WTIBX vs. TGRNX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and TIAA-CREF Green Bond Fund (TGRNX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. TGRNX is managed by TIAA Investments. It was launched on Nov 16, 2018.
Performance
WTIBX vs. TGRNX - Performance Comparison
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WTIBX vs. TGRNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.28% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% | 8.80% | 1.47% |
TGRNX TIAA-CREF Green Bond Fund | -0.50% | 6.76% | 3.08% | 5.73% | -13.43% | -0.60% | 8.57% | 9.15% | 1.43% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.28% return, which is significantly higher than TGRNX's -0.50% return.
WTIBX
- 1D
- 0.21%
- 1M
- -1.77%
- YTD
- -0.28%
- 6M
- 0.65%
- 1Y
- 4.09%
- 3Y*
- 4.24%
- 5Y*
- 0.80%
- 10Y*
- 2.34%
TGRNX
- 1D
- 0.22%
- 1M
- -1.51%
- YTD
- -0.50%
- 6M
- 0.25%
- 1Y
- 3.91%
- 3Y*
- 3.90%
- 5Y*
- 0.40%
- 10Y*
- —
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WTIBX vs. TGRNX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is higher than TGRNX's 0.45% expense ratio.
Return for Risk
WTIBX vs. TGRNX — Risk / Return Rank
WTIBX
TGRNX
WTIBX vs. TGRNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and TIAA-CREF Green Bond Fund (TGRNX). 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 | TGRNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.25 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.83 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.02 | -0.50 |
Martin ratioReturn relative to average drawdown | 4.81 | 7.18 | -2.37 |
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 | TGRNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.25 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.08 | +0.06 |
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 | 0.51 | +0.51 |
Correlation
The correlation between WTIBX and TGRNX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WTIBX vs. TGRNX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.82%, less than TGRNX's 3.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.82% | 4.11% | 4.04% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.50% | 3.43% | 3.55% |
TGRNX TIAA-CREF Green Bond Fund | 3.97% | 4.31% | 4.48% | 3.30% | 2.69% | 2.76% | 4.20% | 4.38% | 0.43% | 0.00% | 0.00% | 0.00% |
Drawdowns
WTIBX vs. TGRNX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, roughly equal to the maximum TGRNX drawdown of -17.85%. Use the drawdown chart below to compare losses from any high point for WTIBX and TGRNX.
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Drawdown Indicators
| WTIBX | TGRNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -17.85% | +0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -2.47% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -17.85% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | — | — |
Current DrawdownCurrent decline from peak | -2.27% | -1.94% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -5.32% | +3.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.69% | +0.25% |
Volatility
WTIBX vs. TGRNX - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.61% compared to TIAA-CREF Green Bond Fund (TGRNX) at 1.13%. This indicates that WTIBX's price experiences larger fluctuations and is considered to be riskier than TGRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | TGRNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.13% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 2.59% | 2.06% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 3.36% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 4.82% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 4.84% | -0.19% |