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Segall Bryant & Hamill Small Cap Gr Ret (WTSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.99+0.06 (+0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.94%
5-year average return10.17%
Number of years up8
Number of years down2
Best 1-yr total return (27 May 2024)57.67%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return57.67%
Worst 3-yr total return-3.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWTSGXCategory
YTD-1.37%12.40%
1-month-5.80%3.37%
3-month1.87%4.88%
1-year9.74%55.69%
3-year-6.39%19.34%
5-year7.78%20.72%
10-year10.15%13.98%
Last bull market25.03%27.85%
Last bear market-22.34%-24.06%

Annual total return (%) history

Year
WTSGXCategory
2024
N/AN/A
2023
18.10%N/A
2022
-32.59%N/A
2021
11.62%N/A
2020
57.67%38.62%
2019
28.47%27.68%
2018
3.19%-5.76%
2017
25.98%21.50%
2016
8.79%11.20%
2015
-4.77%-2.41%
2014
3.85%2.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.71%N/AN/AN/A
20237.76%4.92%-5.95%11.06%
2022-12.64%-22.34%-4.88%4.46%
20212.43%6.36%-0.40%2.87%
2020-18.63%32.80%12.42%29.80%
201917.83%4.18%-2.89%7.77%
20185.74%10.26%7.28%-17.50%
201710.74%4.64%6.18%2.38%
2016-6.09%3.72%11.08%0.55%
20153.04%2.58%-12.95%3.50%
20142.47%-0.29%-6.86%9.13%

Rank in category (by total return)

YTD72
1-month27
3-month58
1-year66
3-year65
5-year32

Load adjusted returns

1-year9.74%
3-year-6.39%
5-year7.78%
10-year10.15%