WBELX vs. BESIX
Compare and contrast key facts about William Blair Emerging Markets Leaders Fund (WBELX) and William Blair Emerging Markets Small Cap Growth Fund (BESIX).
WBELX is managed by William Blair. It was launched on Mar 25, 2008. BESIX is managed by William Blair. It was launched on Oct 23, 2011.
Performance
WBELX vs. BESIX - Performance Comparison
Loading graphics...
WBELX vs. BESIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBELX William Blair Emerging Markets Leaders Fund | -5.00% | 26.44% | 5.86% | 6.14% | -25.85% | -7.51% | 27.53% | 28.37% | -17.41% | 41.89% |
BESIX William Blair Emerging Markets Small Cap Growth Fund | 3.79% | 13.93% | 8.37% | 22.25% | -27.95% | 15.52% | 32.60% | 20.58% | -23.29% | 40.54% |
Returns By Period
In the year-to-date period, WBELX achieves a -5.00% return, which is significantly lower than BESIX's 3.79% return. Over the past 10 years, WBELX has underperformed BESIX with an annualized return of 5.99%, while BESIX has yielded a comparatively higher 8.19% annualized return.
WBELX
- 1D
- -1.87%
- 1M
- -14.05%
- YTD
- -5.00%
- 6M
- -2.80%
- 1Y
- 19.85%
- 3Y*
- 9.08%
- 5Y*
- -1.58%
- 10Y*
- 5.99%
BESIX
- 1D
- -1.86%
- 1M
- -10.74%
- YTD
- 3.79%
- 6M
- 6.00%
- 1Y
- 33.70%
- 3Y*
- 14.17%
- 5Y*
- 4.93%
- 10Y*
- 8.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WBELX vs. BESIX - Expense Ratio Comparison
WBELX has a 1.05% expense ratio, which is lower than BESIX's 1.30% expense ratio.
Return for Risk
WBELX vs. BESIX — Risk / Return Rank
WBELX
BESIX
WBELX vs. BESIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Emerging Markets Leaders Fund (WBELX) and William Blair Emerging Markets Small Cap Growth Fund (BESIX). 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.
| WBELX | BESIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.86 | -0.85 |
Sortino ratioReturn per unit of downside risk | 1.43 | 2.41 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.34 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 2.84 | -1.68 |
Martin ratioReturn relative to average drawdown | 4.38 | 9.98 | -5.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WBELX | BESIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.86 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.34 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.51 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.60 | -0.47 |
Correlation
The correlation between WBELX and BESIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WBELX vs. BESIX - Dividend Comparison
WBELX's dividend yield for the trailing twelve months is around 0.93%, less than BESIX's 9.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBELX William Blair Emerging Markets Leaders Fund | 0.93% | 0.88% | 0.25% | 0.78% | 0.99% | 8.25% | 1.00% | 0.88% | 10.92% | 0.67% | 0.13% | 0.46% |
BESIX William Blair Emerging Markets Small Cap Growth Fund | 9.19% | 9.53% | 0.00% | 0.26% | 4.84% | 8.51% | 0.04% | 0.16% | 2.32% | 3.17% | 2.67% | 4.17% |
Drawdowns
WBELX vs. BESIX - Drawdown Comparison
The maximum WBELX drawdown since its inception was -64.98%, which is greater than BESIX's maximum drawdown of -38.05%. Use the drawdown chart below to compare losses from any high point for WBELX and BESIX.
Loading graphics...
Drawdown Indicators
| WBELX | BESIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.98% | -38.05% | -26.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.72% | -11.45% | -3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -40.28% | -31.41% | -8.87% |
Max Drawdown (10Y)Largest decline over 10 years | -45.26% | -38.05% | -7.21% |
Current DrawdownCurrent decline from peak | -19.30% | -11.45% | -7.85% |
Average DrawdownAverage peak-to-trough decline | -18.89% | -10.28% | -8.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 3.26% | +0.64% |
Volatility
WBELX vs. BESIX - Volatility Comparison
William Blair Emerging Markets Leaders Fund (WBELX) and William Blair Emerging Markets Small Cap Growth Fund (BESIX) have volatilities of 7.90% and 8.27%, 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.
Loading graphics...
Volatility by Period
| WBELX | BESIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.90% | 8.27% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 13.89% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 17.62% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 14.67% | +1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.29% | 16.01% | +1.28% |