Segall Bryant Financials
| SBHVX Fund | USD 16.88 0.03 0.18% |
Segall |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Segall Bryant Fund Summary
Segall Bryant competes with The Gabelli, Jpmorgan Equity, Ab Select, Locorr Dynamic, and Multimedia Portfolio. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small-capitalization companies. It will primarily invest in common stock. The funds manager considers small-capitalization companies to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000 Value Index, at the time of purchase.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | INVESTMENT MANAGERS SERIES |
| Mutual Fund Family | Segall Bryant & Hamill |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 392 2673 |
| Currency | USD - US Dollar |
Segall Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Segall Bryant's current stock value. Our valuation model uses many indicators to compare Segall Bryant value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Segall Bryant competition to find correlations between indicators driving Segall Bryant's intrinsic value. More Info.Segall Bryant Hamill is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Segall Bryant Hamill is roughly 10.78 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Segall Bryant's earnings, one of the primary drivers of an investment's value.Segall Bryant Hamill Systematic Risk
Segall Bryant's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Segall Bryant volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Segall Bryant Hamill correlated with the market. If Beta is less than 0 Segall Bryant generally moves in the opposite direction as compared to the market. If Segall Bryant Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Segall Bryant Hamill is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Segall Bryant is generally in the same direction as the market. If Beta > 1 Segall Bryant moves generally in the same direction as, but more than the movement of the benchmark.
Segall Bryant November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Segall Bryant help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Segall Bryant Hamill. We use our internally-developed statistical techniques to arrive at the intrinsic value of Segall Bryant Hamill based on widely used predictive technical indicators. In general, we focus on analyzing Segall Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Segall Bryant's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.08 | |||
| Information Ratio | 0.0172 | |||
| Maximum Drawdown | 8.07 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 2.0 |
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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