BESIX vs. COBYX
Compare and contrast key facts about William Blair Emerging Markets Small Cap Growth Fund (BESIX) and The Cook & Bynum Fund (COBYX).
BESIX is managed by William Blair. It was launched on Oct 23, 2011. COBYX is managed by Cook & Bynum. It was launched on Jun 30, 2009.
Performance
BESIX vs. COBYX - Performance Comparison
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BESIX vs. COBYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BESIX William Blair Emerging Markets Small Cap Growth Fund | 3.79% | 13.93% | 8.37% | 22.25% | -27.95% | 15.52% | 32.60% | 20.58% | -23.29% | 40.54% |
COBYX The Cook & Bynum Fund | 1.14% | 20.50% | -10.32% | 16.73% | 9.28% | 9.05% | -10.97% | 9.40% | -13.40% | 15.12% |
Returns By Period
In the year-to-date period, BESIX achieves a 3.79% return, which is significantly higher than COBYX's 1.14% return. Over the past 10 years, BESIX has outperformed COBYX with an annualized return of 8.19%, while COBYX has yielded a comparatively lower 3.74% annualized return.
BESIX
- 1D
- -1.86%
- 1M
- -10.74%
- YTD
- 3.79%
- 6M
- 6.00%
- 1Y
- 33.70%
- 3Y*
- 14.17%
- 5Y*
- 4.93%
- 10Y*
- 8.19%
COBYX
- 1D
- 0.85%
- 1M
- -7.34%
- YTD
- 1.14%
- 6M
- 5.27%
- 1Y
- 6.45%
- 3Y*
- 6.41%
- 5Y*
- 7.53%
- 10Y*
- 3.74%
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BESIX vs. COBYX - Expense Ratio Comparison
BESIX has a 1.30% expense ratio, which is lower than COBYX's 1.49% expense ratio.
Return for Risk
BESIX vs. COBYX — Risk / Return Rank
BESIX
COBYX
BESIX vs. COBYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Emerging Markets Small Cap Growth Fund (BESIX) and The Cook & Bynum Fund (COBYX). 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.
| BESIX | COBYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 0.34 | +1.52 |
Sortino ratioReturn per unit of downside risk | 2.41 | 0.55 | +1.87 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.08 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.84 | 0.83 | +2.01 |
Martin ratioReturn relative to average drawdown | 9.98 | 2.50 | +7.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BESIX | COBYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 0.34 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.55 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.28 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.34 | +0.26 |
Correlation
The correlation between BESIX and COBYX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BESIX vs. COBYX - Dividend Comparison
BESIX's dividend yield for the trailing twelve months is around 9.19%, more than COBYX's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BESIX William Blair Emerging Markets Small Cap Growth Fund | 9.19% | 9.53% | 0.00% | 0.26% | 4.84% | 8.51% | 0.04% | 0.16% | 2.32% | 3.17% | 2.67% | 4.17% |
COBYX The Cook & Bynum Fund | 1.17% | 1.18% | 0.00% | 1.01% | 1.16% | 2.18% | 0.32% | 0.69% | 12.60% | 1.88% | 5.09% | 0.00% |
Drawdowns
BESIX vs. COBYX - Drawdown Comparison
The maximum BESIX drawdown since its inception was -38.05%, which is greater than COBYX's maximum drawdown of -34.18%. Use the drawdown chart below to compare losses from any high point for BESIX and COBYX.
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Drawdown Indicators
| BESIX | COBYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.05% | -34.18% | -3.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.45% | -8.95% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -31.41% | -17.10% | -14.31% |
Max Drawdown (10Y)Largest decline over 10 years | -38.05% | -34.18% | -3.87% |
Current DrawdownCurrent decline from peak | -11.45% | -7.92% | -3.53% |
Average DrawdownAverage peak-to-trough decline | -10.28% | -6.86% | -3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.96% | +0.30% |
Volatility
BESIX vs. COBYX - Volatility Comparison
William Blair Emerging Markets Small Cap Growth Fund (BESIX) has a higher volatility of 8.27% compared to The Cook & Bynum Fund (COBYX) at 4.99%. This indicates that BESIX's price experiences larger fluctuations and is considered to be riskier than COBYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BESIX | COBYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.27% | 4.99% | +3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 13.89% | 8.27% | +5.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.62% | 14.50% | +3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.67% | 13.96% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.01% | 13.54% | +2.47% |