Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBVNX (William Blair Small Cap Value Fund Class N) | 16.45% | 30.91% | 11.72% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBVNX (William Blair Small Cap Value Fund Class N) | 07/27/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 30.91 | 11.72 | NA | NA | NA | NA | … | … | 16.45 | 2.61 | 3.20 | 10.68 | -11.50 | 7.80 |
| Sharpe Ratio | NA | 1.64 | 0.44 | NA | NA | NA | NA | … | … | 2.47 | -0.01 | -0.02 | 0.36 | -0.54 | 1.01 |
| Standard Deviation(%) | NA | 16.60 | 19.64 | NA | NA | NA | NA | … | … | 16.37 | 21.37 | 19.31 | 19.61 | 24.04 | 18.49 |
| Draw Down(%) | NA | 9.70 | 26.47 | NA | NA | NA | NA | … | … | 9.70 | 22.54 | 10.05 | 18.68 | 21.57 | 8.87 |
| Yield(%) | 0.00 | 2.22 | 3.16 | 3.61 | 1.81 | 1.20 | 0.90 | … | … | 0.00 | 2.04 | 3.57 | 3.29 | 6.02 | 3.81 |
Data as of 06/05/2026, Common starting date is 07/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBVNX (William Blair Small Cap Value Fund Class N) |
-1.15%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBVNX (William Blair Small Cap Value Fund Class N) |
12.63%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart