WBGSX vs. FOCPX
Compare and contrast key facts about William Blair Growth Fund (WBGSX) and Fidelity OTC Portfolio (FOCPX).
WBGSX is managed by William Blair. It was launched on Mar 20, 1946. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Performance
WBGSX vs. FOCPX - Performance Comparison
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WBGSX vs. FOCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBGSX William Blair Growth Fund | -11.49% | 10.69% | 85.99% | 37.75% | -29.75% | 21.71% | 36.12% | 32.11% | 4.88% | 24.19% |
FOCPX Fidelity OTC Portfolio | -3.79% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
Returns By Period
In the year-to-date period, WBGSX achieves a -11.49% return, which is significantly lower than FOCPX's -3.79% return. Over the past 10 years, WBGSX has underperformed FOCPX with an annualized return of 17.73%, while FOCPX has yielded a comparatively higher 19.71% annualized return.
WBGSX
- 1D
- 3.31%
- 1M
- -6.02%
- YTD
- -11.49%
- 6M
- -11.86%
- 1Y
- 10.97%
- 3Y*
- 30.64%
- 5Y*
- 15.07%
- 10Y*
- 17.73%
FOCPX
- 1D
- 4.33%
- 1M
- -5.08%
- YTD
- -3.79%
- 6M
- 1.09%
- 1Y
- 31.42%
- 3Y*
- 26.50%
- 5Y*
- 13.38%
- 10Y*
- 19.71%
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WBGSX vs. FOCPX - Expense Ratio Comparison
WBGSX has a 1.20% expense ratio, which is higher than FOCPX's 0.80% expense ratio.
Return for Risk
WBGSX vs. FOCPX — Risk / Return Rank
WBGSX
FOCPX
WBGSX vs. FOCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Growth Fund (WBGSX) and Fidelity OTC Portfolio (FOCPX). 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.
| WBGSX | FOCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.42 | -0.89 |
Sortino ratioReturn per unit of downside risk | 0.93 | 2.05 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.29 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 2.59 | -2.13 |
Martin ratioReturn relative to average drawdown | 1.41 | 10.61 | -9.20 |
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
| WBGSX | FOCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.42 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.60 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.88 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.63 | -0.13 |
Correlation
The correlation between WBGSX and FOCPX is 0.88, 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
WBGSX vs. FOCPX - Dividend Comparison
WBGSX's dividend yield for the trailing twelve months is around 49.67%, more than FOCPX's 8.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBGSX William Blair Growth Fund | 49.67% | 43.96% | 69.07% | 12.73% | 4.59% | 14.82% | 15.07% | 10.27% | 38.86% | 38.00% | 8.81% | 13.92% |
FOCPX Fidelity OTC Portfolio | 8.08% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
Drawdowns
WBGSX vs. FOCPX - Drawdown Comparison
The maximum WBGSX drawdown since its inception was -53.05%, smaller than the maximum FOCPX drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for WBGSX and FOCPX.
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Drawdown Indicators
| WBGSX | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.05% | -70.25% | +17.20% |
Max Drawdown (1Y)Largest decline over 1 year | -19.70% | -12.53% | -7.17% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -37.05% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -37.05% | +0.15% |
Current DrawdownCurrent decline from peak | -17.04% | -7.45% | -9.59% |
Average DrawdownAverage peak-to-trough decline | -11.53% | -17.08% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.39% | 3.06% | +3.33% |
Volatility
WBGSX vs. FOCPX - Volatility Comparison
The current volatility for William Blair Growth Fund (WBGSX) is 6.57%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 8.08%. This indicates that WBGSX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBGSX | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 8.08% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 14.14% | -1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 23.04% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.96% | 22.59% | +9.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.44% | 22.36% | +4.08% |