AVFIX vs. WBSIX

The year-to-date returns for both stocks are quite close, with AVFIX having a -14.65% return and WBSIX slightly lower at -14.88%. Over the past 10 years, AVFIX has underperformed WBSIX with an annualized return of -1.10%, while WBSIX has yielded a comparatively higher 0.54% annualized return.

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AVFIX has a 0.81% expense ratio, which is lower than WBSIX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Beacon Small Cap Value Fund (AVFIX) and William Blair Small Cap Growth Fund (WBSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current AVFIX Sharpe Ratio is -0.74, which is lower than the WBSIX Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of AVFIX and WBSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVFIX's dividend yield for the trailing twelve months is around 1.91%, while WBSIX has not paid dividends to shareholders.

The maximum AVFIX drawdown since its inception was -66.16%, roughly equal to the maximum WBSIX drawdown of -65.45%. Use the drawdown chart below to compare losses from any high point for AVFIX and WBSIX. For additional features, visit the drawdowns tool.

American Beacon Small Cap Value Fund (AVFIX) and William Blair Small Cap Growth Fund (WBSIX) have volatilities of 10.01% and 10.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.