WTLTX vs. RPHIX
Compare and contrast key facts about Segall Bryant & Hamill Quality High Yield Fund (WTLTX) and RiverPark Short Term High Yield Fund (RPHIX).
WTLTX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. RPHIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.
Performance
WTLTX vs. RPHIX - Performance Comparison
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WTLTX vs. RPHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
RPHIX RiverPark Short Term High Yield Fund | 1.02% | 4.76% | 6.71% | 5.87% | 2.97% | 2.05% | 1.95% | 2.77% | 2.44% | 2.50% |
Returns By Period
In the year-to-date period, WTLTX achieves a -1.02% return, which is significantly lower than RPHIX's 1.02% return. Over the past 10 years, WTLTX has outperformed RPHIX with an annualized return of 4.83%, while RPHIX has yielded a comparatively lower 3.51% annualized return.
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%
RPHIX
- 1D
- 0.10%
- 1M
- 0.41%
- YTD
- 1.02%
- 6M
- 2.21%
- 1Y
- 4.74%
- 3Y*
- 5.70%
- 5Y*
- 4.56%
- 10Y*
- 3.51%
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WTLTX vs. RPHIX - Expense Ratio Comparison
WTLTX has a 0.85% expense ratio, which is lower than RPHIX's 0.89% expense ratio.
Return for Risk
WTLTX vs. RPHIX — Risk / Return Rank
WTLTX
RPHIX
WTLTX vs. RPHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Quality High Yield Fund (WTLTX) and RiverPark Short Term High Yield Fund (RPHIX). 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 | RPHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 5.05 | -3.20 |
Sortino ratioReturn per unit of downside risk | 2.44 | 10.09 | -7.64 |
Omega ratioGain probability vs. loss probability | 1.46 | 3.43 | -1.97 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 11.50 | -9.55 |
Martin ratioReturn relative to average drawdown | 9.20 | 85.12 | -75.92 |
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 | RPHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 5.05 | -3.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 3.63 | -2.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | 2.94 | -1.87 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 2.94 | -1.86 |
Correlation
The correlation between WTLTX and RPHIX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WTLTX vs. RPHIX - Dividend Comparison
WTLTX's dividend yield for the trailing twelve months is around 3.80%, less than RPHIX's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RPHIX RiverPark Short Term High Yield Fund | 4.10% | 4.76% | 6.40% | 5.08% | 3.46% | 2.03% | 2.44% | 2.85% | 2.83% | 2.68% | 2.63% | 3.19% |
Drawdowns
WTLTX vs. RPHIX - Drawdown Comparison
The maximum WTLTX drawdown since its inception was -38.46%, which is greater than RPHIX's maximum drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for WTLTX and RPHIX.
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Drawdown Indicators
| WTLTX | RPHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.46% | -3.16% | -35.30% |
Max Drawdown (1Y)Largest decline over 1 year | -2.51% | -0.41% | -2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -13.35% | -0.92% | -12.43% |
Max Drawdown (10Y)Largest decline over 10 years | -16.97% | -3.16% | -13.81% |
Current DrawdownCurrent decline from peak | -1.89% | 0.00% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -0.09% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.53% | 0.06% | +0.47% |
Volatility
WTLTX vs. RPHIX - Volatility Comparison
Segall Bryant & Hamill Quality High Yield Fund (WTLTX) has a higher volatility of 1.07% compared to RiverPark Short Term High Yield Fund (RPHIX) at 0.24%. This indicates that WTLTX's price experiences larger fluctuations and is considered to be riskier than RPHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTLTX | RPHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 0.24% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 1.53% | 0.62% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.74% | 0.97% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.33% | 1.26% | +3.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.52% | 1.20% | +3.32% |