Segall Bryant Hamill Fund Manager Performance Evaluation
| SBHAX Fund | USD 16.90 0.05 0.30% |
The entity has a beta of 0.95, which indicates possible diversification benefits within a given portfolio. Segall Bryant returns are very sensitive to returns on the market. As the market goes up or down, Segall Bryant is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Segall Bryant Hamill are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Segall Bryant showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | SBHAX Fund Price Today, Quote, Chart and News - Markets.com | 12/17/2025 |
| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 0.8400 |
Segall |
Segall Bryant Relative Risk vs. Return Landscape
If you would invest 1,163 in Segall Bryant Hamill on October 30, 2025 and sell it today you would earn a total of 527.00 from holding Segall Bryant Hamill or generate 45.31% return on investment over 90 days. Segall Bryant Hamill is currently producing 0.7393% returns and takes up 5.4206% volatility of returns over 90 trading days. Put another way, 48% of traded mutual funds are less volatile than Segall, and 86% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Segall Bryant Current Valuation
Undervalued
Today
Please note that Segall Bryant's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be undervalued. Segall Bryant Hamill has a current Real Value of $17.57 per share. The regular price of the fund is $16.9. We determine the value of Segall Bryant Hamill from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Segall Bryant is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Segall Mutual Fund. However, Segall Bryant's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.9 | Real 17.57 | Hype 16.9 | Naive 18.22 |
The intrinsic value of Segall Bryant's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Segall Bryant's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Segall Bryant Hamill helps investors to forecast how Segall mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Segall Bryant more accurately as focusing exclusively on Segall Bryant's fundamentals will not take into account other important factors: Segall Bryant Target Price Odds to finish over Current Price
The tendency of Segall Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 16.90 | 90 days | 16.90 | about 14.2 |
Based on a normal probability distribution, the odds of Segall Bryant to move above the current price in 90 days from now is about 14.2 (This Segall Bryant Hamill probability density function shows the probability of Segall Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Segall Bryant has a beta of 0.95. This usually implies Segall Bryant Hamill market returns are sensitive to returns on the market. As the market goes up or down, Segall Bryant is expected to follow. Additionally Segall Bryant Hamill has an alpha of 0.6188, implying that it can generate a 0.62 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Segall Bryant Price Density |
| Price |
Predictive Modules for Segall Bryant
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Segall Bryant Hamill. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Segall Bryant Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Segall Bryant is not an exception. The market had few large corrections towards the Segall Bryant's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Segall Bryant Hamill, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Segall Bryant within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.62 | |
β | Beta against Dow Jones | 0.95 | |
σ | Overall volatility | 2.52 | |
Ir | Information ratio | 0.12 |
Segall Bryant Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Segall Bryant for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Segall Bryant Hamill can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Segall Bryant Hamill is way too risky over 90 days horizon | |
| Segall Bryant Hamill appears to be risky and price may revert if volatility continues | |
| The fund maintains 96.47% of its assets in stocks |
Segall Bryant Fundamentals Growth
Segall Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Segall Bryant, and Segall Bryant fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Segall Mutual Fund performance.
| Price To Earning | 21.43 X | ||||
| Price To Book | 2.64 X | ||||
| Price To Sales | 2.15 X | ||||
| Total Asset | 74.92 M | ||||
About Segall Bryant Performance
Evaluating Segall Bryant's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Segall Bryant has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Segall Bryant has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of companies of any size, including small- and mid-capitalization companies. It will primarily invest in common stock of companies traded on U.S. exchanges with market capitalization in excess of 1 billion.Things to note about Segall Bryant Hamill performance evaluation
Checking the ongoing alerts about Segall Bryant for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Segall Bryant Hamill help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Segall Bryant Hamill is way too risky over 90 days horizon | |
| Segall Bryant Hamill appears to be risky and price may revert if volatility continues | |
| The fund maintains 96.47% of its assets in stocks |
- Analyzing Segall Bryant's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Segall Bryant's stock is overvalued or undervalued compared to its peers.
- Examining Segall Bryant's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Segall Bryant's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Segall Bryant's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Segall Bryant's mutual fund. These opinions can provide insight into Segall Bryant's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |