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
SBHEX (SEGALL BRYANT & HAMILL EMERGING MARKETS FUND CLASS A) 27.64% 55.19% 29.70% 12.51% 12.45% NA NA
Data as of 06/04/2026, Common starting date is 11/04/2015
More Performance Analytics Comparison
Name Start Date End Date
SBHEX (SEGALL BRYANT & HAMILL EMERGING MARKETS FUND CLASS A) 11/04/2015 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
Annualized Return (%) 1.97 55.19 29.70 12.51 12.45 NA NA 27.64 34.90 13.72 20.38 -16.14 5.20 7.04 18.40 -17.17 35.79 13.76 -8.89
Sharpe Ratio NA 2.94 1.70 0.65 0.65 NA NA 3.04 2.11 0.79 1.41 -0.99 0.36 0.24 1.35 -1.09 3.75 0.84 -3.12
Standard Deviation(%) NA 17.10 15.23 15.35 16.56 NA NA 22.85 15.25 12.86 12.00 17.85 14.50 28.20 12.54 17.06 9.40 16.18 14.51
Draw Down(%) NA 13.70 14.65 31.89 41.42 NA NA 13.70 13.26 8.71 8.39 28.62 12.25 35.54 11.37 27.87 4.62 11.76 11.42
Yield(%) 0.00 3.15 5.71 4.05 4.88 3.09 2.32 0.00 3.49 7.07 6.22 3.20 5.21 1.69 2.77 2.33 6.04 2.18 0.00
Data as of 06/04/2026, 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
SBHEX (SEGALL BRYANT & HAMILL EMERGING MARKETS FUND CLASS A) -4.77%
Mar 2017 – Mar 2020
-3.18%
Oct 2017 – Oct 2022
10.12%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBHEX (SEGALL BRYANT & HAMILL EMERGING MARKETS FUND CLASS A) 29.96%
May 2023 – May 2026
12.90%
Feb 2016 – Feb 2021
12.62%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return