Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBCIX (William Blair Small-Mid Cap Core Fund Class I) | 12.70% | 21.79% | 11.78% | 5.30% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBCIX (William Blair Small-Mid Cap Core Fund Class I) | 10/03/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | 21.79 | 11.78 | 5.30 | NA | NA | NA | … | … | 12.70 | 1.29 | 12.04 | 13.26 | -17.11 | 26.63 | 20.60 | 9.38 |
| Sharpe Ratio | NA | 1.06 | 0.47 | 0.12 | NA | NA | NA | … | … | 1.39 | -0.07 | 0.52 | 0.55 | -0.66 | 1.40 | 0.53 | 4.78 |
| Standard Deviation(%) | NA | 16.79 | 18.43 | 20.67 | NA | NA | NA | … | … | 18.81 | 21.31 | 16.04 | 17.77 | 28.14 | 18.95 | 38.37 | 9.14 |
| Draw Down(%) | NA | 11.06 | 23.53 | 27.65 | NA | NA | NA | … | … | 11.06 | 22.53 | 7.52 | 16.36 | 25.41 | 10.20 | 39.56 | 1.93 |
| Yield(%) | 0.00 | 3.13 | 1.77 | 0.99 | 0.77 | 0.51 | 0.39 | … | … | 0.00 | 2.94 | 1.50 | 0.16 | 0.00 | 0.00 | 0.00 | 0.07 |
Data as of 06/04/2026, Common starting date is 10/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBCIX (William Blair Small-Mid Cap Core Fund Class I) |
0.01%
Apr 2021 – Apr 2024 |
3.33%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBCIX (William Blair Small-Mid Cap Core Fund Class I) |
21.38%
Mar 2020 – Mar 2023 |
15.19%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart