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Segall Bryant & Hamill Small Cap Value Dividend Fund Retail Class (WTSVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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6.40
+0.01
(+0.16%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
9
Number of years down
6
Best 1-yr total return (3 Feb 2019)
36.49%
Worst 1-yr total return (3 Feb 2019)
-33.57%
Risk statistics
3 years
WTSVX
Category average
5 years
WTSVX
Category average
10 years
WTSVX
Category average
Alpha
-20.87
-0.12
-13.18
-0.08
-9.05
-0.07
BETA
1.23
0.01
1.18
0.01
1.15
0.01
Mean annual return
-0.58
0.01
-0.01
0.01
0.58
0.01
R-squared
81.85
0.78
74.18
0.72
76.53
0.73
Standard deviation
23.12
0.28
20.15
0.23
17.59
0.2
Sharpe ratio
-0.37
0
-0.06
0.01
0.36
0.01
Treynor ratio
-8.92
0.06
-2.84
0.09
4.28
0.08
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