BIGIX vs. WBCIX
BIGIX (William Blair International Growth Fund Class I) and WBCIX (William Blair Small-Mid Cap Core Fund) are both mutual funds - BIGIX is a Foreign Large Cap Equities fund actively managed by William Blair, while WBCIX is a Small Cap Blend Equities fund managed by William Blair. Over the past 5 years, BIGIX returned 1.83%/yr vs 5.05%/yr for WBCIX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. BIGIX charges 0.90%/yr vs 1.25%/yr for WBCIX.
Performance
BIGIX vs. WBCIX - Performance Comparison
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Returns By Period
In the year-to-date period, BIGIX achieves a 10.91% return, which is significantly lower than WBCIX's 12.33% return.
BIGIX
- 1D
- 3.08%
- 1M
- -4.05%
- 6M
- 4.92%
- YTD
- 10.91%
- 1Y
- 19.20%
- 3Y*
- 11.31%
- 5Y*
- 1.83%
- 10Y*
- 8.02%
- ALL TIME*
- 7.15%
WBCIX
- 1D
- 0.86%
- 1M
- -1.37%
- 6M
- 8.93%
- YTD
- 12.33%
- 1Y
- 18.34%
- 3Y*
- 8.63%
- 5Y*
- 5.05%
- 10Y*
- —
- ALL TIME*
- 10.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BIGIX vs. WBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BIGIX William Blair International Growth Fund Class I | 10.91% | 18.17% | 2.38% | 15.43% | -28.46% | 8.95% | 32.01% | 11.90% |
WBCIX William Blair Small-Mid Cap Core Fund | 12.33% | 1.29% | 12.04% | 13.26% | -17.11% | 26.63% | 20.60% | 10.29% |
Correlation
The correlation between BIGIX and WBCIX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2019 | 0.66 |
The correlation between BIGIX and WBCIX has been stable across timeframes, ranging from 0.63 to 0.67 - a consistent structural relationship.
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Return for Risk
BIGIX vs. WBCIX — Risk / Return Rank
BIGIX
WBCIX
BIGIX vs. WBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Growth Fund Class I (BIGIX) and William Blair Small-Mid Cap Core Fund (WBCIX). 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.
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.
| BIGIX | WBCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.32 | +0.03 |
| Martin ratioReturn relative to average drawdown | 4.55 | 4.56 | -0.01 |
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Drawdowns
BIGIX vs. WBCIX - Drawdown Comparison
The maximum BIGIX drawdown since its inception was -65.22%, which is greater than WBCIX's maximum drawdown of -39.56%. Use the drawdown chart below to compare losses from any high point for BIGIX and WBCIX.
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Drawdown Indicators
| BIGIX | WBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.22% | -39.56% | -25.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.21% | -11.06% | -2.15% |
Max Drawdown (3Y)Largest decline over 3 years | -17.09% | -23.53% | +6.44% |
Max Drawdown (5Y)Largest decline over 5 years | -41.03% | -27.65% | -13.38% |
Max Drawdown (10Y)Largest decline over 10 years | -41.03% | — | — |
Current DrawdownCurrent decline from peak | -6.53% | -2.81% | -3.72% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -8.96% | -8.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 3.23% | +0.66% |
Volatility
BIGIX vs. WBCIX - Volatility Comparison
William Blair International Growth Fund Class I (BIGIX) has a higher volatility of 5.87% compared to William Blair Small-Mid Cap Core Fund (WBCIX) at 4.20%. This indicates that BIGIX's price experiences larger fluctuations and is considered to be riskier than WBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGIX | WBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 4.20% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 15.76% | 13.15% | +2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.80% | 17.48% | +0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 20.72% | -3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 23.68% | -6.45% |
BIGIX vs. WBCIX - Expense Ratio Comparison
BIGIX has a 0.90% expense ratio, which is lower than WBCIX's 1.25% expense ratio.
Dividends
BIGIX vs. WBCIX - Dividend Comparison
BIGIX's dividend yield for the trailing twelve months is around 16.64%, more than WBCIX's 2.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGIX William Blair International Growth Fund Class I | 16.64% | 18.45% | 7.49% | 3.52% | 7.84% | 11.41% | 1.11% | 1.29% | 9.05% | 1.54% | 1.80% | 1.18% |
WBCIX William Blair Small-Mid Cap Core Fund | 2.66% | 2.98% | 1.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BIGIX and WBCIX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIGIX has higher volatility (5.87%) compared to WBCIX (4.20%). In terms of maximum drawdown, BIGIX dropped -65.22% vs WBCIX's -39.56%.
BIGIX currently has the higher Sharpe Ratio (1.00 vs 0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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