WTIBX vs. AMFIX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and AAMA Income Fund (AMFIX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. AMFIX is managed by AAMA. It was launched on Jun 30, 2017.
Performance
WTIBX vs. AMFIX - Performance Comparison
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WTIBX vs. AMFIX - 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% | 0.52% |
AMFIX AAMA Income Fund | 0.21% | 3.74% | 3.48% | 3.84% | -6.26% | -1.37% | 2.24% | 2.47% | 0.89% | -0.44% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.49% return, which is significantly lower than AMFIX's 0.21% 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%
AMFIX
- 1D
- 0.17%
- 1M
- -0.49%
- YTD
- 0.21%
- 6M
- 1.06%
- 1Y
- 2.97%
- 3Y*
- 3.23%
- 5Y*
- 0.72%
- 10Y*
- —
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WTIBX vs. AMFIX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is lower than AMFIX's 0.92% expense ratio.
Return for Risk
WTIBX vs. AMFIX — Risk / Return Rank
WTIBX
AMFIX
WTIBX vs. AMFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and AAMA Income Fund (AMFIX). 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 | AMFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 3.05 | -2.05 |
Sortino ratioReturn per unit of downside risk | 1.42 | 4.95 | -3.52 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.69 | -0.51 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 4.18 | -2.55 |
Martin ratioReturn relative to average drawdown | 5.23 | 21.12 | -15.89 |
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 | AMFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 3.05 | -2.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.34 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.56 | +0.46 |
Correlation
The correlation between WTIBX and AMFIX is 0.79, 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
WTIBX vs. AMFIX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.83%, more than AMFIX's 2.22% 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% |
AMFIX AAMA Income Fund | 2.22% | 2.08% | 2.44% | 1.70% | 0.83% | 0.57% | 0.83% | 1.24% | 1.24% | 0.40% | 0.00% | 0.00% |
Drawdowns
WTIBX vs. AMFIX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, which is greater than AMFIX's maximum drawdown of -9.35%. Use the drawdown chart below to compare losses from any high point for WTIBX and AMFIX.
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Drawdown Indicators
| WTIBX | AMFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -9.35% | -8.37% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -0.74% | -2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -8.91% | -8.81% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | — | — |
Current DrawdownCurrent decline from peak | -2.48% | -0.49% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -2.06% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.15% | +0.78% |
Volatility
WTIBX vs. AMFIX - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.63% compared to AAMA Income Fund (AMFIX) at 0.48%. This indicates that WTIBX's price experiences larger fluctuations and is considered to be riskier than AMFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | AMFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 0.48% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 0.72% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 0.98% | +3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 2.16% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 1.75% | +2.90% |