Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEQRX (Segall Bryant & Hamill Workplace Equality Fund Retail Class) | NA | 140,230.52% | 1,074.51% | NA | NA | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 05/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEQRX (Segall Bryant & Hamill Workplace Equality Fund Retail Class) | 05/01/2019 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 129,093.90 | 140,230.52 | 1,074.51 | NA | NA | NA | NA | … | … | 136,885.31 | -21.12 | 26.18 | 6.82 | 8.04 |
| Sharpe Ratio | NA | 195.29 | 2.59 | NA | NA | NA | NA | … | … | 231,941.18 | -0.87 | 1.83 | 0.19 | 0.87 |
| Standard Deviation(%) | NA | 718.06 | 414.31 | NA | NA | NA | NA | … | … | 1,021.30 | 25.91 | 14.30 | 33.68 | 12.49 |
| Draw Down(%) | NA | 16.47 | 27.16 | NA | NA | NA | NA | … | … | 9.37 | 26.56 | 5.51 | 35.14 | 8.15 |
| Yield(%) | 99.92 | 108.48 | 42.16 | 24.31 | 12.15 | 8.10 | 6.08 | … | … | 106.44 | 0.76 | 8.89 | 2.27 | 5.92 |
Data as of 06/30/2023, Common starting date is 05/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEQRX (Segall Bryant & Hamill Workplace Equality Fund Retail Class) |
1.56%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEQRX (Segall Bryant & Hamill Workplace Equality Fund Retail Class) |
12.67%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart