Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBCRX (William Blair Small-Mid Cap Core Fund Class R6) | 12.67% | 21.83% | 11.83% | 5.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBCRX (William Blair Small-Mid Cap Core Fund Class R6) | 10/02/2019 | 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 | 21.83 | 11.83 | 5.34 | NA | NA | NA | … | … | 12.67 | 0.47 | 12.15 | 13.30 | -17.10 | 26.71 | 20.60 | 10.30 |
| Sharpe Ratio | NA | 1.06 | 0.47 | 0.12 | NA | NA | NA | … | … | 1.38 | -0.11 | 0.53 | 0.55 | -0.66 | 1.41 | 0.53 | 5.15 |
| Standard Deviation(%) | NA | 16.80 | 18.45 | 20.65 | NA | NA | NA | … | … | 18.82 | 21.51 | 16.08 | 17.70 | 28.09 | 18.94 | 38.32 | 9.28 |
| Draw Down(%) | NA | 11.05 | 23.56 | 27.64 | NA | NA | NA | … | … | 11.05 | 22.56 | 7.57 | 16.34 | 25.39 | 10.19 | 39.56 | 1.93 |
| Yield(%) | 0.00 | 3.13 | 1.81 | 1.01 | 0.79 | 0.53 | 0.40 | … | … | 0.00 | 2.94 | 1.56 | 0.22 | 0.00 | 0.00 | 0.00 | 0.08 |
Data as of 06/04/2026, Common starting date is 10/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBCRX (William Blair Small-Mid Cap Core Fund Class R6) |
0.04%
Apr 2021 – Apr 2024 |
3.36%
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 |
|---|---|---|---|---|
| WBCRX (William Blair Small-Mid Cap Core Fund Class R6) |
21.44%
Mar 2020 – Mar 2023 |
15.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart