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Segall Bryant & Hamill Glb Lrg Cp Inst (WIMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.20-0.03 (-0.27%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.34%
5-year average return9.18%
Number of years up12
Number of years down4
Best 1-yr total return (27 Jun 2024)30.10%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.10%
Worst 3-yr total return1.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWIMVXCategory
YTD8.97%12.08%
1-month4.54%0.64%
3-month1.84%6.49%
1-year22.19%38.01%
3-year6.73%12.74%
5-year10.13%12.82%
10-year7.57%9.05%
Last bull market24.08%18.82%
Last bear market-14.31%-20.53%

Annual total return (%) history

Year
WIMVXCategory
2024
N/AN/A
2023
21.87%N/A
2022
-18.55%N/A
2021
25.94%N/A
2020
3.04%12.96%
2019
25.55%25.26%
2018
-8.53%-10.06%
2017
19.78%22.28%
2016
8.63%6.93%
2015
-0.42%-0.92%
2014
4.66%3.67%
2013
24.83%24.08%
2012
13.56%14.39%
2011
5.34%-7.19%
2010
4.05%14.49%
2009
30.10%34.45%
2008
-36.09%-41.13%
2007
N/A12.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.77%N/AN/AN/A
20236.94%6.82%-3.65%10.72%
2022-9.30%-14.31%-4.98%10.30%
20214.73%8.22%2.12%8.82%
2020-23.70%16.15%2.93%12.96%
201910.15%4.43%2.21%6.79%
2018-4.07%-1.05%5.15%-8.36%
20175.42%4.72%2.08%6.30%
20162.61%2.90%3.15%-0.25%
2015-1.64%-0.23%-5.25%7.09%
20142.38%3.04%-3.14%2.42%
201312.55%-1.19%4.40%7.50%
20129.77%-2.78%5.81%0.57%
20115.10%2.92%-13.19%12.18%
20103.62%-13.45%8.08%7.34%
2009-5.65%15.29%14.81%4.18%
2008-5.92%-1.21%-10.78%-22.93%
2007-4.78%N/AN/AN/A

Rank in category (by total return)

YTD34
1-month36
3-month82
1-year43
3-year16
5-year57

Load adjusted returns

1-year22.19%
3-year6.73%
5-year10.13%
10-year7.57%