Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WISIX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND CLASS I) | 18.83% | 19.40% | 11.38% | 0.55% | 3.43% | 5.80% | NA | 4.83% |
Data as of 07/21/2025, AR inception is 08/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WISIX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND CLASS I) | 08/14/2006 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 19.40 | 11.38 | 0.55 | 3.43 | 5.80 | NA | 4.83 | 18.83 | 0.80 | 14.72 | -34.99 | -4.65 | 26.37 | 34.22 | -24.27 | 32.70 | -4.41 | 10.00 | -7.79 | 26.12 | 21.10 | -11.84 | 26.71 | 57.52 | -51.56 | 13.34 | 12.51 |
| Sharpe Ratio | NA | 0.97 | 0.61 | -0.05 | 0.11 | NA | NA | 0.18 | 2.04 | -0.46 | 0.79 | -1.40 | -0.21 | 0.86 | 3.22 | -1.83 | 4.38 | -0.29 | 0.78 | -0.72 | 2.62 | 1.65 | -0.52 | 1.55 | 2.35 | -1.46 | 0.54 | 2.82 |
| Standard Deviation(%) | NA | 15.69 | 15.93 | 19.11 | 18.23 | NA | NA | 19.12 | 16.99 | 12.49 | 13.42 | 26.08 | 22.75 | 30.40 | 10.19 | 14.03 | 7.35 | 15.91 | 12.83 | 10.78 | 9.97 | 12.90 | 22.86 | 17.19 | 24.43 | 35.78 | 19.09 | 11.67 |
| Draw Down(%) | NA | 13.30 | 19.17 | 55.13 | 55.13 | NA | NA | 64.82 | 13.30 | 8.60 | 17.90 | 43.51 | 25.49 | 37.43 | 7.31 | 31.40 | 3.22 | 13.19 | 9.89 | 14.67 | 7.76 | 12.48 | 23.33 | 14.79 | 19.79 | 58.67 | 15.68 | 5.00 |
| Yield(%) | 0.00 | 1.76 | 1.07 | 0.55 | 2.75 | 4.59 | 3.67 | 4.08 | 0.00 | 1.80 | 1.00 | 0.13 | 0.24 | 0.05 | 0.42 | 9.19 | 11.98 | 0.35 | 2.49 | 13.76 | 6.40 | 2.53 | 1.24 | 0.88 | 0.24 | 0.83 | 8.43 | 0.48 |
Data as of 07/21/2025, AR inception is 08/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISIX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND CLASS I) |
-14.64%
Oct 2021 - Oct 2024 |
-6.08%
Sep 2017 - Sep 2022 |
-0.20%
Oct 2013 - Oct 2023 |
0.62%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISIX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND CLASS I) |
30.88%
Feb 2009 - Feb 2012 |
25.84%
Feb 2009 - Feb 2014 |
12.77%
Feb 2009 - Feb 2019 |
8.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart