Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBHAX (SEGALL BRYANT & HAMILL ALL CAP FUND SEGALL BRYANT & HAMILL ALL CAP FUND) | 12.40% | 22.43% | 16.10% | 8.67% | 12.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBHAX (SEGALL BRYANT & HAMILL ALL CAP FUND SEGALL BRYANT & HAMILL ALL CAP FUND) | 08/08/2013 | 06/04/2026 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 22.43 | 16.10 | 8.67 | 12.39 | NA | NA | … | … | 12.40 | -15.10 | 16.89 | 14.50 | -19.27 | 29.44 | 26.18 | 30.60 | -5.56 | 18.69 | 6.20 | 5.27 | 4.64 | 10.39 |
| Sharpe Ratio | NA | 1.50 | 0.86 | 0.33 | 0.59 | NA | NA | … | … | 1.69 | -0.59 | 1.12 | 0.86 | -0.82 | 2.00 | 0.78 | 2.24 | -0.42 | 2.45 | 0.45 | 0.36 | 0.36 | 2.58 |
| Standard Deviation(%) | NA | 12.09 | 14.14 | 16.93 | 17.96 | NA | NA | … | … | 13.80 | 31.16 | 11.88 | 12.69 | 25.19 | 14.70 | 33.18 | 13.02 | 16.65 | 7.40 | 13.39 | 14.69 | 12.84 | 10.97 |
| Draw Down(%) | NA | 9.34 | 19.41 | 25.91 | 32.81 | NA | NA | … | … | 9.34 | 24.79 | 6.01 | 9.67 | 25.69 | 5.73 | 32.81 | 7.06 | 19.96 | 3.36 | 11.05 | 10.38 | 10.64 | 3.53 |
| Yield(%) | 0.00 | 24.82 | 16.97 | 11.81 | 12.57 | 10.47 | 7.85 | … | … | 0.00 | 24.73 | 19.74 | 5.21 | 6.53 | 13.37 | 1.67 | 0.42 | 3.71 | 0.65 | 0.03 | 3.81 | 1.13 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBHAX (SEGALL BRYANT & HAMILL ALL CAP FUND SEGALL BRYANT & HAMILL ALL CAP FUND) |
2.61%
Dec 2021 – Dec 2024 |
5.17%
Mar 2015 – Mar 2020 |
9.14%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBHAX (SEGALL BRYANT & HAMILL ALL CAP FUND SEGALL BRYANT & HAMILL ALL CAP FUND) |
28.72%
Dec 2018 – Dec 2021 |
19.35%
Oct 2016 – Oct 2021 |
12.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart