WBSIX vs. AVFIX

In the year-to-date period, WBSIX achieves a -1.78% return, which is significantly lower than AVFIX's -1.26% return. Over the past 10 years, WBSIX has outperformed AVFIX with an annualized return of 2.17%, while AVFIX has yielded a comparatively lower 0.53% annualized return.

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WBSIX has a 1.25% expense ratio, which is higher than AVFIX's 0.81% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for William Blair Small Cap Growth Fund (WBSIX) and American Beacon Small Cap Value Fund (AVFIX). 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.

The current WBSIX Sharpe Ratio is 0.22, which is higher than the AVFIX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of WBSIX and AVFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WBSIX has not paid dividends to shareholders, while AVFIX's dividend yield for the trailing twelve months is around 1.65%.

The maximum WBSIX drawdown since its inception was -65.45%, roughly equal to the maximum AVFIX drawdown of -66.16%. Use the drawdown chart below to compare losses from any high point for WBSIX and AVFIX. For additional features, visit the drawdowns tool.

William Blair Small Cap Growth Fund (WBSIX) has a higher volatility of 5.13% compared to American Beacon Small Cap Value Fund (AVFIX) at 4.51%. This indicates that WBSIX's price experiences larger fluctuations and is considered to be riskier than AVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.