WTIBX vs. LMSMX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Western Asset SMASh Series M Fund (LMSMX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. LMSMX is managed by Legg Mason. It was launched on Dec 27, 2006.
Performance
WTIBX vs. LMSMX - Performance Comparison
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WTIBX vs. LMSMX - 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% | 4.34% |
LMSMX Western Asset SMASh Series M Fund | 0.56% | 12.15% | -1.72% | 5.13% | -23.44% | -2.32% | 12.86% | 7.71% | 1.46% | 5.52% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.28% return, which is significantly lower than LMSMX's 0.56% 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%
LMSMX
- 1D
- 0.38%
- 1M
- -1.28%
- YTD
- 0.56%
- 6M
- 2.13%
- 1Y
- 7.08%
- 3Y*
- 3.86%
- 5Y*
- -1.85%
- 10Y*
- —
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WTIBX vs. LMSMX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is higher than LMSMX's 0.00% expense ratio.
Return for Risk
WTIBX vs. LMSMX — Risk / Return Rank
WTIBX
LMSMX
WTIBX vs. LMSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Western Asset SMASh Series M Fund (LMSMX). 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 | LMSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.10 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.64 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.61 | -0.09 |
Martin ratioReturn relative to average drawdown | 4.81 | 5.40 | -0.59 |
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 | LMSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.10 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | -0.18 | +0.32 |
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 | 0.17 | +0.86 |
Correlation
The correlation between WTIBX and LMSMX is 0.85, 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. LMSMX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.82%, less than LMSMX's 4.38% 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% |
LMSMX Western Asset SMASh Series M Fund | 4.38% | 4.20% | 5.24% | 4.68% | 3.40% | 3.78% | 6.84% | 7.19% | 3.18% | 3.24% | 0.00% | 0.00% |
Drawdowns
WTIBX vs. LMSMX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, smaller than the maximum LMSMX drawdown of -30.76%. Use the drawdown chart below to compare losses from any high point for WTIBX and LMSMX.
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Drawdown Indicators
| WTIBX | LMSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -30.76% | +13.04% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -4.83% | +1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -30.18% | +12.46% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | — | — |
Current DrawdownCurrent decline from peak | -2.27% | -13.02% | +10.75% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -10.07% | +8.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 1.44% | -0.50% |
Volatility
WTIBX vs. LMSMX - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.61% compared to Western Asset SMASh Series M Fund (LMSMX) at 1.52%. This indicates that WTIBX's price experiences larger fluctuations and is considered to be riskier than LMSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | LMSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.52% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.59% | 2.47% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 6.95% | -2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 10.39% | -4.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 8.22% | -3.57% |