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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%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return12.16%
5-year average return5.33%
Number of years up9
Number of years down6
Best 1-yr total return (3 Feb 2019)36.49%
Worst 1-yr total return (3 Feb 2019)-33.57%
Best 3-yr total return36.49%
Worst 3-yr total return-7.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWTSVXCategory
YTD-25.36%26.79%
1-month1.67%-1.77%
3-month16.49%4.45%
1-year-23.83%71.02%
3-year-9.29%9.35%
5-year-2.17%12.17%
10-year5.53%9.95%
Last bull market23.86%28.07%
Last bear market-20.06%-24.24%

Annual total return (%) history

Year
WTSVXCategory
2020
N/A4.02%
2019
15.10%21.43%
2018
-13.76%-15.46%
2017
-1.84%8.54%
2016
29.72%25.99%
2015
-8.13%-6.71%
2014
6.46%3.34%
2013
36.49%36.22%
2012
9.69%16.00%
2011
-0.31%-4.45%
2010
27.03%26.17%
2009
22.08%31.32%
2008
-33.57%-32.24%
2007
-3.38%-6.08%
2006
23.54%16.27%
2005
4.45%6.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-35.93%16.49%N/AN/A
201910.79%1.79%-1.54%3.65%
2018-1.03%6.34%0.98%-18.85%
2017-2.56%0.00%0.66%0.08%
20163.71%2.29%6.27%15.06%
2015-0.97%-2.33%-6.15%1.20%
2014-0.90%3.51%-6.44%10.93%
201312.02%4.66%8.83%6.98%
20128.38%-2.34%2.72%0.89%
20117.44%-1.56%-17.85%14.74%
201011.88%-8.74%10.40%12.69%
2009-17.53%18.95%20.98%2.87%
2008-8.54%-0.18%0.91%-27.89%
20074.65%3.99%-2.82%-8.64%
200610.14%0.00%0.79%11.28%
2005-2.08%3.65%4.40%-1.42%

Rank in category (by total return)

YTD74
1-month78
3-month88
1-year89
3-year92
5-year80

Load adjusted returns

1-year-23.83%
3-year-9.29%
5-year-2.17%
10-year5.53%