Canada markets closed

Segall Bryant & Hamill Small Cap Value Fund (SBRVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
13.83+0.05 (+0.36%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.22%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jun 25, 2024)16.47%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return16.47%
Worst 3-Yr Total Return1.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSBRVXCategory
YTD3.33%20.19%
1-Month4.93%0.02%
3-Month2.22%4.36%
1-Year18.41%60.18%
3-Year-0.89%11.32%
5-Year6.62%13.88%
10-Year7.02%11.19%
Last Bull Market19.79%27.98%
Last Bear Market-15.24%-24.08%

Annual Total Return (%) History

Year
SBRVXCategory
2024
N/AN/A
2023
11.84%N/A
2022
-14.76%N/A
2021
16.47%N/A
2020
6.14%10.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.71%N/AN/AN/A
20231.44%4.65%-3.99%9.73%
2022-2.63%-15.24%-7.11%11.18%
202114.92%-0.07%-3.00%4.56%
2020-30.92%18.00%2.21%27.41%

Rank In Category (By Total Return)

YTD52
1-Month44
3-Month47
1-Year78
3-Year81
5-Year93

Load Adjusted Returns

1-Year18.41%
3-Year-0.89%
5-Year6.62%
10-Year7.02%