WTIBX vs. WTLTX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Segall Bryant & Hamill Quality High Yield Fund (WTLTX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. WTLTX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988.
Performance
WTIBX vs. WTLTX - Performance Comparison
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WTIBX vs. WTLTX - 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% |
WTLTX Segall Bryant & Hamill Quality High Yield Fund | -1.02% | 7.97% | 5.53% | 12.16% | -9.75% | 3.13% | 7.31% | 12.21% | -2.19% | 6.19% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.49% return, which is significantly higher than WTLTX's -1.02% return. Over the past 10 years, WTIBX has underperformed WTLTX with an annualized return of 2.32%, while WTLTX has yielded a comparatively higher 4.83% 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%
WTLTX
- 1D
- 0.23%
- 1M
- -1.89%
- YTD
- -1.02%
- 6M
- 0.56%
- 1Y
- 5.03%
- 3Y*
- 7.05%
- 5Y*
- 3.41%
- 10Y*
- 4.83%
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WTIBX vs. WTLTX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is lower than WTLTX's 0.85% expense ratio.
Return for Risk
WTIBX vs. WTLTX — Risk / Return Rank
WTIBX
WTLTX
WTIBX vs. WTLTX - 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 Quality High Yield Fund (WTLTX). 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 | WTLTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.85 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.42 | 2.44 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.46 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.95 | -0.33 |
Martin ratioReturn relative to average drawdown | 5.23 | 9.20 | -3.97 |
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 | WTLTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.85 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.79 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 1.07 | -0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 1.08 | -0.05 |
Correlation
The correlation between WTIBX and WTLTX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WTIBX vs. WTLTX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.83%, which matches WTLTX's 3.80% 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% |
WTLTX Segall Bryant & Hamill Quality High Yield Fund | 3.80% | 4.09% | 4.21% | 4.26% | 4.23% | 3.41% | 3.88% | 4.88% | 4.76% | 4.55% | 4.51% | 5.33% |
Drawdowns
WTIBX vs. WTLTX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, smaller than the maximum WTLTX drawdown of -38.46%. Use the drawdown chart below to compare losses from any high point for WTIBX and WTLTX.
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Drawdown Indicators
| WTIBX | WTLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -38.46% | +20.74% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -2.51% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -13.35% | -4.37% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | -16.97% | -0.75% |
Current DrawdownCurrent decline from peak | -2.48% | -1.89% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -3.27% | +1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.53% | +0.40% |
Volatility
WTIBX vs. WTLTX - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.63% compared to Segall Bryant & Hamill Quality High Yield Fund (WTLTX) at 1.07%. This indicates that WTIBX's price experiences larger fluctuations and is considered to be riskier than WTLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | WTLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.07% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 1.53% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 2.74% | +1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 4.33% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 4.52% | +0.13% |