WTLTX vs. CRDOX
Compare and contrast key facts about Segall Bryant & Hamill Quality High Yield Fund (WTLTX) and Six Circles Credit Opportunities Fund (CRDOX).
WTLTX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. CRDOX is managed by Six Circles. It was launched on Nov 22, 2020.
Performance
WTLTX vs. CRDOX - Performance Comparison
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WTLTX vs. CRDOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WTLTX Segall Bryant & Hamill Quality High Yield Fund | -0.69% | 7.97% | 5.53% | 12.16% | -9.75% | 3.13% | 1.50% |
CRDOX Six Circles Credit Opportunities Fund | -1.45% | 7.48% | 8.69% | 8.06% | -10.62% | 2.66% | 1.71% |
Returns By Period
In the year-to-date period, WTLTX achieves a -0.69% return, which is significantly higher than CRDOX's -1.45% return.
WTLTX
- 1D
- 0.34%
- 1M
- -1.45%
- YTD
- -0.69%
- 6M
- 0.78%
- 1Y
- 5.27%
- 3Y*
- 7.17%
- 5Y*
- 3.43%
- 10Y*
- 4.86%
CRDOX
- 1D
- 0.34%
- 1M
- -2.43%
- YTD
- -1.45%
- 6M
- 0.10%
- 1Y
- 6.40%
- 3Y*
- 6.56%
- 5Y*
- 2.70%
- 10Y*
- —
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WTLTX vs. CRDOX - Expense Ratio Comparison
WTLTX has a 0.85% expense ratio, which is higher than CRDOX's 0.29% expense ratio.
Return for Risk
WTLTX vs. CRDOX — Risk / Return Rank
WTLTX
CRDOX
WTLTX vs. CRDOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Quality High Yield Fund (WTLTX) and Six Circles Credit Opportunities Fund (CRDOX). 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.
| WTLTX | CRDOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 2.04 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.61 | 2.80 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.47 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.81 | +0.34 |
Martin ratioReturn relative to average drawdown | 9.93 | 8.08 | +1.85 |
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
| WTLTX | CRDOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 2.04 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.66 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.08 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.72 | +0.37 |
Correlation
The correlation between WTLTX and CRDOX is 0.78, 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
WTLTX vs. CRDOX - Dividend Comparison
WTLTX's dividend yield for the trailing twelve months is around 3.79%, less than CRDOX's 6.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTLTX Segall Bryant & Hamill Quality High Yield Fund | 3.79% | 4.09% | 4.21% | 4.26% | 4.23% | 3.41% | 3.88% | 4.88% | 4.76% | 4.55% | 4.51% | 5.33% |
CRDOX Six Circles Credit Opportunities Fund | 6.34% | 5.18% | 6.96% | 6.86% | 5.82% | 2.73% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WTLTX vs. CRDOX - Drawdown Comparison
The maximum WTLTX drawdown since its inception was -38.46%, which is greater than CRDOX's maximum drawdown of -15.92%. Use the drawdown chart below to compare losses from any high point for WTLTX and CRDOX.
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Drawdown Indicators
| WTLTX | CRDOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.46% | -15.92% | -22.54% |
Max Drawdown (1Y)Largest decline over 1 year | -2.51% | -3.14% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -13.35% | -15.92% | +2.57% |
Max Drawdown (10Y)Largest decline over 10 years | -16.97% | — | — |
Current DrawdownCurrent decline from peak | -1.56% | -2.81% | +1.25% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -3.63% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 0.70% | -0.16% |
Volatility
WTLTX vs. CRDOX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Quality High Yield Fund (WTLTX) is 1.15%, while Six Circles Credit Opportunities Fund (CRDOX) has a volatility of 1.44%. This indicates that WTLTX experiences smaller price fluctuations and is considered to be less risky than CRDOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTLTX | CRDOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 1.44% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 1.57% | 2.19% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.75% | 3.28% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.33% | 4.11% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.52% | 4.04% | +0.48% |