Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBAPX (Segall Bryant & Hamill Short Term Plus Fund Institutional) | 0.48% | 4.11% | 4.96% | 2.97% | NA | NA | NA | … | … |
Data as of 04/27/2026, Common starting date is 12/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBAPX (Segall Bryant & Hamill Short Term Plus Fund Institutional) | 12/17/2018 | 04/27/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.11 | 4.96 | 2.97 | NA | NA | NA | … | … | 0.48 | 5.65 | 5.17 | 5.56 | -1.51 | -0.05 | 2.18 | 3.61 | 0.20 |
| Sharpe Ratio | NA | 1.22 | 1.27 | 0.35 | NA | NA | NA | … | … | -0.81 | 2.12 | 1.19 | 1.15 | -1.74 | -0.09 | 0.81 | 2.56 | 3.73 |
| Standard Deviation(%) | NA | 1.22 | 1.30 | 1.43 | NA | NA | NA | … | … | 1.22 | 1.31 | 1.30 | 1.67 | 1.70 | 0.89 | 2.37 | 0.84 | 1.06 |
| Draw Down(%) | NA | 0.79 | 0.79 | 3.63 | NA | NA | NA | … | … | 0.79 | 0.59 | 0.41 | 0.57 | 3.10 | 0.65 | 5.11 | 0.15 | 0.10 |
| Yield(%) | 0.00 | 4.92 | 4.17 | 2.86 | 1.91 | 1.27 | 0.95 | … | … | 1.36 | 4.74 | 4.28 | 2.55 | 0.90 | 0.85 | 1.66 | 2.67 | 0.00 |
Data as of 04/27/2026, Common starting date is 12/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBAPX (Segall Bryant & Hamill Short Term Plus Fund Institutional) |
-0.11%
Oct 2019 – Oct 2022 |
1.82%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBAPX (Segall Bryant & Hamill Short Term Plus Fund Institutional) |
5.60%
Feb 2023 – Feb 2026 |
3.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart