Nasdaq - Delayed Quote USD
Segall Bryant & Hamill Small Cap GrInstl (WISGX)
At close: 8:01 PM EDT
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 | 8 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WISGX | Category Average | WISGX | Category Average | WISGX | Category Average | |
| Alpha | -13.87 | -0.02 | -4.65 | 0.01 | -2.25 | -0.02 |
| BETA | 1.16 | 0.01 | 1.12 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.03 | 0.02 | 1.14 | 0.02 | 1.11 | 0.01 |
| R-squared | 78.99 | 0.78 | 77.3 | 0.73 | 75.56 | 0.73 |
| Standard Deviation | 22.83 | 0.26 | 23.05 | 0.21 | 20.06 | 0.19 |
| Sharpe Ratio | -0.15 | 0.01 | 0.48 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | -5.24 | 0.15 | 8.1 | 0.17 | 8.85 | 0.11 |
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