WTIBX vs. HOBIX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Holbrook Income Fund Class I (HOBIX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. HOBIX is an actively managed fund by Holbrook Holdings. It was launched on Jul 6, 2016.
Performance
WTIBX vs. HOBIX - Performance Comparison
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WTIBX vs. HOBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.28% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% | 8.80% | -0.17% | 4.64% |
HOBIX Holbrook Income Fund Class I | 0.82% | 7.67% | 7.66% | 5.65% | -2.91% | 6.13% | 7.45% | 7.70% | 1.74% | 2.75% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.28% return, which is significantly lower than HOBIX's 0.82% return.
WTIBX
- 1D
- 0.21%
- 1M
- -1.77%
- YTD
- -0.28%
- 6M
- 0.65%
- 1Y
- 4.09%
- 3Y*
- 4.24%
- 5Y*
- 0.80%
- 10Y*
- 2.34%
HOBIX
- 1D
- 0.10%
- 1M
- -0.20%
- YTD
- 0.82%
- 6M
- 2.12%
- 1Y
- 6.18%
- 3Y*
- 7.01%
- 5Y*
- 4.22%
- 10Y*
- —
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WTIBX vs. HOBIX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is lower than HOBIX's 1.05% expense ratio.
Return for Risk
WTIBX vs. HOBIX — Risk / Return Rank
WTIBX
HOBIX
WTIBX vs. HOBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Holbrook Income Fund Class I (HOBIX). 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 | HOBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 3.23 | -2.22 |
Sortino ratioReturn per unit of downside risk | 1.42 | 9.39 | -7.97 |
Omega ratioGain probability vs. loss probability | 1.18 | 3.88 | -2.70 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 8.29 | -6.78 |
Martin ratioReturn relative to average drawdown | 4.81 | 30.92 | -26.10 |
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 | HOBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 3.23 | -2.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 1.61 | -1.47 |
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 | 0.83 | +0.20 |
Correlation
The correlation between WTIBX and HOBIX is 0.24, 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. HOBIX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.82%, less than HOBIX's 5.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.82% | 4.11% | 4.04% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.50% | 3.43% | 3.55% |
HOBIX Holbrook Income Fund Class I | 5.99% | 6.45% | 7.04% | 6.35% | 5.31% | 3.97% | 6.30% | 3.51% | 4.32% | 2.12% | 0.00% | 0.00% |
Drawdowns
WTIBX vs. HOBIX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, smaller than the maximum HOBIX drawdown of -23.52%. Use the drawdown chart below to compare losses from any high point for WTIBX and HOBIX.
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Drawdown Indicators
| WTIBX | HOBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -23.52% | +5.80% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -0.72% | -2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -4.16% | -13.56% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | — | — |
Current DrawdownCurrent decline from peak | -2.27% | -0.20% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -0.99% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.22% | +0.72% |
Volatility
WTIBX vs. HOBIX - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.61% compared to Holbrook Income Fund Class I (HOBIX) at 0.25%. This indicates that WTIBX's price experiences larger fluctuations and is considered to be riskier than HOBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | HOBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 0.25% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 2.59% | 1.57% | +1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 2.09% | +2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 2.64% | +2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 5.78% | -1.13% |