Segall Bryant Competition

SBHPX Fund

USD 10.19 0.01 0.1%

Segall Bryant Hamill competes with Segall Bryant, Segall Bryant, Segall Bryant, Segall Bryant, and Segall Bryant; as well as few others. The fund is listed under Short-Term Bond category and is part of Segall Bryant & Hamill family. Analyzing Segall Bryant competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Segall Bryant to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Segall Bryant Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Segall Bryant competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
10.12	10.19	10.26

Details

Intrinsic

Valuation

Low	Real	High
9.30	9.37	11.21

Details

Segall Bryant Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Segall Bryant and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Segall and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Segall Bryant Hamill does not affect the price movement of the other competitor.

	SBASX	SBEMX	SBHCX	SBHEX	SBHPX	SBHSX	SBHVX	SBRVX	SBRAX
SBASX		0.53	0.75	0.53	0.62	0.69	0.78	0.99	0.71	SBASX
SBEMX	0.53		0.77	1.0	0.78	0.81	0.73	0.54	0.66	SBEMX
SBHCX	0.75	0.77		0.77	0.9	0.95	0.99	0.79	0.94	SBHCX
SBHEX	0.53	1.0	0.77		0.78	0.8	0.73	0.54	0.65	SBHEX
SBHPX	0.62	0.78	0.9	0.78		0.96	0.89	0.66	0.86	SBHPX
SBHSX	0.69	0.81	0.95	0.8	0.96		0.93	0.72	0.9	SBHSX
SBHVX	0.78	0.73	0.99	0.73	0.89	0.93		0.83	0.98	SBHVX
SBRVX	0.99	0.54	0.79	0.54	0.66	0.72	0.83		0.78	SBRVX
SBRAX	0.71	0.66	0.94	0.65	0.86	0.9	0.98	0.78		SBRAX
	SBASX	SBEMX	SBHCX	SBHEX	SBHPX	SBHSX	SBHVX	SBRVX	SBRAX

Risk-Adjusted Indicators

There is a big difference between Segall Mutual Fund performing well and Segall Bryant Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Segall Bryant's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SBASX	0.84	0.13	0.14	0.21	0.67	(0.94)	1.91	(1.38)	6.95
SBEMX	0.57	0.12	0.11	0.33	0.36	(0.71)	1.24	(0.94)	3.42
SBHCX	0.84	0.13	0.14	0.20	0.63	(0.95)	1.92	(1.39)	7.08
SBHEX	0.56	0.12	0.11	0.33	0.32	(0.72)	1.23	(0.95)	3.17
SBHPX	0.05	0.00	(0.69)	0.29	0.00	(0.10)	0.10	(0.10)	0.30
SBHSX	0.48	0.11	0.10	0.30	0.31	(0.57)	1.13	(1.01)	2.58
SBHVX	1.14	0.24	0.25	0.26	0.64	(1.33)	2.30	(1.53)	14.92
SBRVX	1.14	0.26	0.26	0.29	0.59	(1.33)	2.30	(1.53)	14.89
SBRAX	1.36	0.61	0.88	0.73	0.00	(1.82)	1.22	(1.05)	42.86

Unable to evaluate fundamental data of [SBASX, SBEMX, SBHCX, SBHEX, SBHPX, SBHSX, SBHVX, SBRVX, SBRAX] at this time. Please try again later

All Fundamental Data

Segall Bryant Competitive Analysis

The better you understand Segall Bryant competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Segall Bryant's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Segall Bryant's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	SBHPX	SBASX	SBEMX	SBHCX	SBHEX	SBHSX	SBHVX	SBRVX	SBRAX
	0.1 10.19 Segall	0.30 13.48 Segall	0.40 12.47 Segall	0.37 13.39 Segall	0.48 12.42 Segall	0.46 15.34 Segall	0.49 16.40 Segall	0.49 16.35 Segall	0.06 16.72 Segall
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Not too volatile	Somewhat reliable
Market Performance (90 Days Performance)	Good	Good	Solid	Good	Solid	Solid	Good	Good	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Net Asset	13.74 M	30.55 M	87.09 M	20	87.09 M	88.45 M	379.02 M	383.78 M	10.31 K
Minimum Initial Investment	2.5 K	250 K	250 K	N/A	N/A	N/A	250 K	N/A	2.5 K
Price To Book	N/A	N/A	N/A	N/A	N/A	N/A	1.75	N/A	N/A
Five Year Return	2.68	8.18	10.3	7.43	10.11	12.52	7.78	8.15	8.97
One Year Return	5.46	8.86	39.96	9.2	39.72	52.28	20.03	19.8	8.34
Last Dividend Paid	N/A	N/A	0.16	N/A	0.15	0.17	N/A	N/A	0.03
Price To Earning	N/A	N/A	N/A	N/A	N/A	N/A	18.86	N/A	N/A
Price To Sales	N/A	N/A	N/A	N/A	N/A	N/A	1.11	N/A	N/A
Cash Position Weight	9.04	5.73	1.2	7.38	0.37	0.03	6.22	10.14	1.42
Equity Positions Weight	N/A	94.27	98.33	92.62	99.63	98.72	93.78	89.86	98.58
Three Year Return	5.14	11.11	22.48	11.18	22.23	23.08	14.36	13.55	12.59
Annual Yield	0.0465	0.0015	0.0276	3.0E-4	0.0266	0.0506	0.0049	0.0034	4.0E-4
Year To Date Return	0.0982	8.36	3.56	5.91	3.57	2.21	7.21	9.44	2.33
Bond Positions Weight	89.99	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T
Day Typical Price	10.19	13.48	12.47	13.39	12.42	15.34	16.4	16.35	16.72
Period Momentum Indicator	(0.01)	(0.04)	(0.05)	(0.05)	(0.06)	0.07	(0.08)	(0.08)	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	10.19	13.48	12.47	13.39	12.42	15.34	16.4	16.35	16.72
Price Action Indicator	(0.01)	(0.02)	(0.03)	(0.03)	(0.03)	0.035	(0.04)	(0.04)	0.005
Coefficient Of Variation	451.62	512.44	408.14	501.08	407.02	384.63	537.66	527.49	736.78
Mean Deviation	0.0487	0.8432	0.5678	0.8379	0.5644	0.4826	1.14	1.14	1.36
Jensen Alpha	0.0034	0.1294	0.1216	0.1259	0.1202	0.1078	0.2399	0.2624	0.6066
Total Risk Alpha	(0)	0.0688	0.0732	0.0734	0.0725	0.0715	0.1022	0.1115	0.0178
Sortino Ratio	(0.69)	0.1352	0.1098	0.1431	0.1122	0.1031	0.2504	0.2615	0.8774
Downside Variance	0.0153	1.03	0.4971	0.9592	0.4509	0.3753	1.2	1.22	0.4712
Standard Deviation	0.0676	1.22	0.7253	1.21	0.7149	0.6288	2.02	2.05	5.18
Kurtosis	1.02	4.78	0.3872	5.11	0.1745	0.0773	26.5	26.12	63.72
Potential Upside	0.099	1.91	1.24	1.92	1.23	1.13	2.3	2.3	1.22
Treynor Ratio	0.2904	0.2097	0.3288	0.199	0.329	0.3036	0.2634	0.2938	0.7274
Maximum Drawdown	0.2967	6.95	3.42	7.08	3.17	2.58	14.92	14.89	42.86
Variance	0.0046	1.48	0.5261	1.45	0.5111	0.3953	4.07	4.21	26.8
Market Risk Adjusted Performance	0.3004	0.2197	0.3388	0.209	0.339	0.3136	0.2734	0.3038	0.7374
Risk Adjusted Performance	0.0609	0.1395	0.1702	0.1425	0.1706	0.1791	0.1355	0.138	0.1027
Skewness	(0.20)	1.37	0.0651	1.43	0.1122	(0.05)	4.24	4.25	7.92
Semi Deviation	0.0	0.6671	0.3634	0.6312	0.3218	0.3086	0.6395	0.593	0.0
Information Ratio	(1.26)	0.1126	0.1067	0.1163	0.1053	0.1004	0.1362	0.1407	0.1163
Value At Risk	(0.1)	(1.38)	(0.94)	(1.39)	(0.95)	(1.01)	(1.53)	(1.53)	(1.05)
Expected Short fall	(0.10)	(0.94)	(0.71)	(0.95)	(0.72)	(0.57)	(1.33)	(1.33)	(1.82)
Downside Deviation	0.1237	1.01	0.705	0.9794	0.6715	0.6126	1.1	1.1	0.6865
Semi Variance	(0.01)	0.4451	0.132	0.3985	0.1035	0.0953	0.409	0.3517	(0.41)

Segall Bryant Competition Performance Charts

Five steps to successful analysis of Segall Bryant Competition

Segall Bryant's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Segall Bryant Hamill in relation to its competition. Segall Bryant's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Segall Bryant in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Segall Bryant's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Segall Bryant Hamill, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Other Information on Investing in Segall Mutual Fund

Segall Bryant financial ratios help investors to determine whether Segall Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Segall with respect to the benefits of owning Segall Bryant security.

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