Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SBEMX (Segall Bryant & Hamill Emerging Markets) 19.22% 44.68% 27.01% 11.23% 11.91% NA NA
Data as of 06/05/2026, Common starting date is 11/04/2015
More Performance Analytics Comparison
Name Start Date End Date
SBEMX (Segall Bryant & Hamill Emerging Markets) 11/04/2015 06/05/2026
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 2017 2016 2015
Annualized Return (%) -4.48 44.68 27.01 11.23 11.91 NA NA 19.22 35.14 13.83 20.65 -16.04 5.47 7.17 18.81 -17.05 36.08 14.11 -8.87
Sharpe Ratio NA 2.95 1.71 0.66 0.66 NA NA 3.04 2.11 0.79 1.44 -0.98 0.38 0.24 1.38 -1.09 3.78 0.85 -3.15
Standard Deviation(%) NA 17.12 15.25 15.35 16.57 NA NA 22.83 15.33 12.89 11.94 17.84 14.49 28.25 12.60 16.90 9.42 16.40 14.38
Draw Down(%) NA 13.65 14.57 31.75 41.04 NA NA 13.65 13.31 8.68 8.36 28.45 12.20 35.53 11.23 27.69 4.49 11.90 11.41
Yield(%) 0.00 3.25 5.85 4.18 5.11 3.24 2.43 0.00 3.62 7.21 6.38 3.35 5.36 1.84 3.04 2.60 6.28 2.40 0.00
Data as of 06/05/2026, Common starting date is 11/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBEMX (Segall Bryant & Hamill Emerging Markets) -4.56%
Mar 2017 – Mar 2020
-3.00%
Oct 2017 – Oct 2022
10.32%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBEMX (Segall Bryant & Hamill Emerging Markets) 30.11%
May 2023 – May 2026
13.21%
Feb 2016 – Feb 2021
12.87%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return