Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBRAX (Segall Bryant & Hamill All Cap Fund Retail Class) | 8.87% | 17.27% | 14.53% | 7.81% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBRAX (Segall Bryant & Hamill All Cap Fund Retail Class) | 12/10/2019 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | 17.27 | 14.53 | 7.81 | NA | NA | NA | … | … | 8.87 | 8.38 | 16.86 | 14.40 | -19.29 | 29.46 | 26.08 | 3.16 |
| Sharpe Ratio | NA | 1.34 | 0.83 | 0.33 | NA | NA | NA | … | … | 1.50 | 0.31 | 1.09 | 0.85 | -0.83 | 2.00 | 0.78 | 14.21 |
| Standard Deviation(%) | NA | 12.43 | 14.23 | 16.99 | NA | NA | NA | … | … | 14.23 | 17.63 | 12.11 | 12.71 | 25.18 | 14.70 | 33.04 | 5.19 |
| Draw Down(%) | NA | 9.35 | 19.35 | 25.89 | NA | NA | NA | … | … | 9.35 | 19.20 | 6.24 | 9.68 | 25.70 | 5.74 | 32.83 | 0.41 |
| Yield(%) | 0.00 | 24.56 | 16.82 | 11.72 | 8.68 | 5.79 | 4.34 | … | … | 0.00 | 24.75 | 19.75 | 5.16 | 6.52 | 13.37 | 1.63 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBRAX (Segall Bryant & Hamill All Cap Fund Retail Class) |
2.57%
Dec 2021 – Dec 2024 |
6.60%
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 |
|---|---|---|---|---|
| SBRAX (Segall Bryant & Hamill All Cap Fund Retail Class) |
17.76%
Mar 2020 – Mar 2023 |
15.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart