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Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund (WEQIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.140.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.93%
5-Year Average Return7.10%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Jun 22, 2023)39.81%
Worst 1 Yr Total Return (Jun 22, 2023)N/A
Best 3-Yr Total Return39.81%
Worst 3-Yr Total Return-4.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWEQIXCategory
YTD5.93%14.84%
1-Month1.46%1.65%
3-Month6.10%7.55%
1-Year8.61%40.47%
3-Year7.64%16.77%
5-Year7.10%16.15%
10-Year8.70%13.21%
Last Bull Market41.66%24.09%
Last Bear Market-16.20%-17.61%

Annual Total Return (%) History

Year
WEQIXCategory
2023
N/AN/A
2022
-20.95%N/A
2021
26.14%N/A
2020
6.98%15.83%
2019
27.22%28.78%
2018
-1.25%-6.27%
2017
17.10%20.44%
2016
-0.14%10.37%
2015
4.68%-1.07%
2014
6.98%10.96%
2013
33.13%31.50%
2012
15.37%14.96%
2011
-0.48%-1.27%
2010
15.44%14.01%
2009
39.81%28.17%
2008
-45.33%-37.79%
2007
N/A6.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.30%N/AN/AN/A
2022-8.00%-16.20%-4.63%7.51%
20214.36%10.24%1.25%8.30%
2020-23.34%17.25%6.13%12.14%
201913.22%5.71%0.29%5.99%
2018-0.42%-0.23%10.79%-10.29%
20173.51%2.42%3.98%6.22%
2016-2.95%-0.90%4.77%-0.90%
20154.66%1.48%-7.09%6.08%
2014-0.93%2.51%1.28%4.01%
20137.64%0.99%10.80%10.54%
201217.76%-5.71%6.70%-2.63%
20116.53%0.75%-14.24%8.13%
20104.41%-13.91%12.07%14.60%
2009-3.72%14.25%15.15%10.38%
2008-14.05%0.83%-17.92%-23.15%
20072.14%N/AN/AN/A

Rank In Category (By Total Return)

YTD75
1-Month69
3-Month62
1-Year83
3-Year96
5-Year91

Load Adjusted Returns

1-Year-1.75%
3-Year7.02%
5-Year6.73%
10-Year8.05%