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Segall Bryant & Hamill All Cap Fund (SBRAX)

21.09 +0.16 (+0.76%)
At close: April 26 at 8:00 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 29.57%
Worst 1Y Total Return --
Number of Years Up 3
Number of Years Down 1

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

Risk Statistics

3 Years5 Years10 Years
SBRAXCategory AverageSBRAXCategory AverageSBRAXCategory Average
Alpha -3.63 0.03 -0.8 0.04 -1.34 0.01
BETA 0.96 0.01 0.96 0.01 0.96 0.01
Mean Annual Return 0.71 0.02 1.2 0.02 0.97 0.01
R-squared 93.97 0.89 94.64 0.87 93.41 0.87
Standard Deviation 17.48 0.2 18.11 0.16 15.08 0.15
Sharpe Ratio 0.32 0.01 0.68 0.01 0.67 0.01
Treynor Ratio 4.4 0.21 11.91 0.21 9.89 0.15

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