Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WSMNX (WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS N) 13.20% 25.69% 11.78% 3.52% 10.72% 11.04% NA
Data as of 06/04/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
Name Start Date End Date
WSMNX (WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS N) 06/05/2009 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
Annualized Return (%) 1.98 25.69 11.78 3.52 10.72 11.04 NA 13.20 0.38 11.23 17.86 -23.17 7.97 32.07 30.41 -2.37 28.52 6.46 4.40 8.52 41.49 12.19 -0.27 22.76 20.80
Sharpe Ratio NA 1.28 0.45 0.03 0.42 NA NA 1.32 -0.11 0.45 0.82 -0.78 0.39 0.90 2.07 -0.21 2.85 0.39 0.29 0.62 3.16 0.75 -0.01 1.10 1.92
Standard Deviation(%) NA 18.16 19.30 22.08 21.54 NA NA 21.23 22.11 16.96 17.58 31.57 20.15 35.36 13.96 17.95 9.82 16.12 15.11 13.73 13.13 16.23 29.64 20.62 20.20
Draw Down(%) NA 11.55 26.77 36.99 36.99 NA NA 11.55 25.66 9.81 15.53 31.67 13.27 36.79 6.06 25.04 3.12 15.70 10.85 8.38 4.36 13.89 25.94 16.39 8.73
Yield(%) 0.00 3.37 8.47 6.18 8.88 9.85 11.60 0.00 3.04 13.64 9.38 2.68 10.00 2.27 9.24 8.34 6.76 2.92 5.49 8.85 8.75 2.86 9.06 0.00 0.00
Data as of 06/04/2026, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSMNX (WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS N) -3.40%
Apr 2021 – Apr 2024
0.55%
Mar 2021 – Mar 2026
7.79%
Apr 2015 – Apr 2025
9.67%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSMNX (WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS N) 22.97%
Dec 2018 – Dec 2021
21.79%
Feb 2016 – Feb 2021
17.23%
Sep 2011 – Sep 2021
12.98%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return