William Blair International Growth Fund (WBIGX)

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The chart shows the growth of an initial investment of $10,000 in William Blair International Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

William Blair International Growth Fund (WBIGX) has returned -3.62% so far this year and 13.59% over the past 12 months. Over the last ten years, WBIGX has returned 6.66% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 30, 1992, WBIGX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, your investment would double in approximately 7.4 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%.

William Blair International Growth Fund has an annualized alpha of 2.81%, beta of 0.66, and R² of 0.51 versus S&P 500 Index. Calculated based on daily prices since October 01, 1992.

• This fund participated in 92.62% of S&P 500 Index downside but only 91.29% of its upside — more exposed to losses than it benefited from rallies.
• This fund generated an annualized alpha of 2.81% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.66 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

WBIGX has a high expense ratio of 1.31%, indicating above-average management fees.

WBIGX ranks 29 for risk / return — below 29% 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.

The table below present risk-adjusted performance metrics for William Blair International Growth Fund (WBIGX) and compare them to a chosen benchmark (S&P 500 Index).

William Blair International Growth Fund provided a 19.68% 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.

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.

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.

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.

The current William Blair International Growth Fund drawdown is 13.23%.

The chart below shows the rolling one-month volatility.