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William Blair Growth Fund (BGFIX) Sharpe Ratio: 1.62

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The William Blair Growth Fund seeks long-term capital appreciation by investing in a diversified portfolio of U.S. equity securities, focusing on companies with strong growth characteristics, quality management teams, and solid financials.

BGFIX's Sharpe Ratio of 1.62 indicates that for each unit of volatility, it generates 1.62 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 4, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

BGFIX Sharpe Ratio Rank

BGFIX Sharpe Ratio Rank: 31.632
Below Average

BGFIX ranks above 31.6% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

BGFIX Sharpe Ratio Market Positioning

The chart shows BGFIX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.44 or lower
  • Yellow zone (middle 50%): 1.44 to 2.54
  • Green zone (top 25%): 2.54 or higher
  • Top 1%: 4.65+
  • Median: 2.10 — half of all investments score higher

How it compares to other similar mutual funds

The table compares William Blair Growth Fund's Sharpe Ratio with other mutual funds in the Large Cap Growth Equities category across multiple time periods, showing how BGFIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
EFCNXEmerald Insights Fund3.86
VPMCXVanguard PRIMECAP Fund Investor Shares3.75
POGRXPrimeCap Odyssey Growth Fund3.69
ONERXOne Rock Fund3.59
FOCKXFidelity OTC Portfolio Class K3.56
FOCPXFidelity OTC Portfolio3.55
VHCAXVanguard Capital Opportunity Fund Admiral Shares3.39
FCGSXFidelity Series Growth Company Fund3.32
FOKFXFidelity OTC K6 Portfolio3.27
ANFFXAmerican Funds The New Economy Fund Class F-13.26
BGFIXWilliam Blair Growth Fund1.62

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BGFIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BGFIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does BGFIX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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