WBIIX vs. WISIX
Compare and contrast key facts about William Blair Institutional International Growth Fund (WBIIX) and William Blair International Small Cap Growth Fund (WISIX).
WBIIX is managed by William Blair. It was launched on Jul 25, 2002. WISIX is managed by William Blair. It was launched on Oct 31, 2005.
Performance
WBIIX vs. WISIX - Performance Comparison
Loading graphics...
WBIIX vs. WISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBIIX William Blair Institutional International Growth Fund | -3.55% | 18.16% | 2.40% | 15.23% | -28.39% | 9.30% | 32.69% | 30.75% | -17.49% | 29.51% |
WISIX William Blair International Small Cap Growth Fund | -3.63% | 15.31% | 0.80% | 14.72% | -34.99% | 11.01% | 29.09% | 34.22% | -24.27% | 32.71% |
Returns By Period
The year-to-date returns for both stocks are quite close, with WBIIX having a -3.55% return and WISIX slightly lower at -3.63%. Over the past 10 years, WBIIX has outperformed WISIX with an annualized return of 7.09%, while WISIX has yielded a comparatively lower 4.74% annualized return.
WBIIX
- 1D
- -1.14%
- 1M
- -12.89%
- YTD
- -3.55%
- 6M
- -1.60%
- 1Y
- 13.88%
- 3Y*
- 7.44%
- 5Y*
- 1.27%
- 10Y*
- 7.09%
WISIX
- 1D
- -1.60%
- 1M
- -10.09%
- YTD
- -3.63%
- 6M
- -5.31%
- 1Y
- 9.96%
- 3Y*
- 6.21%
- 5Y*
- -1.02%
- 10Y*
- 4.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WBIIX vs. WISIX - Expense Ratio Comparison
WBIIX has a 0.98% expense ratio, which is lower than WISIX's 1.23% expense ratio.
Return for Risk
WBIIX vs. WISIX — Risk / Return Rank
WBIIX
WISIX
WBIIX vs. WISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Institutional International Growth Fund (WBIIX) and William Blair International Small Cap Growth Fund (WISIX). 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.
| WBIIX | WISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.56 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.11 | 0.83 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.66 | +0.20 |
Martin ratioReturn relative to average drawdown | 3.41 | 2.01 | +1.40 |
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
| WBIIX | WISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.56 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | -0.06 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.28 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.31 | +0.09 |
Correlation
The correlation between WBIIX and WISIX is 0.93, 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
WBIIX vs. WISIX - Dividend Comparison
WBIIX's dividend yield for the trailing twelve months is around 12.99%, more than WISIX's 0.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBIIX William Blair Institutional International Growth Fund | 12.99% | 12.53% | 7.49% | 2.51% | 6.57% | 16.58% | 12.61% | 0.95% | 11.74% | 4.16% | 1.15% | 1.28% |
WISIX William Blair International Small Cap Growth Fund | 0.63% | 0.61% | 1.78% | 0.88% | 0.21% | 16.20% | 2.09% | 0.31% | 13.84% | 9.94% | 0.36% | 2.31% |
Drawdowns
WBIIX vs. WISIX - Drawdown Comparison
The maximum WBIIX drawdown since its inception was -65.13%, roughly equal to the maximum WISIX drawdown of -64.84%. Use the drawdown chart below to compare losses from any high point for WBIIX and WISIX.
Loading graphics...
Drawdown Indicators
| WBIIX | WISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.13% | -64.84% | -0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.17% | -10.09% | -3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -40.91% | -47.76% | +6.85% |
Max Drawdown (10Y)Largest decline over 10 years | -40.91% | -47.76% | +6.85% |
Current DrawdownCurrent decline from peak | -13.17% | -22.75% | +9.58% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -16.60% | +1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 3.67% | -0.34% |
Volatility
WBIIX vs. WISIX - Volatility Comparison
William Blair Institutional International Growth Fund (WBIIX) has a higher volatility of 7.03% compared to William Blair International Small Cap Growth Fund (WISIX) at 6.00%. This indicates that WBIIX's price experiences larger fluctuations and is considered to be riskier than WISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WBIIX | WISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 6.00% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.37% | 9.88% | +1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.47% | 15.08% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 17.21% | -0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 17.23% | -0.21% |