Nasdaq - Delayed Quote • USD
Segall Bryant & Hamill All Cap Fund (SBRAX)
At close: April 26 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.14% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 26, 2024) | 29.57% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 29.57% |
| Worst 3Y Total Return | 6.18% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SBRAX
Category
- YTD
- 9.26%
- 12.38%
- 1-Month
- 2.50%
- 5.09%
- 3-Month
- 9.26%
- 10.28%
- 1-Year
- 22.42%
- 41.70%
- 3-Year
- 7.21%
- 22.56%
- 5-Year
- 13.61%
- 21.98%
- 10-Year
- 11.00%
- 15.99%
- Last Bull Market
- 40.71%
- 25.99%
- Last Bear Market
- -13.95%
- -17.29%
Annual Total Return (%) History
Year
SBRAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.26% | -- | -- | -- |
| 2023 | 2.09% | 5.81% | -3.56% | 9.80% |
| 2022 | -9.30% | -13.95% | -4.81% | 8.72% |
| 2021 | 6.15% | 8.64% | 2.99% | 9.09% |
| 2020 | -17.65% | 23.93% | 9.45% | 12.87% |
Rank in Category (By Total Return)
| YTD | 80 |
| 1-Month | 33 |
| 3-Month | 80 |
| 1-Year | 96 |
| 3-Year | 68 |
| 5-Year | 72 |
Load Adjusted Returns
| 1-Year | 22.42% |
| 3-Year | 7.21% |
| 5-Year | 13.61% |
| 10-Year | 11.00% |
Performance & Risk
| YTD Return | 6.14% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Segall Bryant & Hamill |
| Net Assets | 124.5M |
| YTD Return | 9.26% |
| Yield | 0.44% |
| Morningstar Rating | |
| Inception Date | Dec 09, 2019 |
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies of any size, including small- and mid-capitalization companies. It will primarily invest in common stock of companies traded on U.S. exchanges with market capitalization in excess of $1 billion.
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