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Segall Bryant & Hamill Small Cap GrInstl (WISGX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.85% |
| 5y Average Return | 11.77% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 24, 2024) | 57.84% |
| Worst 1Y Total Return (Oct 24, 2024) | -- |
| Best 3Y Total Return | 57.84% |
| Worst 3Y Total Return | -3.70% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WISGX
Category
- YTD
- 13.84%
- 12.40%
- 1-Month
- 2.15%
- 3.37%
- 3-Month
- 8.58%
- 4.88%
- 1-Year
- 26.49%
- 55.69%
- 3-Year
- -2.19%
- 19.34%
- 5-Year
- 11.59%
- 20.72%
- 10-Year
- 11.89%
- 13.98%
- Last Bull Market
- 25.11%
- 27.85%
- Last Bear Market
- -22.32%
- -24.06%
Annual Total Return (%) History
Year
WISGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.74% | 0.10% | 8.58% | -- |
| 2023 | 7.75% | 5.03% | -5.90% | 11.12% |
| 2022 | -12.59% | -22.32% | -4.88% | 4.54% |
| 2021 | 2.42% | 6.40% | -0.31% | 2.89% |
| 2020 | -18.60% | 32.81% | 12.49% | 29.80% |
| 2019 | 17.86% | 4.18% | -2.83% | 7.85% |
| 2018 | 5.82% | 10.27% | 7.39% | -17.36% |
| 2017 | 10.71% | 4.67% | 6.11% | 2.42% |
| 2016 | -6.05% | 3.90% | 11.17% | 0.64% |
| 2015 | 3.31% | 2.66% | -12.86% | 3.47% |
| 2014 | 2.37% | -0.10% | -6.76% | 9.32% |
Rank in Category (By Total Return)
| YTD | 35 |
| 1-Month | 21 |
| 3-Month | 30 |
| 1-Year | 46 |
| 3-Year | 64 |
| 5-Year | 28 |
Load Adjusted Returns
| 1-Year | 26.49% |
| 3-Year | -2.19% |
| 5-Year | 11.59% |
| 10-Year | 11.89% |
Performance & Risk
| YTD Return | 14.85% |
| 5y Average Return | 11.77% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Segall Bryant & Hamill |
| Net Assets | 261.75M |
| YTD Return | 13.84% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 20, 2013 |
Fund Summary
The fund's adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings and/or cash flows. It will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in small-capitalization companies. The adviser currently considers "small-capitalization companies" to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000? Growth Index, at the time of purchase.
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