Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBHCX (Segall Bryant & Hamill Small Cap Core Fund Retail Class) | 13.11% | 24.20% | 14.14% | 6.79% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBHCX (Segall Bryant & Hamill Small Cap Core Fund Retail Class) | 01/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 24.20 | 14.14 | 6.79 | NA | NA | NA | … | … | 13.11 | 3.85 | 11.88 | 13.68 | -13.28 | 23.30 | 22.11 |
| Sharpe Ratio | NA | 1.27 | 0.62 | 0.22 | NA | NA | NA | … | … | 1.68 | 0.05 | 0.47 | 0.63 | -0.60 | 1.29 | 0.64 |
| Standard Deviation(%) | NA | 17.78 | 18.78 | 19.63 | NA | NA | NA | … | … | 19.90 | 21.22 | 17.49 | 16.00 | 24.50 | 18.01 | 33.99 |
| Draw Down(%) | NA | 11.45 | 25.68 | 25.82 | NA | NA | NA | … | … | 11.45 | 23.26 | 8.74 | 12.40 | 24.00 | 9.29 | 34.27 |
| Yield(%) | 0.00 | 5.72 | 5.51 | 6.18 | 4.34 | 2.90 | 2.17 | … | … | 0.00 | 5.44 | 5.92 | 3.91 | 1.69 | 19.47 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBHCX (Segall Bryant & Hamill Small Cap Core Fund Retail Class) |
2.11%
Apr 2021 – Apr 2024 |
5.43%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBHCX (Segall Bryant & Hamill Small Cap Core Fund Retail Class) |
20.86%
Mar 2020 – Mar 2023 |
14.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart