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Segall Bryant & Hamill Small Cap Value Dividend Fund Retail Class (WTSVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.40+0.01 (+0.16%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return12.16%
5-Year Average Return5.33%
Number of Years Up9
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)36.49%
Worst 1 Yr Total Return (Feb 3, 2019)-33.57%
Best 3-Yr Total Return36.49%
Worst 3-Yr Total Return-7.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWTSVXCategory
YTD-25.36%26.79%
1-Month1.67%-1.77%
3-Month16.49%4.45%
1-Year-23.83%71.02%
3-Year-9.29%9.35%
5-Year-2.17%12.17%
10-Year5.53%9.95%
Last Bull Market23.86%28.07%
Last Bear Market-20.06%-24.24%

Annual Total Return (%) History

Year
WTSVXCategory
2020
N/A4.02%
2019
15.10%21.43%
2018
-13.76%-15.46%
2017
-1.84%8.54%
2016
29.72%25.99%
2015
-8.13%-6.71%
2014
6.46%3.34%
2013
36.49%36.22%
2012
9.69%16.00%
2011
-0.31%-4.45%
2010
27.03%26.17%
2009
22.08%31.32%
2008
-33.57%-32.24%
2007
-3.38%-6.08%
2006
23.54%16.27%
2005
4.45%6.40%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-35.93%16.49%N/AN/A
201910.79%1.79%-1.54%3.65%
2018-1.03%6.34%0.98%-18.85%
2017-2.56%0.00%0.66%0.08%
20163.71%2.29%6.27%15.06%
2015-0.97%-2.33%-6.15%1.20%
2014-0.90%3.51%-6.44%10.93%
201312.02%4.66%8.83%6.98%
20128.38%-2.34%2.72%0.89%
20117.44%-1.56%-17.85%14.74%
201011.88%-8.74%10.40%12.69%
2009-17.53%18.95%20.98%2.87%
2008-8.54%-0.18%0.91%-27.89%
20074.65%3.99%-2.82%-8.64%
200610.14%0.00%0.79%11.28%
2005-2.08%3.65%4.40%-1.42%

Rank In Category (By Total Return)

YTD74
1-Month78
3-Month88
1-Year89
3-Year92
5-Year80

Load Adjusted Returns

1-Year-23.83%
3-Year-9.29%
5-Year-2.17%
10-Year5.53%