WBCIX vs. WILIX
Compare and contrast key facts about William Blair Small-Mid Cap Core Fund (WBCIX) and William Blair International Leaders Fund (WILIX).
WBCIX is managed by William Blair. It was launched on Oct 1, 2019. WILIX is managed by William Blair. It was launched on Aug 15, 2012.
Performance
WBCIX vs. WILIX - Performance Comparison
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WBCIX vs. WILIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | -4.33% | 1.29% | 12.04% | 13.26% | -17.11% | 26.63% | 20.60% | 10.29% |
WILIX William Blair International Leaders Fund | -2.72% | 23.21% | -0.50% | 13.10% | -28.55% | 10.16% | 26.79% | 13.41% |
Returns By Period
In the year-to-date period, WBCIX achieves a -4.33% return, which is significantly lower than WILIX's -2.72% return.
WBCIX
- 1D
- -0.50%
- 1M
- -8.36%
- YTD
- -4.33%
- 6M
- -3.89%
- 1Y
- 5.12%
- 3Y*
- 6.02%
- 5Y*
- 2.74%
- 10Y*
- —
WILIX
- 1D
- -1.15%
- 1M
- -13.39%
- YTD
- -2.72%
- 6M
- 0.96%
- 1Y
- 18.46%
- 3Y*
- 7.52%
- 5Y*
- 1.48%
- 10Y*
- 7.72%
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WBCIX vs. WILIX - Expense Ratio Comparison
WBCIX has a 1.25% expense ratio, which is higher than WILIX's 0.90% expense ratio.
Return for Risk
WBCIX vs. WILIX — Risk / Return Rank
WBCIX
WILIX
WBCIX vs. WILIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Core Fund (WBCIX) and William Blair International Leaders Fund (WILIX). 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.
| WBCIX | WILIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.96 | -0.71 |
Sortino ratioReturn per unit of downside risk | 0.50 | 1.36 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.21 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.14 | -0.94 |
Martin ratioReturn relative to average drawdown | 0.72 | 4.45 | -3.73 |
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
| WBCIX | WILIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.96 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.08 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.43 | -0.07 |
Correlation
The correlation between WBCIX and WILIX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WBCIX vs. WILIX - Dividend Comparison
WBCIX's dividend yield for the trailing twelve months is around 3.12%, less than WILIX's 8.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 3.12% | 2.98% | 1.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
WILIX William Blair International Leaders Fund | 8.20% | 7.98% | 0.58% | 0.45% | 0.19% | 2.82% | 0.80% | 0.56% | 4.14% | 2.17% | 1.01% | 0.74% |
Drawdowns
WBCIX vs. WILIX - Drawdown Comparison
The maximum WBCIX drawdown since its inception was -39.56%, roughly equal to the maximum WILIX drawdown of -41.01%. Use the drawdown chart below to compare losses from any high point for WBCIX and WILIX.
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Drawdown Indicators
| WBCIX | WILIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.56% | -41.01% | +1.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -13.67% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -27.65% | -41.01% | +13.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.01% | — |
Current DrawdownCurrent decline from peak | -10.72% | -13.67% | +2.95% |
Average DrawdownAverage peak-to-trough decline | -9.33% | -9.87% | +0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 3.50% | +0.21% |
Volatility
WBCIX vs. WILIX - Volatility Comparison
The current volatility for William Blair Small-Mid Cap Core Fund (WBCIX) is 6.19%, while William Blair International Leaders Fund (WILIX) has a volatility of 7.02%. This indicates that WBCIX experiences smaller price fluctuations and is considered to be less risky than WILIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBCIX | WILIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 7.02% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.17% | 12.45% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.09% | 17.80% | +3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.63% | 17.60% | +3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 17.56% | +6.37% |