WTLTX vs. SBEMX
Compare and contrast key facts about Segall Bryant & Hamill Quality High Yield Fund (WTLTX) and Segall Bryant & Hamill Emerging Markets Fund (SBEMX).
WTLTX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. SBEMX is managed by Segall Bryant & Hamill. It was launched on Jun 29, 2011.
Performance
WTLTX vs. SBEMX - Performance Comparison
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WTLTX vs. SBEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTLTX Segall Bryant & Hamill Quality High Yield Fund | -0.69% | 7.97% | 5.53% | 12.16% | -9.75% | 3.13% | 7.31% | 12.21% | -2.19% | 6.19% |
SBEMX Segall Bryant & Hamill Emerging Markets Fund | 4.32% | 35.14% | 13.83% | 20.64% | -16.04% | 5.46% | 7.17% | 18.83% | -17.07% | 36.08% |
Returns By Period
In the year-to-date period, WTLTX achieves a -0.69% return, which is significantly lower than SBEMX's 4.32% return. Over the past 10 years, WTLTX has underperformed SBEMX with an annualized return of 4.86%, while SBEMX has yielded a comparatively higher 10.39% annualized 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%
SBEMX
- 1D
- 3.01%
- 1M
- -8.61%
- YTD
- 4.32%
- 6M
- 9.70%
- 1Y
- 35.40%
- 3Y*
- 22.25%
- 5Y*
- 9.49%
- 10Y*
- 10.39%
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WTLTX vs. SBEMX - Expense Ratio Comparison
WTLTX has a 0.85% expense ratio, which is lower than SBEMX's 1.23% expense ratio.
Return for Risk
WTLTX vs. SBEMX — Risk / Return Rank
WTLTX
SBEMX
WTLTX vs. SBEMX - 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 Emerging Markets Fund (SBEMX). 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 | SBEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 2.12 | -0.16 |
Sortino ratioReturn per unit of downside risk | 2.61 | 2.68 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.42 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 2.63 | -0.48 |
Martin ratioReturn relative to average drawdown | 9.93 | 10.68 | -0.75 |
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 | SBEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 2.12 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.64 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.08 | 0.64 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.38 | +0.70 |
Correlation
The correlation between WTLTX and SBEMX is 0.40, 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. SBEMX - Dividend Comparison
WTLTX's dividend yield for the trailing twelve months is around 3.79%, more than SBEMX's 2.64% 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% |
SBEMX Segall Bryant & Hamill Emerging Markets Fund | 2.64% | 2.76% | 6.69% | 5.59% | 4.19% | 5.38% | 1.77% | 2.61% | 3.32% | 4.89% | 2.09% | 4.06% |
Drawdowns
WTLTX vs. SBEMX - Drawdown Comparison
The maximum WTLTX drawdown since its inception was -38.46%, smaller than the maximum SBEMX drawdown of -41.05%. Use the drawdown chart below to compare losses from any high point for WTLTX and SBEMX.
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Drawdown Indicators
| WTLTX | SBEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.46% | -41.05% | +2.59% |
Max Drawdown (1Y)Largest decline over 1 year | -2.51% | -13.65% | +11.14% |
Max Drawdown (5Y)Largest decline over 5 years | -13.35% | -31.75% | +18.40% |
Max Drawdown (10Y)Largest decline over 10 years | -16.97% | -41.05% | +24.08% |
Current DrawdownCurrent decline from peak | -1.56% | -11.05% | +9.49% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -12.58% | +9.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 3.35% | -2.81% |
Volatility
WTLTX vs. SBEMX - Volatility Comparison
The current volatility for Segall Bryant & Hamill Quality High Yield Fund (WTLTX) is 1.15%, while Segall Bryant & Hamill Emerging Markets Fund (SBEMX) has a volatility of 9.06%. This indicates that WTLTX experiences smaller price fluctuations and is considered to be less risky than SBEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTLTX | SBEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 9.06% | -7.91% |
Volatility (6M)Calculated over the trailing 6-month period | 1.57% | 12.84% | -11.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.75% | 17.16% | -14.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.33% | 14.90% | -10.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.52% | 16.26% | -11.74% |