WTIBX vs. SBAPX

Last updated Jun 4, 2026

WTIBX (Segall Bryant & Hamill Plus Bond Fund) and SBAPX (Segall Bryant & Hamill Short Term Plus Fund) are both mutual funds - WTIBX is a Intermediate Core-Plus Bond fund managed by Segall Bryant & Hamill, while SBAPX is a Short-Term Bond fund managed by Segall Bryant & Hamill. A 0.59 correlation means they provide meaningful diversification when combined. WTIBX charges 0.55%/yr vs 0.68%/yr for SBAPX.

Performance

WTIBX vs. SBAPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Segall Bryant & Hamill Short Term Plus Fund (SBAPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WTIBX

• 1D: 0.11%
• 1M: 0.56%
• YTD: 0.53%
• 6M: 0.45%
• 1Y: 5.99%
• 3Y*: 4.67%
• 5Y*: 0.79%
• 10Y*: 2.26%

SBAPX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTIBX vs. SBAPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
WTIBX Segall Bryant & Hamill Plus Bond Fund	0.53%	7.38%	1.99%	7.47%	-13.13%	-0.58%	8.49%	8.80%	0.68%
SBAPX Segall Bryant & Hamill Short Term Plus Fund	0.05%	5.65%	5.17%	5.17%	-1.98%	-0.05%	2.19%	3.62%	0.20%

Correlation

The correlation between WTIBX and SBAPX is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.66
Correlation (3Y) Calculated over the trailing 3-year period	0.67
Correlation (5Y) Calculated over the trailing 5-year period	0.67
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018	0.59

The correlation between WTIBX and SBAPX has been stable across timeframes, ranging from 0.59 to 0.67 - a consistent structural relationship.

Return for Risk

WTIBX vs. SBAPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTIBX

WTIBX Risk / Return Rank: 29
WTIBX Sharpe Ratio Rank: 30
WTIBX Sortino Ratio Rank: 31
WTIBX Omega Ratio Rank: 29
WTIBX Calmar Ratio Rank: 29
WTIBX Martin Ratio Rank: 25

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio: Return per unit of total volatility	1.57	—	—
Sortino ratio: Return per unit of downside risk	2.34	—	—
Omega ratio: Gain probability vs. loss probability	1.29	—	—
Calmar ratio: Return relative to maximum drawdown	2.02	—	—
Martin ratio: Return relative to average drawdown	6.26	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	WTIBX	SBAPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.57	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.14	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.49	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.03	—	—

Drawdowns

Drawdown Indicators

	WTIBX	SBAPX	Difference
Max Drawdown Largest peak-to-trough decline	-17.72%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-2.97%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-5.83%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-17.72%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-17.72%	—	—
Current Drawdown Current decline from peak	-1.49%	—	—
Average Drawdown Average peak-to-trough decline	-1.95%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.96%	—	—

Volatility

Volatility by Period

	WTIBX	SBAPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.39%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.75%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.85%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.64%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.67%	—	—

WTIBX vs. SBAPX - Expense Ratio Comparison

WTIBX has a 0.55% expense ratio, which is lower than SBAPX's 0.68% expense ratio.

Dividends

WTIBX vs. SBAPX - Dividend Comparison

WTIBX's dividend yield for the trailing twelve months is around 4.14%, more than SBAPX's 3.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SBAPX Segall Bryant & Hamill Short Term Plus Fund	3.72%	4.70%	4.24%	2.48%	0.93%	0.84%	1.65%	2.65%	0.00%	0.00%	0.00%	0.00%
WTIBX Segall Bryant & Hamill Plus Bond Fund	4.14%	4.11%	4.04%	3.66%	3.23%	3.08%	3.95%	3.95%	3.55%	3.50%	3.43%	3.55%

Frequently Asked Questions

Can I hold both WTIBX and SBAPX in my portfolio?

WTIBX and SBAPX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.