Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBSIX (WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS I) | 16.77% | 32.21% | 15.96% | 6.03% | 13.54% | 12.71% | 9.78% | … | … |
Data as of 06/04/2026, Common starting date is 04/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBSIX (WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS I) | 04/24/2000 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 32.21 | 15.96 | 6.03 | 13.54 | 12.71 | 9.78 | … | … | 16.77 | -1.90 | 19.34 | 16.38 | -21.46 | 12.64 | 38.87 | 22.53 | -2.08 | 26.81 | 19.27 | -4.26 | 3.16 | 52.98 | 18.43 | -13.13 | 16.62 | 70.02 | -46.70 | -1.79 | 14.42 | 1.40 | 27.54 | 59.41 | -17.05 | 26.40 | 6.55 |
| Sharpe Ratio | NA | 1.46 | 0.60 | 0.14 | 0.53 | NA | NA | … | … | 1.71 | -0.19 | 0.80 | 0.71 | -0.73 | 0.57 | 1.01 | 1.39 | -0.20 | 2.36 | 1.07 | -0.27 | 0.20 | 3.86 | 1.08 | -0.42 | 0.74 | 2.23 | -1.24 | -0.31 | 0.74 | -0.06 | 1.62 | 3.34 | -0.79 | 0.98 | 0.18 |
| Standard Deviation(%) | NA | 19.92 | 21.01 | 23.20 | 22.79 | NA | NA | … | … | 21.66 | 24.84 | 19.69 | 18.16 | 31.43 | 22.04 | 38.22 | 15.12 | 17.32 | 11.12 | 17.74 | 15.83 | 15.88 | 13.70 | 17.13 | 31.25 | 22.41 | 31.35 | 38.31 | 16.09 | 14.96 | 13.89 | 16.35 | 17.57 | 23.02 | 25.01 | 29.95 |
| Draw Down(%) | NA | 12.75 | 25.41 | 38.13 | 39.16 | NA | NA | … | … | 12.75 | 24.76 | 10.67 | 16.33 | 31.95 | 14.94 | 39.16 | 8.65 | 26.70 | 5.13 | 16.88 | 15.99 | 12.42 | 4.60 | 12.75 | 29.90 | 23.68 | 22.27 | 57.14 | 16.52 | 14.89 | 14.06 | 15.67 | 12.05 | 31.34 | 25.22 | 31.07 |
| Yield(%) | 0.00 | 7.88 | 7.20 | 6.59 | 11.29 | 12.00 | 8.85 | … | … | 0.00 | 7.18 | 11.07 | 1.76 | 2.66 | 17.34 | 12.23 | 2.49 | 10.96 | 18.26 | 6.28 | 7.38 | 16.35 | 23.49 | 0.48 | 0.00 | 0.00 | 0.00 | 2.51 | 5.89 | 7.00 | 8.99 | 9.04 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBSIX (WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS I) |
-20.28%
Feb 2006 – Feb 2009 |
-8.04%
Feb 2004 – Feb 2009 |
4.03%
Aug 2000 – Aug 2010 |
6.79%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBSIX (WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS I) |
33.96%
Mar 2003 – Mar 2006 |
28.54%
Feb 2009 – Feb 2014 |
19.44%
Feb 2009 – Feb 2019 |
15.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart