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Segall Bryant & Hamill All Cap Instl (SBHAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.02-0.08 (-0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.71%
5-year average return12.56%
Number of years up8
Number of years down2
Best 1-yr total return (27 Jun 2024)30.60%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.60%
Worst 3-yr total return5.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBHAXCategory
YTD8.90%12.38%
1-month3.93%5.09%
3-month2.12%10.28%
1-year21.79%41.70%
3-year5.07%22.56%
5-year13.80%21.98%
10-year10.76%15.99%
Last bull market23.23%25.99%
Last bear market-13.93%-17.29%

Annual total return (%) history

Year
SBHAXCategory
2024
N/AN/A
2023
14.48%N/A
2022
-19.21%N/A
2021
29.55%N/A
2020
26.18%35.86%
2019
30.60%31.90%
2018
-5.56%-2.09%
2017
18.69%27.67%
2016
6.21%3.23%
2015
5.27%3.60%
2014
4.64%10.00%
2013
N/A33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.30%N/AN/AN/A
20232.14%5.80%-3.50%9.78%
2022-9.26%-13.93%-4.86%8.73%
20216.14%8.68%2.99%9.04%
2020-17.65%24.00%9.56%12.78%
201913.78%6.33%-0.63%8.64%
20181.11%1.37%7.99%-14.68%
20175.16%4.21%1.72%6.47%
20160.70%2.16%2.79%0.44%
20154.77%3.29%-5.80%3.26%
2014-0.55%5.15%-2.45%2.57%
20139.62%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month74
3-month56
1-year90
3-year70
5-year72

Load adjusted returns

1-year21.79%
3-year5.07%
5-year13.80%
10-year10.76%