WTIBX vs. SMTRX
WTIBX (Segall Bryant & Hamill Plus Bond Fund) and SMTRX (ALPS/Smith Total Return Bond Fund) are both Intermediate Core-Plus Bond funds. Their correlation of 0.91 means they have usually moved in the same direction. WTIBX charges 0.55%/yr vs 0.99%/yr for SMTRX.
Performance
WTIBX vs. SMTRX - Performance Comparison
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Returns By Period
WTIBX
- 1D
- 0.11%
- 1M
- -0.93%
- 6M
- -0.52%
- YTD
- -0.17%
- 1Y
- 2.64%
- 3Y*
- 4.36%
- 5Y*
- 0.24%
- 10Y*
- 2.02%
- ALL TIME*
- 3.95%
SMTRX
- 1D
- 0.15%
- 1M
- -1.10%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WTIBX vs. SMTRX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.38% |
SMTRX ALPS/Smith Total Return Bond Fund | -0.86% |
Correlation
The correlation between WTIBX and SMTRX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 28, 2026 | 0.91 |
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Return for Risk
WTIBX vs. SMTRX — Risk / Return Rank
WTIBX
SMTRX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WTIBX vs. SMTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and ALPS/Smith Total Return Bond Fund (SMTRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTIBX | SMTRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.16 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | — | — |
| Martin ratioReturn relative to average drawdown | 2.94 | — | — |
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Drawdowns
WTIBX vs. SMTRX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, which is greater than SMTRX's maximum drawdown of -1.76%. Use the drawdown chart below to compare losses from any high point for WTIBX and SMTRX.
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Drawdown Indicators
| WTIBX | SMTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -1.76% | -15.96% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -4.81% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | — | — |
Current DrawdownCurrent decline from peak | -2.17% | -1.61% | -0.56% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -0.65% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | — | — |
Volatility
WTIBX vs. SMTRX - Volatility Comparison
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Volatility by Period
| WTIBX | SMTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.06% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.00% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.81% | 3.79% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.66% | 3.79% | +1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.68% | 3.79% | +0.89% |
WTIBX vs. SMTRX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is lower than SMTRX's 0.99% expense ratio.
Dividends
WTIBX vs. SMTRX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 4.19%, more than SMTRX's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMTRX ALPS/Smith Total Return Bond Fund | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTIBX Segall Bryant & Hamill Plus Bond Fund | 4.19% | 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
With a correlation of 0.91, WTIBX and SMTRX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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