WTLTX vs. SBAPX

Last updated Jun 3, 2026

WTLTX (Segall Bryant & Hamill Quality High Yield Fund) and SBAPX (Segall Bryant & Hamill Short Term Plus Fund) are both mutual funds - WTLTX is a High Yield Bonds fund managed by Segall Bryant & Hamill, while SBAPX is a Short-Term Bond fund managed by Segall Bryant & Hamill. At a 0.41 correlation, their price movements are largely independent. WTLTX charges 0.85%/yr vs 0.68%/yr for SBAPX.

Performance

WTLTX vs. SBAPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Segall Bryant & Hamill Quality High Yield Fund (WTLTX) and Segall Bryant & Hamill Short Term Plus Fund (SBAPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WTLTX

• 1D: 0.00%
• 1M: 0.35%
• YTD: 1.15%
• 6M: 1.62%
• 1Y: 6.08%
• 3Y*: 7.39%
• 5Y*: 3.60%
• 10Y*: 4.68%

SBAPX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WTLTX vs. SBAPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
WTLTX Segall Bryant & Hamill Quality High Yield Fund	1.15%	7.97%	5.53%	12.16%	-9.75%	3.13%	7.31%	12.21%	-1.29%
SBAPX Segall Bryant & Hamill Short Term Plus Fund	0.05%	5.65%	5.17%	5.17%	-1.98%	-0.05%	2.19%	3.62%	0.20%

Correlation

The correlation between WTLTX and SBAPX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.43
Correlation (3Y) Calculated over the trailing 3-year period	0.49
Correlation (5Y) Calculated over the trailing 5-year period	0.45
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018	0.41

Return for Risk

WTLTX vs. SBAPX — Risk / Return Rank

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

WTLTX

WTLTX Risk / Return Rank: 89
WTLTX Sharpe Ratio Rank: 93
WTLTX Sortino Ratio Rank: 94
WTLTX Omega Ratio Rank: 95
WTLTX Calmar Ratio Rank: 76
WTLTX Martin Ratio Rank: 88

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.

WTLTX vs. SBAPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Quality High Yield Fund (WTLTX) and Segall Bryant & Hamill Short Term Plus Fund (SBAPX). 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	SBAPX	Difference
Sharpe ratio Return per unit of total volatility	3.13	—	—
Sortino ratio Return per unit of downside risk	4.97	—	—
Omega ratio Gain probability vs. loss probability	1.77	—	—
Calmar ratio Return relative to maximum drawdown	3.46	—	—
Martin ratio Return relative to average drawdown	16.92	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	WTLTX	SBAPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.13	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.84	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.04	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.09	—	—

Drawdowns

Drawdown Indicators

	WTLTX	SBAPX	Difference
Max Drawdown Largest peak-to-trough decline	-38.46%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-1.76%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-3.12%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-13.35%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-16.97%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-3.26%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.36%	—	—

Volatility

Volatility by Period

	WTLTX	SBAPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.55%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.41%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.96%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.32%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.50%	—	—

WTLTX vs. SBAPX - Expense Ratio Comparison

WTLTX has a 0.85% expense ratio, which is higher than SBAPX's 0.68% expense ratio.

Dividends

WTLTX vs. SBAPX - Dividend Comparison

WTLTX's dividend yield for the trailing twelve months is around 4.10%, more than SBAPX's 3.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SBAPX Segall Bryant & Hamill Short Term Plus Fund	3.72%	4.70%	4.24%	2.48%	0.93%	0.84%	1.65%	2.65%	0.00%	0.00%	0.00%	0.00%
WTLTX Segall Bryant & Hamill Quality High Yield Fund	4.10%	4.09%	4.21%	4.26%	4.23%	3.41%	3.88%	4.88%	4.76%	4.55%	4.51%	5.33%

Frequently Asked Questions

Can I hold both WTLTX and SBAPX in my portfolio?

WTLTX and SBAPX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.