WTIBX vs. SBAPX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Segall Bryant & Hamill Short Term Plus Fund (SBAPX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. SBAPX is managed by Segall Bryant & Hamill. It was launched on Dec 14, 2018.
Performance
WTIBX vs. SBAPX - Performance Comparison
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WTIBX vs. SBAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.49% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% | 8.80% | 0.68% |
SBAPX Segall Bryant & Hamill Short Term Plus Fund | -0.22% | 5.65% | 5.17% | 5.17% | -1.98% | -0.05% | 2.19% | 3.62% | 0.20% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.49% return, which is significantly lower than SBAPX's -0.22% 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%
SBAPX
- 1D
- 0.10%
- 1M
- -0.98%
- YTD
- -0.22%
- 6M
- 0.94%
- 1Y
- 3.88%
- 3Y*
- 4.81%
- 5Y*
- 2.70%
- 10Y*
- —
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WTIBX vs. SBAPX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is lower than SBAPX's 0.68% expense ratio.
Return for Risk
WTIBX vs. SBAPX — Risk / Return Rank
WTIBX
SBAPX
WTIBX vs. SBAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Segall Bryant & Hamill Short Term Plus Fund (SBAPX). 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 | SBAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 2.85 | -1.85 |
Sortino ratioReturn per unit of downside risk | 1.42 | 4.18 | -2.75 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.71 | -0.53 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 3.79 | -2.16 |
Martin ratioReturn relative to average drawdown | 5.23 | 22.47 | -17.24 |
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 | SBAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 2.85 | -1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 1.89 | -1.74 |
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 | 1.77 | -0.74 |
Correlation
The correlation between WTIBX and SBAPX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WTIBX vs. SBAPX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.83%, less than SBAPX's 4.34% 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% |
SBAPX Segall Bryant & Hamill Short Term Plus Fund | 4.34% | 4.70% | 4.24% | 2.48% | 0.93% | 0.84% | 1.65% | 2.65% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WTIBX vs. SBAPX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, which is greater than SBAPX's maximum drawdown of -5.11%. Use the drawdown chart below to compare losses from any high point for WTIBX and SBAPX.
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Drawdown Indicators
| WTIBX | SBAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -5.11% | -12.61% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -1.08% | -1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -3.81% | -13.91% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | — | — |
Current DrawdownCurrent decline from peak | -2.48% | -0.98% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -0.60% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.18% | +0.75% |
Volatility
WTIBX vs. SBAPX - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.63% compared to Segall Bryant & Hamill Short Term Plus Fund (SBAPX) at 0.58%. This indicates that WTIBX's price experiences larger fluctuations and is considered to be riskier than SBAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | SBAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 0.58% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 0.88% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 1.37% | +2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 1.43% | +4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 1.52% | +3.13% |