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Segall Bryant & Hamill Qua Hi Yld Inst (WILTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.46-0.01 (-0.12%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.05%
5-year average return3.70%
Number of years up12
Number of years down4
Best 1-yr total return (16 Jun 2024)40.29%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return40.29%
Worst 3-yr total return0.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWILTXCategory
YTD1.45%3.62%
1-month1.12%1.08%
3-month1.05%2.50%
1-year9.75%14.69%
3-year1.84%6.16%
5-year3.82%6.21%
10-year4.20%5.48%
Last bull market9.82%11.96%
Last bear market-7.85%-7.27%

Annual total return (%) history

Year
WILTXCategory
2024
N/AN/A
2023
12.21%N/A
2022
-9.51%N/A
2021
3.33%N/A
2020
7.40%4.91%
2019
12.30%12.62%
2018
-2.00%-2.59%
2017
6.35%6.47%
2016
13.10%13.30%
2015
-1.51%-4.01%
2014
5.21%1.11%
2013
4.45%6.90%
2012
10.74%14.67%
2011
8.14%2.83%
2010
12.79%14.24%
2009
40.29%46.70%
2008
-29.88%-26.41%
2007
N/A1.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.63%N/AN/AN/A
20233.06%1.66%-0.42%7.55%
2022-4.60%-7.85%-0.70%3.67%
2021-0.29%2.27%0.97%0.35%
2020-9.28%9.12%4.15%4.17%
20196.05%2.36%1.68%1.74%
2018-1.15%0.24%1.79%-2.84%
20171.97%2.18%1.50%0.56%
20163.81%4.00%3.88%0.85%
20152.52%-0.55%-2.83%-0.58%
20142.65%1.70%-0.74%1.53%
20131.52%-1.15%1.51%2.54%
20123.49%1.55%3.51%1.80%
20113.24%1.36%-1.46%4.87%
20104.66%0.32%6.13%1.22%
20091.21%19.41%11.38%4.23%
2008-4.07%-1.05%-12.34%-15.74%
2007-3.89%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month51
3-month86
1-year78
3-year42
5-year46

Load adjusted returns

1-year9.75%
3-year1.84%
5-year3.82%
10-year4.20%