WTIBX vs. AAIIX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Ancora Income Fund (AAIIX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. AAIIX is managed by Ancora. It was launched on Jan 5, 2004.
Performance
WTIBX vs. AAIIX - Performance Comparison
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WTIBX vs. AAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.49% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% | 8.80% | -0.17% | 4.74% |
AAIIX Ancora Income Fund | -0.31% | 2.28% | 9.23% | 9.46% | -14.32% | 9.21% | 3.72% | 11.08% | -5.60% | 6.57% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.49% return, which is significantly lower than AAIIX's -0.31% return. Over the past 10 years, WTIBX has underperformed AAIIX with an annualized return of 2.32%, while AAIIX has yielded a comparatively higher 3.19% annualized return.
WTIBX
- 1D
- 0.53%
- 1M
- -2.48%
- YTD
- -0.49%
- 6M
- 0.65%
- 1Y
- 4.09%
- 3Y*
- 4.16%
- 5Y*
- 0.83%
- 10Y*
- 2.32%
AAIIX
- 1D
- 0.29%
- 1M
- -3.18%
- YTD
- -0.31%
- 6M
- -0.93%
- 1Y
- 3.83%
- 3Y*
- 6.20%
- 5Y*
- 2.14%
- 10Y*
- 3.19%
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WTIBX vs. AAIIX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is lower than AAIIX's 2.20% expense ratio.
Return for Risk
WTIBX vs. AAIIX — Risk / Return Rank
WTIBX
AAIIX
WTIBX vs. AAIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Ancora Income Fund (AAIIX). 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.
| WTIBX | AAIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.61 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.42 | 0.84 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 0.60 | +1.02 |
Martin ratioReturn relative to average drawdown | 5.23 | 1.98 | +3.25 |
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
| WTIBX | AAIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.61 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.00 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.00 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.00 | +1.02 |
Correlation
The correlation between WTIBX and AAIIX is 0.20, 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
WTIBX vs. AAIIX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.83%, less than AAIIX's 5.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.83% | 4.11% | 4.04% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.50% | 3.43% | 3.55% |
AAIIX Ancora Income Fund | 5.14% | 4.09% | 4.57% | 4.77% | 4.52% | 4.46% | 5.68% | 3.96% | 4.36% | 5.69% | 6.40% | 6.99% |
Drawdowns
WTIBX vs. AAIIX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, smaller than the maximum AAIIX drawdown of -98.01%. Use the drawdown chart below to compare losses from any high point for WTIBX and AAIIX.
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Drawdown Indicators
| WTIBX | AAIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -98.01% | +80.29% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -4.78% | +1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -98.01% | +80.29% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | -98.01% | +80.29% |
Current DrawdownCurrent decline from peak | -2.48% | -97.84% | +95.36% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -11.70% | +9.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 1.49% | -0.56% |
Volatility
WTIBX vs. AAIIX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Plus Bond Fund (WTIBX) is 1.63%, while Ancora Income Fund (AAIIX) has a volatility of 1.84%. This indicates that WTIBX experiences smaller price fluctuations and is considered to be less risky than AAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | AAIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.84% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 3.27% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 5.61% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 2,091.17% | -2,085.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 1,478.49% | -1,473.84% |