WTIBX vs. SMTRX

Last updated Jul 11, 2026

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 0.89 suggests significant overlap in exposure. WTIBX charges 0.55%/yr vs 0.99%/yr for SMTRX.

Performance

WTIBX vs. SMTRX - Performance Comparison

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

Returns By Period

WTIBX

• 1D: 0.11%
• 1M: -0.20%
• 6M: -0.09%
• YTD: 0.33%
• 1Y: 4.52%
• 3Y*: 4.91%
• 5Y*: 0.45%
• 10Y*: 2.06%

SMTRX

• 1D: 0.10%
• 1M: -0.17%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WTIBX vs. SMTRX - Yearly Performance Comparison

	2026 (YTD)
WTIBX Segall Bryant & Hamill Plus Bond Fund	0.12%
SMTRX ALPS/Smith Total Return Bond Fund	-0.17%

Correlation

The correlation between WTIBX and SMTRX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.89

Return for Risk

WTIBX vs. SMTRX — Risk / Return Rank

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

WTIBX

WTIBX Risk / Return Rank: 24
WTIBX Sharpe Ratio Rank: 25
WTIBX Sortino Ratio Rank: 26
WTIBX Omega Ratio Rank: 24
WTIBX Calmar Ratio Rank: 24
WTIBX Martin Ratio Rank: 21

SMTRX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. 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 ratio: Return per unit of total volatility	1.08	—	—
Sortino ratio: Return per unit of downside risk	1.58	—	—
Omega ratio: Gain probability vs. loss probability	1.19	—	—
Calmar ratio: Return relative to maximum drawdown	1.38	—	—
Martin ratio: Return relative to average drawdown	3.87	—	—

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 -1.03%. Use the drawdown chart below to compare losses from any high point for WTIBX and SMTRX.

Drawdown Indicators

	WTIBX	SMTRX	Difference
Max Drawdown Largest peak-to-trough decline	-17.72%	-1.03%	-16.69%
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	-1.68%	-0.93%	-0.75%
Average Drawdown Average peak-to-trough decline	-1.95%	-0.28%	-1.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.05%	—	—

Volatility

Volatility by Period

	WTIBX	SMTRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.26%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.93%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.82%	3.88%	-0.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.66%	3.88%	+1.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.67%	3.88%	+0.79%

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 4.15%, more than SMTRX's 0.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SMTRX ALPS/Smith Total Return Bond Fund	0.72%	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	4.15%	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 SMTRX in my portfolio?

WTIBX and SMTRX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.