Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSMIX (WILLIAM BLAIR SMALL-MID CAP VALUE FUND CLASS I) | NA | 46.69% | 5.76% | 8.16% | NA | NA | NA | … | … |
Data as of 04/29/2021, Common starting date is 12/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSMIX (WILLIAM BLAIR SMALL-MID CAP VALUE FUND CLASS I) | 12/21/2011 | 04/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 46.69 | 5.76 | 8.16 | NA | NA | NA | … | … | 16.04 | -4.60 | 23.03 | -15.03 | 9.84 | 21.00 | -2.85 | 4.96 | 36.69 | 12.22 | 0.87 |
| Sharpe Ratio | NA | 2.03 | 0.17 | 0.34 | NA | NA | NA | … | … | 3.30 | -0.12 | 1.60 | -1.04 | 0.88 | 1.32 | -0.18 | 0.36 | 2.68 | 0.81 | 2.53 |
| Standard Deviation(%) | NA | 22.97 | 26.18 | 21.91 | NA | NA | NA | … | … | 17.81 | 40.25 | 13.49 | 15.72 | 10.54 | 15.64 | 15.58 | 13.61 | 13.66 | 15.06 | 17.30 |
| Draw Down(%) | NA | 12.39 | 45.45 | 45.45 | NA | NA | NA | … | … | 5.10 | 45.45 | 8.13 | 24.26 | 5.90 | 11.32 | 12.70 | 11.85 | 6.21 | 11.16 | 1.61 |
| Yield(%) | 0.00 | 3.27 | 8.53 | 9.05 | 9.15 | 6.10 | 4.58 | … | … | 0.00 | 2.47 | 2.44 | 21.37 | 11.21 | 5.74 | 5.13 | 8.42 | 11.02 | 4.13 | 0.00 |
Data as of 04/29/2021, Common starting date is 12/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMIX (WILLIAM BLAIR SMALL-MID CAP VALUE FUND CLASS I) |
-8.94%
Mar 2017 – Mar 2020 |
-2.83%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMIX (WILLIAM BLAIR SMALL-MID CAP VALUE FUND CLASS I) |
17.42%
May 2012 – May 2015 |
13.96%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart