Nasdaq - Delayed Quote USD
Segall Bryant & Hamill Small Cap Gr Ret (WTSGX)
19.71
0.00
(0.00%)
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 | 57.67% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -6.68% |
| 5y Average Return | 7.86% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WTSGX | Category Average | WTSGX | Category Average | WTSGX | Category Average | |
| Alpha | -9.75 | -0.02 | -7.92 | 0.01 | -3.72 | -0.02 |
| BETA | 1.16 | 0.01 | 1.19 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | 0.37 | 0.02 | 0.87 | 0.02 | 0.92 | 0.01 |
| R-squared | 79.02 | 0.78 | 73.72 | 0.73 | 76.16 | 0.73 |
| Standard Deviation | 21.32 | 0.26 | 22.37 | 0.21 | 20.79 | 0.19 |
| Sharpe Ratio | -0.01 | 0.01 | 0.34 | 0.01 | 0.44 | 0.01 |
| Treynor Ratio | -2.12 | 0.15 | 4.56 | 0.17 | 6.2 | 0.11 |
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