Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBHPX (Segall Bryant & Hamill Short Term Plus Fund Retail) | 0.54% | 4.12% | 4.97% | 2.92% | 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 |
|---|---|---|
| SBHPX (Segall Bryant & Hamill Short Term Plus Fund Retail) | 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 | 4.12 | 4.97 | 2.92 | NA | NA | NA | … | … | 0.54 | 5.58 | 5.20 | 5.66 | -1.66 | -0.27 | 2.05 | 3.57 | 0.20 |
| Sharpe Ratio | NA | 1.22 | 1.28 | 0.31 | NA | NA | NA | … | … | -0.63 | 2.18 | 1.21 | 1.16 | -1.82 | -0.35 | 0.74 | 2.70 | 3.73 |
| Standard Deviation(%) | NA | 1.22 | 1.30 | 1.44 | NA | NA | NA | … | … | 1.26 | 1.24 | 1.31 | 1.74 | 1.70 | 0.84 | 2.42 | 0.78 | 1.06 |
| Draw Down(%) | NA | 0.69 | 0.69 | 3.76 | NA | NA | NA | … | … | 0.69 | 0.59 | 0.41 | 0.58 | 3.16 | 0.72 | 5.11 | 0.10 | 0.10 |
| Yield(%) | 0.00 | 4.81 | 4.08 | 2.77 | 1.85 | 1.24 | 0.93 | … | … | 1.32 | 4.66 | 4.20 | 2.46 | 0.81 | 0.77 | 1.62 | 2.63 | 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 |
|---|---|---|---|---|
| SBHPX (Segall Bryant & Hamill Short Term Plus Fund Retail) |
-0.23%
Oct 2019 – Oct 2022 |
1.75%
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 |
|---|---|---|---|---|
| SBHPX (Segall Bryant & Hamill Short Term Plus Fund Retail) |
5.61%
Oct 2022 – Oct 2025 |
3.00%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart