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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 57.84% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WISGX | Category Average | WISGX | Category Average | WISGX | Category Average | |
| Alpha | -11.44 | -0.02 | -6.82 | 0.01 | -3.52 | -0.02 |
| BETA | 1.19 | 0.01 | 1.19 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | 0.29 | 0.02 | 1.09 | 0.02 | 0.99 | 0.01 |
| R-squared | 80.11 | 0.78 | 76.76 | 0.73 | 75.32 | 0.73 |
| Standard Deviation | 22.47 | 0.26 | 23.98 | 0.21 | 20.61 | 0.19 |
| Sharpe Ratio | -0.04 | 0.01 | 0.43 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | -2.88 | 0.15 | 6.8 | 0.17 | 7.08 | 0.11 |
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