal to the maximum WTCOX drawdown of -13.61%. Use the drawdown chart below to compare losses from any high point for WITAX and WTCOX.
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Drawdown Indicators
| WITAX | WTCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.87% | -13.61% | -0.26% |
Max Drawdown (1Y)Largest decline over 1 year | -2.89% | -3.07% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -13.87% | -13.61% | -0.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.61% | — |
Current DrawdownCurrent decline from peak | -1.82% | -1.71% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -1.63% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 0.87% | -0.09% |
Volatility
WITAX vs. WTCOX - Volatility Comparison
Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) has a higher volatility of 0.78% compared to Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) at 0.70%. This indicates that WITAX's price experiences larger fluctuations and is considered to be riskier than WTCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WITAX | WTCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 0.70% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 1.17% | 1.05% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 2.81% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.88% | 2.87% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.12% | 3.16% | -0.04% |