Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBVRX (William Blair Small Cap Value Fund Class R6) | 18.23% | 32.92% | 12.63% | 4.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBVRX (William Blair Small Cap Value Fund Class R6) | 05/08/2019 | 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 (%) | 1.38 | 32.92 | 12.63 | 4.69 | NA | NA | NA | … | … | 18.23 | 3.01 | 3.54 | 11.06 | -11.21 | 22.13 | -60.68 | 1.09 |
| Sharpe Ratio | NA | 1.67 | 0.46 | 0.09 | NA | NA | NA | … | … | 2.50 | 0.01 | 0.00 | 0.38 | -0.53 | 1.11 | -0.69 | 0.02 |
| Standard Deviation(%) | NA | 16.59 | 19.66 | 20.54 | NA | NA | NA | … | … | 16.35 | 21.37 | 19.41 | 19.60 | 24.02 | 19.84 | 88.43 | 14.86 |
| Draw Down(%) | NA | 9.66 | 26.38 | 26.38 | NA | NA | NA | … | … | 9.66 | 22.49 | 10.05 | 18.51 | 21.36 | 10.37 | 77.07 | 8.28 |
| Yield(%) | 0.00 | 2.62 | 3.56 | 7.80 | 2.23 | 1.49 | 1.11 | … | … | 0.00 | 2.42 | 3.98 | 3.65 | 6.34 | 9.99 | 3.96 | 1.68 |
Data as of 06/04/2026, Common starting date is 05/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBVRX (William Blair Small Cap Value Fund Class R6) |
-26.54%
Sep 2019 – Sep 2022 |
-13.94%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBVRX (William Blair Small Cap Value Fund Class R6) |
16.78%
Mar 2020 – Mar 2023 |
10.55%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart