Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBSRX (William Blair Small Cap Growth Fund) | 16.83% | 32.27% | 16.03% | 6.10% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBSRX (William Blair Small Cap Growth Fund) | 05/06/2019 | 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 (%) | 1.35 | 32.27 | 16.03 | 6.10 | NA | NA | NA | … | … | 16.83 | 3.08 | 19.39 | 16.48 | -21.42 | 12.73 | 38.95 | 0.60 |
| Sharpe Ratio | NA | 1.46 | 0.61 | 0.14 | NA | NA | NA | … | … | 1.71 | 0.01 | 0.80 | 0.71 | -0.73 | 0.58 | 1.01 | -0.03 |
| Standard Deviation(%) | NA | 19.92 | 21.00 | 23.20 | NA | NA | NA | … | … | 21.66 | 23.70 | 19.68 | 18.14 | 31.47 | 22.04 | 38.24 | 15.00 |
| Draw Down(%) | NA | 12.74 | 25.39 | 38.10 | NA | NA | NA | … | … | 12.74 | 24.76 | 10.68 | 16.34 | 31.92 | 14.94 | 39.15 | 8.67 |
| Yield(%) | 0.00 | 7.84 | 7.18 | 6.58 | 5.93 | 3.96 | 2.97 | … | … | 0.00 | 7.14 | 11.03 | 1.76 | 2.66 | 17.32 | 12.23 | 2.04 |
Data as of 06/04/2026, Common starting date is 05/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBSRX (William Blair Small Cap Growth Fund) |
-2.46%
Apr 2021 – Apr 2024 |
2.96%
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 |
|---|---|---|---|---|
| WBSRX (William Blair Small Cap Growth Fund) |
20.51%
Mar 2020 – Mar 2023 |
15.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart