Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEQIX (Segall Bryant & Hamill Workplace Equality Fund Institutional Class) | NA | -660,378.59% | nan% | NA | NA | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 05/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEQIX (Segall Bryant & Hamill Workplace Equality Fund Institutional Class) | 05/01/2019 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -608,020.79 | -660,378.59 | nan | NA | NA | NA | NA | … | … | 5.94 | -20.96 | 17.17 | 5.57 | 2.62 |
| Sharpe Ratio | NA | 0.26 | 0.35 | NA | NA | NA | NA | … | … | 0.54 | -0.86 | 1.04 | 0.16 | 0.19 |
| Standard Deviation(%) | NA | 19.90 | 19.33 | NA | NA | NA | NA | … | … | 14.44 | 26.09 | 16.52 | 33.79 | 13.94 |
| Draw Down(%) | NA | 16.50 | 27.07 | NA | NA | NA | NA | … | … | 9.34 | 26.48 | 12.15 | 35.18 | 8.10 |
| Yield(%) | 100.02 | 108.57 | 42.29 | 24.46 | 12.23 | 8.15 | 6.11 | … | … | 106.43 | 0.74 | 8.81 | 2.25 | 5.83 |
Data as of 06/30/2023, Common starting date is 05/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEQIX (Segall Bryant & Hamill Workplace Equality Fund Institutional Class) |
1.69%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEQIX (Segall Bryant & Hamill Workplace Equality Fund Institutional Class) |
12.85%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart