WBELX vs. WBSIX
Compare and contrast key facts about William Blair Emerging Markets Leaders Fund (WBELX) and William Blair Small Cap Growth Fund (WBSIX).
WBELX is managed by William Blair. It was launched on Mar 25, 2008. WBSIX is managed by William Blair. It was launched on Dec 27, 1999.
Performance
WBELX vs. WBSIX - Performance Comparison
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WBELX vs. WBSIX - 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% |
WBSIX William Blair Small Cap Growth Fund | -5.23% | 3.03% | 32.88% | 16.38% | -21.46% | 12.64% | 38.87% | 22.53% | -2.08% | 26.81% |
Returns By Period
The year-to-date returns for both stocks are quite close, with WBELX having a -5.00% return and WBSIX slightly lower at -5.23%. Over the past 10 years, WBELX has underperformed WBSIX with an annualized return of 5.99%, while WBSIX has yielded a comparatively higher 13.07% 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%
WBSIX
- 1D
- -1.26%
- 1M
- -10.26%
- YTD
- -5.23%
- 6M
- -2.35%
- 1Y
- 9.76%
- 3Y*
- 12.31%
- 5Y*
- 4.37%
- 10Y*
- 13.07%
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WBELX vs. WBSIX - Expense Ratio Comparison
WBELX has a 1.05% expense ratio, which is lower than WBSIX's 1.25% expense ratio.
Return for Risk
WBELX vs. WBSIX — Risk / Return Rank
WBELX
WBSIX
WBELX vs. WBSIX - 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 Small Cap Growth Fund (WBSIX). 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 | WBSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.40 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.43 | 0.74 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 0.45 | +0.71 |
Martin ratioReturn relative to average drawdown | 4.38 | 1.56 | +2.82 |
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
| WBELX | WBSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.40 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.18 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.57 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.51 | -0.38 |
Correlation
The correlation between WBELX and WBSIX is 0.57, 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
WBELX vs. WBSIX - Dividend Comparison
WBELX's dividend yield for the trailing twelve months is around 0.93%, less than WBSIX's 7.90% 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% |
WBSIX William Blair Small Cap Growth Fund | 7.90% | 7.49% | 20.14% | 1.53% | 3.55% | 17.85% | 9.73% | 2.07% | 12.60% | 16.89% | 5.42% | 8.25% |
Drawdowns
WBELX vs. WBSIX - Drawdown Comparison
The maximum WBELX drawdown since its inception was -64.98%, roughly equal to the maximum WBSIX drawdown of -62.35%. Use the drawdown chart below to compare losses from any high point for WBELX and WBSIX.
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Drawdown Indicators
| WBELX | WBSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.98% | -62.35% | -2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -14.72% | -13.31% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -40.28% | -38.13% | -2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -45.26% | -39.16% | -6.10% |
Current DrawdownCurrent decline from peak | -19.30% | -12.75% | -6.55% |
Average DrawdownAverage peak-to-trough decline | -18.89% | -11.20% | -7.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 4.02% | -0.12% |
Volatility
WBELX vs. WBSIX - Volatility Comparison
William Blair Emerging Markets Leaders Fund (WBELX) has a higher volatility of 7.90% compared to William Blair Small Cap Growth Fund (WBSIX) at 6.91%. This indicates that WBELX's price experiences larger fluctuations and is considered to be riskier than WBSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBELX | WBSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.90% | 6.91% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 14.89% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 23.53% | -5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 23.78% | -7.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.29% | 22.91% | -5.62% |