WEDIX vs. WBSIX
Compare and contrast key facts about William Blair Emerging Markets Debt Fund (WEDIX) and William Blair Small Cap Growth Fund (WBSIX).
WEDIX is managed by William Blair. It was launched on May 24, 2021. WBSIX is managed by William Blair. It was launched on Dec 27, 1999.
Performance
WEDIX vs. WBSIX - Performance Comparison
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WEDIX vs. WBSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WEDIX William Blair Emerging Markets Debt Fund | -1.16% | 16.13% | 9.09% | 12.18% | -18.02% | -1.05% |
WBSIX William Blair Small Cap Growth Fund | -5.23% | 3.03% | 32.88% | 16.38% | -21.46% | 4.62% |
Returns By Period
In the year-to-date period, WEDIX achieves a -1.16% return, which is significantly higher than WBSIX's -5.23% return.
WEDIX
- 1D
- -0.12%
- 1M
- -4.46%
- YTD
- -1.16%
- 6M
- 2.76%
- 1Y
- 11.80%
- 3Y*
- 11.30%
- 5Y*
- —
- 10Y*
- —
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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WEDIX vs. WBSIX - Expense Ratio Comparison
WEDIX has a 0.70% expense ratio, which is lower than WBSIX's 1.25% expense ratio.
Return for Risk
WEDIX vs. WBSIX — Risk / Return Rank
WEDIX
WBSIX
WEDIX vs. WBSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Emerging Markets Debt Fund (WEDIX) 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.
| WEDIX | WBSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 0.40 | +1.86 |
Sortino ratioReturn per unit of downside risk | 3.21 | 0.74 | +2.47 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.09 | +0.38 |
Calmar ratioReturn relative to maximum drawdown | 2.62 | 0.45 | +2.16 |
Martin ratioReturn relative to average drawdown | 11.03 | 1.56 | +9.47 |
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
| WEDIX | WBSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 0.40 | +1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.18 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.51 | -0.13 |
Correlation
The correlation between WEDIX and WBSIX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WEDIX vs. WBSIX - Dividend Comparison
WEDIX's dividend yield for the trailing twelve months is around 5.84%, less than WBSIX's 7.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEDIX William Blair Emerging Markets Debt Fund | 5.84% | 6.32% | 6.53% | 5.37% | 5.85% | 3.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
WEDIX vs. WBSIX - Drawdown Comparison
The maximum WEDIX drawdown since its inception was -30.80%, smaller than the maximum WBSIX drawdown of -62.35%. Use the drawdown chart below to compare losses from any high point for WEDIX and WBSIX.
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Drawdown Indicators
| WEDIX | WBSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.80% | -62.35% | +31.55% |
Max Drawdown (1Y)Largest decline over 1 year | -4.53% | -13.31% | +8.78% |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.13% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.16% | — |
Current DrawdownCurrent decline from peak | -4.46% | -12.75% | +8.29% |
Average DrawdownAverage peak-to-trough decline | -9.56% | -11.20% | +1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 4.02% | -2.94% |
Volatility
WEDIX vs. WBSIX - Volatility Comparison
The current volatility for William Blair Emerging Markets Debt Fund (WEDIX) is 1.79%, while William Blair Small Cap Growth Fund (WBSIX) has a volatility of 6.91%. This indicates that WEDIX experiences smaller price fluctuations and is considered to be less risky 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
| WEDIX | WBSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 6.91% | -5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.22% | 14.89% | -11.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.49% | 23.53% | -18.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.27% | 23.78% | -16.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.27% | 22.91% | -15.64% |