Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBHVX (SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND) | 17.82% | 40.50% | 18.02% | 7.07% | 10.29% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBHVX (SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND) | 08/08/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 40.50 | 18.02 | 7.07 | 10.29 | NA | NA | … | … | 17.82 | 3.29 | 13.56 | 11.96 | -14.66 | 16.60 | 6.37 | 24.64 | -4.54 | 10.95 | 22.65 | -6.35 | 6.00 | 11.90 |
| Sharpe Ratio | NA | 1.87 | 0.69 | 0.22 | 0.41 | NA | NA | … | … | 2.16 | 0.02 | 0.51 | 0.47 | -0.70 | 0.88 | 0.16 | 1.75 | -0.43 | 0.89 | 1.29 | -0.42 | 0.43 | 2.60 |
| Standard Deviation(%) | NA | 20.27 | 21.28 | 21.15 | 21.32 | NA | NA | … | … | 20.43 | 27.28 | 19.63 | 17.72 | 22.96 | 18.78 | 38.78 | 13.22 | 13.83 | 11.67 | 17.37 | 15.36 | 14.05 | 12.60 |
| Draw Down(%) | NA | 12.18 | 28.41 | 28.41 | 41.46 | NA | NA | … | … | 12.18 | 25.43 | 9.32 | 13.66 | 25.07 | 11.27 | 41.46 | 8.56 | 19.09 | 6.60 | 11.90 | 12.83 | 10.48 | 5.16 |
| Yield(%) | 0.00 | 12.45 | 7.25 | 4.58 | 6.13 | 5.18 | 3.88 | … | … | 0.00 | 11.75 | 6.18 | 1.51 | 1.04 | 5.21 | 0.99 | 7.07 | 8.85 | 7.00 | 0.28 | 5.15 | 4.54 | 0.92 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SBHVX (SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND) |
-3.00%
Mar 2017 – Mar 2020 |
0.53%
Mar 2015 – Mar 2020 |
5.75%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBHVX (SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND SEGALL BRYANT & HAMILL SMALL CAP VALUE FUND) |
20.36%
May 2023 – May 2026 |
14.96%
Feb 2016 – Feb 2021 |
11.31%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart