Nasdaq - Delayed Quote USD

Segall Bryant & Hamill Small Cap GrInstl (WISGX)

19.77
+0.42
+(2.17%)
As of 8:07:21 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -11.03%
5y Average Return 13.75%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 1, 2025) 57.84%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 57.84%
Worst 3Y Total Return -3.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WISGX
Category
YTD
-4.00%
12.40%
1-Month
-6.87%
3.37%
3-Month
-12.16%
4.88%
1-Year
7.30%
55.69%
3-Year
1.08%
19.34%
5-Year
10.79%
20.72%
10-Year
10.25%
13.98%
Last Bull Market
28.21%
27.85%
Last Bear Market
-22.32%
-24.06%

Annual Total Return (%) History

Year
WISGX
Category
2024
15.75%
--
2023
18.32%
--
2022
-32.48%
--
2021
11.79%
--
2020
57.84%
38.62%
2019
28.67%
27.68%
2018
3.56%
-5.76%
2017
25.94%
21.50%

2016
9.22%
11.20%
2015
-4.37%
-2.41%
2014
4.24%
2.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.74% 0.10% 8.58% 1.68%
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 65
1-Month 53
3-Month 76
1-Year 31
3-Year 68
5-Year 28

Load Adjusted Returns

1-Year 7.30%
3-Year 1.08%
5-Year 10.79%
10-Year 10.25%

Performance & Risk

YTD Return -11.03%
5y Average Return 13.75%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Segall Bryant & Hamill
Net Assets 250.25M
YTD Return -4.00%
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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