WBCIX vs. VSMPX

In the year-to-date period, WBCIX achieves a -4.62% return, which is significantly lower than VSMPX's 1.10% return.

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WBCIX has a 1.25% expense ratio, which is higher than VSMPX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Core Fund (WBCIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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 0.05, which is lower than the VSMPX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of WBCIX and VSMPX, 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 0.11%, less than VSMPX's 1.29% yield.

The maximum WBCIX drawdown since its inception was -39.56%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for WBCIX and VSMPX. For additional features, visit the drawdowns tool.

William Blair Small-Mid Cap Core Fund (WBCIX) has a higher volatility of 4.98% compared to Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) at 4.73%. This indicates that WBCIX's price experiences larger fluctuations and is considered to be riskier than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.