WTIBX vs. BCPIX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Brandes Core Plus Fixed Income Fund (BCPIX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. BCPIX is managed by Brandes. It was launched on Dec 28, 2007.
Performance
WTIBX vs. BCPIX - Performance Comparison
Loading graphics...
WTIBX vs. BCPIX - 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% |
BCPIX Brandes Core Plus Fixed Income Fund | -0.55% | 6.71% | 1.98% | 6.70% | -10.78% | -0.34% | 5.77% | 6.65% | -0.45% | 2.74% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.49% return, which is significantly higher than BCPIX's -0.55% return. Over the past 10 years, WTIBX has outperformed BCPIX with an annualized return of 2.32%, while BCPIX has yielded a comparatively lower 1.90% 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%
BCPIX
- 1D
- 0.48%
- 1M
- -2.11%
- YTD
- -0.55%
- 6M
- 0.36%
- 1Y
- 3.41%
- 3Y*
- 3.73%
- 5Y*
- 0.90%
- 10Y*
- 1.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WTIBX vs. BCPIX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is higher than BCPIX's 0.30% expense ratio.
Return for Risk
WTIBX vs. BCPIX — Risk / Return Rank
WTIBX
BCPIX
WTIBX vs. BCPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Brandes Core Plus Fixed Income Fund (BCPIX). 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 | BCPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.99 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.44 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.71 | -0.08 |
Martin ratioReturn relative to average drawdown | 5.23 | 5.12 | +0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WTIBX | BCPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.99 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.18 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.46 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.33 | +0.70 |
Correlation
The correlation between WTIBX and BCPIX is 0.84, 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. BCPIX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.83%, less than BCPIX's 4.10% 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% |
BCPIX Brandes Core Plus Fixed Income Fund | 4.10% | 4.32% | 3.67% | 2.91% | 2.54% | 1.89% | 1.76% | 2.77% | 2.90% | 2.49% | 2.84% | 2.72% |
Drawdowns
WTIBX vs. BCPIX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, smaller than the maximum BCPIX drawdown of -22.43%. Use the drawdown chart below to compare losses from any high point for WTIBX and BCPIX.
Loading graphics...
Drawdown Indicators
| WTIBX | BCPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -22.43% | +4.71% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -2.58% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -15.19% | -2.53% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | -15.19% | -2.53% |
Current DrawdownCurrent decline from peak | -2.48% | -2.11% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -4.28% | +2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.86% | +0.07% |
Volatility
WTIBX vs. BCPIX - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.63% compared to Brandes Core Plus Fixed Income Fund (BCPIX) at 1.42%. This indicates that WTIBX's price experiences larger fluctuations and is considered to be riskier than BCPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WTIBX | BCPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.42% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 2.36% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 3.97% | +0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 5.06% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 4.16% | +0.49% |