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Segall Bryant & Hamill Mid Cap Value Dividend Fund Institutional Class (WIMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.250.00 (0.00%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return10.94%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (3 Feb 2019)22.22%
Worst 1-yr total return (3 Feb 2019)-13.97%
Best 3-yr total return22.22%
Worst 3-yr total return3.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWIMCXCategory
YTD-17.43%21.28%
1-month0.66%-1.96%
3-month16.27%4.90%
1-year-13.69%55.83%
3-year-3.00%11.08%
5-year2.07%11.93%
10-year8.58%10.64%
Last bull market19.64%25.54%
Last bear market-17.84%-22.08%

Annual total return (%) history

Year
WIMCXCategory
2020
N/A2.63%
2019
22.22%25.18%
2018
-13.97%-12.86%
2017
6.23%13.22%
2016
N/A18.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-28.98%16.27%N/AN/A
201912.23%4.19%3.24%1.25%
2018-1.83%1.08%1.92%-14.94%
20172.01%-0.92%0.78%4.28%
20164.62%7.94%N/AN/A

Rank in category (by total return)

YTD25
1-month68
3-month83
1-year53
3-year76
5-year54

Load adjusted returns

1-year-13.69%
3-year-3.00%
5-year2.07%
10-year8.58%