WTIBX vs. SBSIX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Segall Bryant & Hamill International Small Cap Fund (SBSIX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. SBSIX is managed by Segall Bryant & Hamill. It was launched on May 30, 2011.
Performance
WTIBX vs. SBSIX - Performance Comparison
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WTIBX vs. SBSIX - 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% |
SBSIX Segall Bryant & Hamill International Small Cap Fund | -3.56% | 47.51% | 7.80% | 17.25% | -13.17% | 13.16% | -5.35% | 16.73% | -23.71% | 28.83% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.49% return, which is significantly higher than SBSIX's -3.56% return. Over the past 10 years, WTIBX has underperformed SBSIX with an annualized return of 2.32%, while SBSIX has yielded a comparatively higher 7.47% 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%
SBSIX
- 1D
- -0.55%
- 1M
- -12.48%
- YTD
- -3.56%
- 6M
- 2.14%
- 1Y
- 31.31%
- 3Y*
- 19.33%
- 5Y*
- 10.32%
- 10Y*
- 7.47%
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WTIBX vs. SBSIX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is lower than SBSIX's 1.03% expense ratio.
Return for Risk
WTIBX vs. SBSIX — Risk / Return Rank
WTIBX
SBSIX
WTIBX vs. SBSIX - 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 International Small Cap Fund (SBSIX). 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 | SBSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.99 | -0.98 |
Sortino ratioReturn per unit of downside risk | 1.42 | 2.50 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.39 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 2.30 | -0.68 |
Martin ratioReturn relative to average drawdown | 5.23 | 9.74 | -4.51 |
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 | SBSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.99 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.67 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.45 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.49 | +0.54 |
Correlation
The correlation between WTIBX and SBSIX is 0.04, 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. SBSIX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.83%, less than SBSIX's 5.32% 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% |
SBSIX Segall Bryant & Hamill International Small Cap Fund | 5.32% | 5.19% | 8.44% | 4.78% | 4.85% | 5.56% | 1.61% | 4.42% | 2.75% | 5.36% | 1.84% | 2.06% |
Drawdowns
WTIBX vs. SBSIX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, smaller than the maximum SBSIX drawdown of -52.51%. Use the drawdown chart below to compare losses from any high point for WTIBX and SBSIX.
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Drawdown Indicators
| WTIBX | SBSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -52.51% | +34.79% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -12.48% | +9.48% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -29.87% | +12.15% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | -52.51% | +34.79% |
Current DrawdownCurrent decline from peak | -2.48% | -12.48% | +10.00% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -11.21% | +9.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 2.95% | -2.02% |
Volatility
WTIBX vs. SBSIX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Plus Bond Fund (WTIBX) is 1.63%, while Segall Bryant & Hamill International Small Cap Fund (SBSIX) has a volatility of 5.58%. This indicates that WTIBX experiences smaller price fluctuations and is considered to be less risky than SBSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | SBSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 5.58% | -3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 9.65% | -7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 14.98% | -10.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 15.46% | -9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 16.66% | -12.01% |