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Segall Bryant & Hamill All Cap Instl (SBHAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.040.00 (0.00%)
At close: 06:06PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.81%
5-Year Average Return13.77%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (May 19, 2024)30.60%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return30.60%
Worst 3-Yr Total Return5.37%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSBHAXCategory
YTD4.78%12.38%
1-Month-4.14%5.09%
3-Month3.12%10.28%
1-Year15.27%41.70%
3-Year3.67%22.56%
5-Year11.60%21.98%
10-Year10.57%15.99%
Last Bull Market23.23%25.99%
Last Bear Market-13.93%-17.29%

Annual Total Return (%) History

Year
SBHAXCategory
2024
N/AN/A
2023
14.48%N/A
2022
-19.21%N/A
2021
29.55%N/A
2020
26.18%35.86%
2019
30.60%31.90%
2018
-5.56%-2.09%
2017
18.69%27.67%
2016
6.21%3.23%
2015
5.27%3.60%
2014
4.64%10.00%
2013
N/A33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.30%N/AN/AN/A
20232.14%5.80%-3.50%9.78%
2022-9.26%-13.93%-4.86%8.73%
20216.14%8.68%2.99%9.04%
2020-17.65%24.00%9.56%12.78%
201913.78%6.33%-0.63%8.64%
20181.11%1.37%7.99%-14.68%
20175.16%4.21%1.72%6.47%
20160.70%2.16%2.79%0.44%
20154.77%3.29%-5.80%3.26%
2014-0.55%5.15%-2.45%2.57%
20139.62%N/AN/AN/A

Rank In Category (By Total Return)

YTD72
1-Month21
3-Month67
1-Year96
3-Year66
5-Year71

Load Adjusted Returns

1-Year15.27%
3-Year3.67%
5-Year11.60%
10-Year10.57%