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Segall Bryant & Hamill Plus Bond Fund Institutional Class: (MF: WIIBX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:42 PM ET

$9.37 USD

+0.02 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.98 11
3 months 1.71 16
6 months 4.34 12
1 Year 6.67 21
3 Year 5.97 46
5 Year 1.23 60
10 Year 2.86 54

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) 0.86
Bull Market (2/09 - 3/21) 84.56

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.50
5 Year 0.48
10 Year 2.83
Since Inception 3.49

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.61 1.32 2.19 1.19
2024 -0.25 0.45 4.98 -2.87
2023 3.59 -0.22 -2.94 7.24
2022 -5.78 -5.71 -3.97 2.05
2021 -2.93 2.32 0.26 -0.02

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.987.502.167.59-12.94-0.448.698.950.034.834.00
% Total Return Rel to Index 0.250.120.902.060.071.101.190.220.021.281.35
% Total Return Rel to Peer -0.010.85-2.220.41-2.79-0.491.660.690.941.230.48
% Perf Quintile vs Peer* 2.002.000.002.003.003.002.003.002.002.002.00
% Dividends 0.060.400.380.350.300.270.310.370.340.360.36
% Yield 0.354.164.104.203.312.512.723.363.303.383.40
Capital Gains ($) 0.000.000.000.000.000.070.150.070.020.010.00
Expense Ratio 0.000.400.400.400.400.400.400.400.400.400.38

* 1 = Top 20%, 5 = Bottom 20%