WBCIX vs. PRILX

In the year-to-date period, WBCIX achieves a 12.88% return, which is significantly lower than PRILX's 19.49% return.

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WBCIX has a 1.25% expense ratio, which is higher than PRILX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Core Fund (WBCIX) and Parnassus Core Equity Institutional Shares (PRILX). 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 WBCIX Sharpe Ratio is 1.46, which is comparable to the PRILX Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of WBCIX and PRILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WBCIX's dividend yield for the trailing twelve months is around 0.13%, less than PRILX's 0.53% yield.

The maximum WBCIX drawdown since its inception was -39.56%, smaller than the maximum PRILX drawdown of -42.00%. Use the drawdown chart below to compare losses from any high point for WBCIX and PRILX. For additional features, visit the drawdowns tool.

William Blair Small-Mid Cap Core Fund (WBCIX) has a higher volatility of 5.46% compared to Parnassus Core Equity Institutional Shares (PRILX) at 4.11%. This indicates that WBCIX's price experiences larger fluctuations and is considered to be riskier than PRILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.