WTIBX vs. DBLTX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and DoubleLine Total Return Bond Fund Class I (DBLTX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. DBLTX is managed by DoubleLine. It was launched on Apr 6, 2010.
Performance
WTIBX vs. DBLTX - Performance Comparison
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WTIBX vs. DBLTX - 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% |
DBLTX DoubleLine Total Return Bond Fund Class I | -0.20% | 8.05% | 3.08% | 5.34% | -12.56% | 0.24% | 4.13% | 5.81% | 1.76% | 3.80% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.49% return, which is significantly lower than DBLTX's -0.20% return. Over the past 10 years, WTIBX has outperformed DBLTX with an annualized return of 2.32%, while DBLTX has yielded a comparatively lower 1.83% 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%
DBLTX
- 1D
- 0.57%
- 1M
- -2.21%
- YTD
- -0.20%
- 6M
- 1.11%
- 1Y
- 4.50%
- 3Y*
- 4.26%
- 5Y*
- 0.83%
- 10Y*
- 1.83%
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WTIBX vs. DBLTX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is higher than DBLTX's 0.50% expense ratio.
Return for Risk
WTIBX vs. DBLTX — Risk / Return Rank
WTIBX
DBLTX
WTIBX vs. DBLTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and DoubleLine Total Return Bond Fund Class I (DBLTX). 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 | DBLTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.12 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.62 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.84 | -0.21 |
Martin ratioReturn relative to average drawdown | 5.23 | 5.47 | -0.24 |
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 | DBLTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.12 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.15 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.42 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.92 | +0.11 |
Correlation
The correlation between WTIBX and DBLTX is 0.87, 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. DBLTX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.83%, less than DBLTX's 4.43% 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% |
DBLTX DoubleLine Total Return Bond Fund Class I | 4.43% | 4.86% | 5.03% | 4.35% | 3.86% | 3.12% | 3.39% | 3.66% | 3.74% | 3.65% | 3.72% | 4.11% |
Drawdowns
WTIBX vs. DBLTX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, which is greater than DBLTX's maximum drawdown of -16.49%. Use the drawdown chart below to compare losses from any high point for WTIBX and DBLTX.
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Drawdown Indicators
| WTIBX | DBLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -16.49% | -1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -2.88% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -16.49% | -1.23% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | -16.49% | -1.23% |
Current DrawdownCurrent decline from peak | -2.48% | -2.21% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -2.38% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.97% | -0.04% |
Volatility
WTIBX vs. DBLTX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Plus Bond Fund (WTIBX) is 1.63%, while DoubleLine Total Return Bond Fund Class I (DBLTX) has a volatility of 1.74%. This indicates that WTIBX experiences smaller price fluctuations and is considered to be less risky than DBLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | DBLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.74% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 2.64% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 4.23% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 5.56% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 4.38% | +0.27% |