Nasdaq - Delayed Quote USD

Segall Bryant & Hamill Em Mkts Instl (SBEMX)

9.87
+0.02
+(0.20%)
At close: 8:04:53 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.69%
5y Average Return 12.06%
Number of Years Up 8
Number of Years Down 5
Best 1Y Total Return (May 20, 2025) 36.08%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 36.08%
Worst 3Y Total Return -7.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SBEMX
Category
YTD
3.23%
8.73%
1-Month
-0.22%
1.20%
3-Month
1.20%
5.47%
1-Year
8.05%
41.79%
3-Year
8.81%
11.48%
5-Year
10.77%
12.18%
10-Year
4.63%
4.39%
Last Bull Market
5.03%
17.73%
Last Bear Market
-11.02%
-25.55%

Annual Total Return (%) History

Year
SBEMX
Category
2025
--
--
2024
13.88%
--
2023
20.60%
--
2022
-16.08%
--
2021
5.49%
--
2020
7.18%
17.90%
2019
18.81%
19.25%
2018
-17.05%
-16.07%

2017
36.08%
34.17%
2016
14.11%
8.47%
2015
-14.58%
-13.79%
2014
-6.59%
-3.01%
2013
-1.45%
-0.14%
2012
23.09%
18.15%
2011
--
-19.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.45% -- -- --
2024 7.02% 7.78% 4.85% -5.83%
2023 5.97% 4.35% 0.00% 9.06%
2022 -3.83% -11.02% -11.62% 10.97%
2021 7.54% 5.89% -7.10% -0.28%
2020 -26.12% 16.82% 7.47% 15.56%
2019 10.90% 1.80% -5.18% 10.99%
2018 3.31% -8.88% -3.97% -8.23%
2017 13.97% 4.37% 7.44% 6.48%
2016 5.26% 1.62% 9.68% -2.73%

2015 0.62% 4.12% -17.45% -1.23%
2014 -0.97% 7.28% -4.55% -7.88%
2013 -2.45% -8.07% 8.97% 0.84%
2012 16.62% -8.67% 6.80% 8.21%
2011 -26.11% 7.54% -- --

Rank in Category (By Total Return)

YTD 52
1-Month 92
3-Month 65
1-Year 41
3-Year 4
5-Year 13

Load Adjusted Returns

1-Year 8.05%
3-Year 8.81%
5-Year 10.77%
10-Year 4.63%

Performance & Risk

YTD Return 9.69%
5y Average Return 12.06%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Segall Bryant & Hamill
Net Assets 64.9M
YTD Return 3.23%
Yield 6.49%
Morningstar Rating
Inception Date Jun 30, 2011

Fund Summary

The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities, primarily common stock, of companies tied economically to emerging markets countries. The fund's adviser considers emerging markets countries to be those countries included in the MSCI Emerging Markets Index.

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