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Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund (SBASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.46+0.03 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.06%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jul 2024)23.48%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.48%
Worst 3-yr total return6.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBASXCategory
YTD5.31%12.40%
1-month-0.79%3.37%
3-month-1.26%4.88%
1-year13.98%55.69%
3-year3.91%19.34%
5-year0.00%20.72%
10-year0.00%13.98%
Last bull market25.00%27.85%
Last bear market-15.43%-24.06%

Annual total return (%) history

Year
SBASXCategory
2024
N/AN/A
2023
13.94%N/A
2022
-13.12%N/A
2021
23.48%N/A
2020
22.80%38.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.66%-1.26%N/AN/A
20232.68%2.52%-2.99%11.57%
2022-6.61%-15.43%-1.30%11.46%
202111.32%3.07%-0.99%8.69%
2020-23.70%23.85%4.66%24.17%

Rank in category (by total return)

YTD41
1-month68
3-month26
1-year19
3-year6
5-yearN/A

Load adjusted returns

1-year13.98%
3-year3.91%
5-yearN/A
10-yearN/A