- ISIN
- US0930014024
- CUSIP
- 093001402
- Issuer
- William Blair
- Inception Date
- Sep 30, 1992
- Category
- Foreign Large Cap Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
WBIGX Performance Chart
William Blair International Growth Fund (WBIGX) is up 17.6% since the beginning of the year. WBIGX is currently trading at $31 per share. Investors who bought $1,000 worth of WBIGX shares 5 years ago would now be looking at an investment worth $1,181.
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Returns By Period
William Blair International Growth Fund (WBIGX) has returned 17.62% so far this year and 27.63% over the past 12 months. Over the last ten years, WBIGX has returned 8.61% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
William Blair International Growth Fund
- 1D
- 1.76%
- 1M
- 4.51%
- YTD
- 17.62%
- 6M
- 18.44%
- 1Y
- 27.63%
- 3Y*
- 12.98%
- 5Y*
- 3.39%
- 10Y*
- 8.61%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
WBIGX Monthly Returns History
Based on dividend-adjusted daily data since Sep 30, 1992, WBIGX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.
Historically, 62% of months were positive and 38% were negative. The best month was Dec 1999 with a return of +17.1%, while the worst month was Oct 2008 at -26.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WBIGX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.2%, while the worst single day was Mar 16, 2020 at -11.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.69% | 4.77% | -10.39% | 9.62% | 6.12% | 1.90% | 17.62% | ||||||
| 2025 | 3.42% | -0.62% | -2.66% | 3.98% | 5.36% | 3.05% | -2.15% | 1.41% | 3.15% | 1.67% | -2.23% | 2.60% | 17.90% |
| 2024 | -0.76% | 4.65% | 2.47% | -5.49% | 3.66% | 0.21% | 1.76% | 2.48% | 0.23% | -4.36% | 0.03% | -2.26% | 2.11% |
| 2023 | 7.87% | -3.01% | 3.57% | 0.93% | -1.61% | 3.28% | 0.94% | -4.58% | -5.44% | -3.85% | 11.22% | 6.40% | 15.16% |
| 2022 | -11.45% | -4.39% | -0.50% | -9.26% | -1.25% | -8.18% | 8.87% | -6.14% | -10.26% | 6.53% | 10.26% | -4.43% | -28.65% |
| 2021 | 0.10% | -0.03% | -1.42% | 6.23% | 2.41% | 0.89% | 1.67% | 3.54% | -5.73% | 3.87% | -4.05% | 1.42% | 8.61% |
Benchmark Metrics
William Blair International Growth Fund has an annualized alpha of 3.04%, beta of 0.67, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since September 30, 1992.
- This fund participated in 92.12% of S&P 500 Index downside but only 91.43% of its upside - more exposed to losses than it benefited from rallies.
- This fund generated an annualized alpha of 3.04% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.67 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 3.04%
- Beta
- 0.67
- R²
- 0.51
- Upside Capture
- 91.43%
- Downside Capture
- 92.12%
Expense Ratio
WBIGX has a high expense ratio of 1.31%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WBIGX ranks 37 for risk / return — below 37% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for William Blair International Growth Fund (WBIGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WBIGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.78 | -0.73 |
| Martin ratioReturn relative to average drawdown | 7.63 | 12.44 | -4.81 |
Dividends
Dividend History
William Blair International Growth Fund provided a 16.13% dividend yield over the last twelve months, with an annual payout of $4.93 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.93 | $4.93 | $1.97 | $0.94 | $1.97 | $4.41 | $0.32 | $0.32 | $1.97 | $0.39 | $0.36 | $0.23 |
Dividend yield | 16.13% | 18.97% | 7.47% | 3.38% | 7.92% | 11.75% | 0.82% | 1.07% | 8.56% | 1.28% | 1.51% | 0.92% |
Monthly Dividends
The table displays the monthly dividend distributions for William Blair International Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.93 | $4.93 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.97 | $1.97 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $0.94 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.97 | $1.97 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.41 | $4.41 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the William Blair International Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the William Blair International Growth Fund was 65.35%, occurring on Mar 9, 2009. Recovery took 1544 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -65.35%Mar 2009 | 1y 4mo | 6y 1mo | 7y 5moNov 2007 - Apr 2015 |
Dot-com crash2000–2002 | -45.73%Oct 2002 | 2y 7mo | 2y 2mo | 4y 9moMar 2000 - Dec 2004 |
Bear market2022 | -41.18%Sep 2022 | 1y 19d | 3y 4mo | 4y 5moSep 2021 - Feb 2026 |
COVID crash2020 | -33.03%Mar 2020 | 2mo 2d | 3mo 15d | 5mo 17dJan 2020 - Jul 2020 |
1998 bear market1998 | -28.95%Oct 1998 | 5mo 19d | 5mo 24d | 11mo 13dApr 1998 - Mar 1999 |
Drawdown Indicators
| WBIGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.35% | -56.78% | -8.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.23% | -9.10% | -4.13% |
Max Drawdown (3Y)Largest decline over 3 years | -17.22% | -18.90% | +1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -41.18% | -25.43% | -15.75% |
Max Drawdown (10Y)Largest decline over 10 years | -41.18% | -33.92% | -7.26% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -14.74% | -10.71% | -4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.03% | +1.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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