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Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund (WEQRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.930.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.02%
5-year average return6.96%
Number of years up25
Number of years down9
Best 1-yr total return (22 Jun 2023)39.54%
Worst 1-yr total return (22 Jun 2023)N/A
Best 3-yr total return39.54%
Worst 3-yr total return-4.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWEQRXCategory
YTD6.02%14.84%
1-month1.56%1.65%
3-month6.19%7.55%
1-year8.62%40.47%
3-year7.60%16.77%
5-year6.96%16.15%
10-year8.51%13.21%
Last bull market41.66%24.09%
Last bear market-16.18%-17.61%

Annual total return (%) history

Year
WEQRXCategory
2023
N/AN/A
2022
-21.11%N/A
2021
26.18%N/A
2020
6.81%15.83%
2019
26.85%28.78%
2018
-1.36%-6.27%
2017
16.73%20.44%
2016
-0.38%10.37%
2015
4.43%-1.07%
2014
6.79%10.96%
2013
32.93%31.50%
2012
15.13%14.96%
2011
-0.64%-1.27%
2010
15.26%14.01%
2009
39.54%28.17%
2008
-45.33%-37.79%
2007
22.48%6.16%
2006
4.60%14.17%
2005
6.23%5.88%
2004
11.18%10.02%
2003
30.07%27.05%
2002
-23.12%-22.25%
2001
-13.49%-13.50%
2000
3.75%-6.31%
1999
46.16%20.16%
1998
6.63%22.39%
1997
27.25%28.37%
1996
23.25%20.76%
1995
22.45%32.35%
1994
-8.39%-0.93%
1993
11.33%10.21%
1992
4.96%7.00%
1991
31.21%30.90%
1990
-2.80%-3.13%
1989
26.37%25.43%
1988
N/A14.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.25%N/AN/AN/A
2022-8.13%-16.18%-4.62%7.42%
20214.46%10.11%1.29%8.29%
2020-23.26%17.12%6.13%11.97%
201913.14%5.66%0.28%5.82%
2018-0.44%-0.29%10.67%-10.21%
20173.50%2.32%3.81%6.18%
2016-2.90%-1.03%4.76%-1.04%
20154.56%1.43%-7.12%6.01%
2014-1.00%2.53%1.17%3.99%
20137.60%0.99%10.73%10.48%
201217.74%-5.73%6.65%-2.75%
20116.46%0.75%-14.35%8.16%
20104.32%-13.92%12.08%14.52%
2009-3.85%14.13%15.19%10.39%
2008-14.11%0.83%-17.94%-23.08%
20072.40%7.92%8.50%2.14%
20064.87%-6.37%1.84%4.60%
2005-5.15%2.36%5.99%3.23%
20041.27%0.81%-1.42%10.48%
2003-3.89%14.11%5.81%12.09%
20020.54%-12.80%-16.13%4.56%
2001-13.68%9.27%-18.12%12.01%
200014.00%-6.26%4.52%-7.11%
19995.79%5.86%-7.36%40.88%
19989.77%-2.36%-16.81%19.59%
1997-0.15%17.39%8.51%0.04%
19968.45%5.59%3.47%4.03%
19954.61%6.92%5.21%4.05%
1994-5.38%-0.35%1.45%-4.24%
19935.77%1.81%1.49%1.87%
1992-2.97%2.17%1.03%4.80%
199110.64%0.92%9.63%7.19%
1990-2.96%7.32%-11.19%5.08%
19895.74%8.38%9.61%0.60%
1988-3.62%-0.41%N/AN/A

Rank in category (by total return)

YTD76
1-month69
3-month63
1-year83
3-year97
5-year92

Load adjusted returns

1-year-1.96%
3-year6.88%
5-year6.57%
10-year7.85%