Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSMDX (WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS I) | 13.34% | 26.06% | 12.07% | 3.78% | 11.00% | 11.32% | 10.19% | … | … |
Data as of 06/04/2026, Common starting date is 03/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSMDX (WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS I) | 03/24/2005 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 26.06 | 12.07 | 3.78 | 11.00 | 11.32 | 10.19 | … | … | 13.34 | -2.14 | 11.53 | 18.13 | -22.98 | 8.28 | 32.38 | 30.77 | -2.15 | 28.85 | 6.74 | 4.67 | 8.80 | 41.89 | 12.36 | 0.01 | 23.52 | 44.26 | -37.54 | 12.54 | 9.96 | 14.73 |
| Sharpe Ratio | NA | 1.29 | 0.47 | 0.04 | 0.43 | NA | NA | … | … | 1.33 | -0.12 | 0.47 | 0.83 | -0.78 | 0.41 | 0.90 | 2.10 | -0.20 | 2.90 | 0.40 | 0.31 | 0.64 | 3.20 | 0.76 | 0.00 | 1.14 | 1.58 | -1.01 | 0.57 | 0.43 | 1.29 |
| Standard Deviation(%) | NA | 18.21 | 19.33 | 22.10 | 21.55 | NA | NA | … | … | 21.28 | 22.37 | 16.99 | 17.57 | 31.58 | 20.16 | 35.36 | 13.96 | 17.93 | 9.77 | 16.19 | 15.12 | 13.75 | 13.09 | 16.23 | 29.64 | 20.52 | 28.03 | 38.06 | 16.62 | 15.28 | 13.20 |
| Draw Down(%) | NA | 11.50 | 26.71 | 36.88 | 36.88 | NA | NA | … | … | 11.50 | 25.63 | 9.79 | 15.45 | 31.60 | 13.22 | 36.77 | 6.05 | 24.98 | 3.12 | 15.64 | 10.84 | 8.24 | 4.31 | 13.82 | 25.90 | 16.00 | 19.81 | 49.02 | 11.17 | 15.77 | 6.37 |
| Yield(%) | 0.00 | 3.04 | 7.82 | 5.79 | 8.54 | 9.67 | 9.46 | … | … | 0.00 | 2.75 | 12.50 | 8.67 | 2.49 | 9.38 | 2.14 | 8.76 | 7.96 | 6.48 | 2.81 | 5.31 | 8.60 | 8.54 | 3.10 | 8.89 | 0.41 | 0.00 | 0.00 | 11.06 | 5.18 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMDX (WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS I) |
-13.71%
Feb 2006 – Feb 2009 |
0.80%
Mar 2021 – Mar 2026 |
7.89%
Feb 2006 – Feb 2016 |
8.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMDX (WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS I) |
30.88%
Feb 2009 – Feb 2012 |
27.00%
Feb 2009 – Feb 2014 |
19.16%
Feb 2009 – Feb 2019 |
15.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart