WBCIX vs. TRLGX

In the year-to-date period, WBCIX achieves a -6.98% return, which is significantly lower than TRLGX's 1.12% return.

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WBCIX has a 1.25% expense ratio, which is higher than TRLGX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Core Fund (WBCIX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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 0.06, which is lower than the TRLGX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of WBCIX and TRLGX, 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 1.45%, less than TRLGX's 4.85% yield.

The maximum WBCIX drawdown since its inception was -39.56%, smaller than the maximum TRLGX drawdown of -55.56%. Use the drawdown chart below to compare losses from any high point for WBCIX and TRLGX.

William Blair Small-Mid Cap Core Fund (WBCIX) and T. Rowe Price Large-Cap Growth Fund (TRLGX) have volatilities of 5.49% and 5.56%, 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.