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Segall Bryant & Hamill Small Cap GrInstl (WISGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.70+0.20 (+1.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.78%
5-Year Average Return9.53%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 25, 2024)57.84%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return57.84%
Worst 3-Yr Total Return-3.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWISGXCategory
YTD4.20%12.40%
1-Month5.61%3.37%
3-Month0.62%4.88%
1-Year19.90%55.69%
3-Year-3.40%19.34%
5-Year10.68%20.72%
10-Year10.96%13.98%
Last Bull Market25.11%27.85%
Last Bear Market-22.32%-24.06%

Annual Total Return (%) History

Year
WISGXCategory
2024
N/AN/A
2023
18.32%N/A
2022
-32.48%N/A
2021
11.79%N/A
2020
57.84%38.62%
2019
28.67%27.68%
2018
3.56%-5.76%
2017
25.94%21.50%
2016
9.22%11.20%
2015
-4.37%-2.41%
2014
4.24%2.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.74%N/AN/AN/A
20237.75%5.03%-5.90%11.12%
2022-12.59%-22.32%-4.88%4.54%
20212.42%6.40%-0.31%2.89%
2020-18.60%32.81%12.49%29.80%
201917.86%4.18%-2.83%7.85%
20185.82%10.27%7.39%-17.36%
201710.71%4.67%6.11%2.42%
2016-6.05%3.90%11.17%0.64%
20153.31%2.66%-12.86%3.47%
20142.37%-0.10%-6.76%9.32%

Rank In Category (By Total Return)

YTD58
1-Month23
3-Month42
1-Year39
3-Year61
5-Year29

Load Adjusted Returns

1-Year19.90%
3-Year-3.40%
5-Year10.68%
10-Year10.96%