AVFIX vs. WBSIX

In the year-to-date period, AVFIX achieves a 12.35% return, which is significantly lower than WBSIX's 17.46% return. Over the past 10 years, AVFIX has outperformed WBSIX with an annualized return of 8.39%, while WBSIX has yielded a comparatively lower 2.00% 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 1.37, which is comparable to the WBSIX Sharpe Ratio of 1.53. 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 1.35%, while WBSIX has not paid dividends to shareholders.

The maximum AVFIX drawdown since its inception was -61.40%, smaller than 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 7.46% and 7.42%, 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.