Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/20/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| WBSNX (WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS N) | 8.16% | -8.63% | -10.15% | 3.55% | 1.10% | 4.60% | 7.42% | 6.45% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBSNX (WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS N) | 04/24/2000 | 05/20/2025 |
The return data shown below all have the same latest date: 05/20/2025.
AR inception is since 04/24/2000.
AR inception is since 04/24/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.19 | -10.15 | 3.55 | 1.10 | 4.60 | 7.42 | 6.45 | 8.16 | -8.63 | 5.88 | 13.95 | -24.73 | -7.51 | 24.29 | 22.28 | -2.37 | 26.50 | 18.95 | -4.51 | 2.94 | 52.60 | 18.15 | -13.31 | 16.16 | 69.55 | -46.85 | -2.07 | 14.12 | 1.06 | 27.29 | 61.88 | -17.30 | 26.06 | 6.39 |
| Sharpe Ratio | NA | -0.58 | -0.03 | -0.02 | 0.12 | NA | NA | 0.29 | -0.79 | -0.03 | 0.54 | -0.82 | -0.24 | 0.61 | 1.38 | -0.21 | 2.34 | 1.06 | -0.29 | 0.18 | 3.83 | 1.07 | -0.43 | 0.72 | 2.21 | -1.24 | -0.32 | 0.73 | -0.08 | 1.62 | 3.49 | -0.80 | 0.97 | 0.17 |
| Standard Deviation(%) | NA | 27.04 | 24.50 | 27.02 | 24.31 | NA | NA | 23.36 | 30.39 | 23.03 | 18.04 | 31.99 | 31.56 | 39.42 | 15.14 | 17.31 | 11.12 | 17.72 | 15.83 | 15.90 | 13.71 | 17.10 | 31.20 | 22.36 | 31.39 | 38.28 | 16.07 | 14.95 | 13.89 | 16.31 | 17.51 | 22.98 | 24.97 | 29.94 |
| Draw Down(%) | NA | 33.71 | 33.71 | 49.13 | 49.13 | NA | NA | 62.47 | 24.80 | 16.77 | 16.39 | 32.00 | 30.01 | 39.17 | 8.70 | 26.74 | 5.15 | 16.91 | 16.05 | 12.58 | 4.62 | 12.82 | 29.96 | 23.72 | 22.28 | 57.21 | 16.60 | 14.93 | 14.19 | 15.74 | 12.14 | 31.43 | 25.23 | 31.11 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.64 | 7.52 | 6.47 | 10.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.78 | 12.07 | 19.77 | 6.76 | 7.87 | 17.21 | 24.46 | 0.50 | 0.00 | 0.00 | 0.00 | 2.57 | 6.02 | 7.11 | 9.10 | 9.12 | 2.61 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBSNX (WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS N) |
-20.49%
Feb 2006 - Feb 2009 |
-8.28%
Feb 2004 - Feb 2009 |
3.94%
Aug 2000 - Aug 2010 |
5.24%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBSNX (WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS N) |
34.40%
Mar 2003 - Mar 2006 |
28.18%
Feb 2009 - Feb 2014 |
19.12%
Feb 2009 - Feb 2019 |
12.89%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart