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Segall Bryant & Hamill Small Cap GrInstl (WISGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.58+0.07 (+0.36%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.20%
5-year average return10.68%
Number of years up8
Number of years down2
Best 1-yr total return (30 May 2024)57.84%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return57.84%
Worst 3-yr total return-3.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWISGXCategory
YTD-1.33%12.40%
1-month-5.79%3.37%
3-month1.92%4.88%
1-year9.96%55.69%
3-year-6.24%19.34%
5-year7.96%20.72%
10-year10.40%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)

YTD71
1-month26
3-month58
1-year64
3-year64
5-year31

Load adjusted returns

1-year9.96%
3-year-6.24%
5-year7.96%
10-year10.40%