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Segall Bryant & Hamill Small Cap Value Fund Institutional Class (SBHVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.56+0.07 (+0.52%)
At close: 06:26PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return10.98%
5-Year Average Return8.68%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)24.62%
Worst 1 Yr Total Return (Feb 3, 2019)-6.35%
Best 3-Yr Total Return24.62%
Worst 3-Yr Total Return6.78%

Trailing Returns (%) Vs. Benchmarks

ReturnSBHVXCategory
YTD-2.63%20.19%
1-Month-0.28%0.02%
3-Month-2.63%4.36%
1-Year-1.24%60.18%
3-Year9.62%11.32%
5-Year11.44%13.88%
10-Year0.00%11.19%
Last Bull Market0.00%27.98%
Last Bear Market0.00%-24.08%

Annual Total Return (%) History

Year
SBHVXCategory
2021
N/AN/A
2020
6.22%10.99%
2019
24.62%23.75%
2018
-4.38%-12.72%
2017
10.94%12.28%
2016
22.64%20.78%
2015
-6.35%-5.38%
2014
6.00%3.79%
2013
N/A37.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202114.98%N/AN/AN/A
2020-30.92%18.00%2.30%27.38%
201914.11%1.78%-0.32%7.64%
2018-0.56%6.03%4.63%-13.32%
20170.08%1.08%4.93%4.52%
20162.14%2.89%7.07%9.00%
20152.16%1.06%-9.43%0.15%
20141.83%2.15%-5.97%8.37%
20139.78%N/AN/AN/A

Rank In Category (By Total Return)

YTD94
1-Month95
3-Month97
1-Year85
3-Year63
5-Year65

Load Adjusted Returns

1-Year41.54%
3-Year8.92%
5-Year11.96%
10-YearN/A
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