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WEDIX vs. WISIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WEDIX vs. WISIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in William Blair Emerging Markets Debt Fund (WEDIX) and William Blair International Small Cap Growth Fund (WISIX). The values are adjusted to include any dividend payments, if applicable.

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WEDIX vs. WISIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WEDIX
William Blair Emerging Markets Debt Fund
-1.16%16.13%9.09%12.18%-18.02%-1.05%
WISIX
William Blair International Small Cap Growth Fund
-3.63%15.31%0.80%14.72%-34.99%6.31%

Returns By Period

In the year-to-date period, WEDIX achieves a -1.16% return, which is significantly higher than WISIX's -3.63% return.


WEDIX

1D
-0.12%
1M
-4.46%
YTD
-1.16%
6M
2.76%
1Y
11.80%
3Y*
11.30%
5Y*
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WEDIX vs. WISIX - Expense Ratio Comparison

WEDIX has a 0.70% expense ratio, which is lower than WISIX's 1.23% expense ratio.


Return for Risk

WEDIX vs. WISIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WEDIX
WEDIX Risk / Return Rank: 9393
Overall Rank
WEDIX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
WEDIX Sortino Ratio Rank: 9595
Sortino Ratio Rank
WEDIX Omega Ratio Rank: 9393
Omega Ratio Rank
WEDIX Calmar Ratio Rank: 9191
Calmar Ratio Rank
WEDIX Martin Ratio Rank: 9292
Martin Ratio Rank

WISIX
WISIX Risk / Return Rank: 2020
Overall Rank
WISIX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
WISIX Sortino Ratio Rank: 1919
Sortino Ratio Rank
WISIX Omega Ratio Rank: 2020
Omega Ratio Rank
WISIX Calmar Ratio Rank: 2222
Calmar Ratio Rank
WISIX Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WEDIX vs. WISIX - 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 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.


WEDIXWISIXDifference

Sharpe ratio

Return per unit of total volatility

2.26

0.56

+1.70

Sortino ratio

Return per unit of downside risk

3.21

0.83

+2.38

Omega ratio

Gain probability vs. loss probability

1.47

1.12

+0.35

Calmar ratio

Return relative to maximum drawdown

2.62

0.66

+1.96

Martin ratio

Return relative to average drawdown

11.03

2.01

+9.02

WEDIX vs. WISIX - Sharpe Ratio Comparison

The current WEDIX Sharpe Ratio is 2.26, which is higher than the WISIX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of WEDIX and WISIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WEDIXWISIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.26

0.56

+1.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.31

+0.07

Correlation

The correlation between WEDIX and WISIX is 0.45, 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

WEDIX vs. WISIX - Dividend Comparison

WEDIX's dividend yield for the trailing twelve months is around 5.84%, more than WISIX's 0.63% yield.


TTM20252024202320222021202020192018201720162015
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%
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

WEDIX vs. WISIX - Drawdown Comparison

The maximum WEDIX drawdown since its inception was -30.80%, smaller than the maximum WISIX drawdown of -64.84%. Use the drawdown chart below to compare losses from any high point for WEDIX and WISIX.


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Drawdown Indicators


WEDIXWISIXDifference

Max Drawdown

Largest peak-to-trough decline

-30.80%

-64.84%

+34.04%

Max Drawdown (1Y)

Largest decline over 1 year

-4.53%

-10.09%

+5.56%

Max Drawdown (5Y)

Largest decline over 5 years

-47.76%

Max Drawdown (10Y)

Largest decline over 10 years

-47.76%

Current Drawdown

Current decline from peak

-4.46%

-22.75%

+18.29%

Average Drawdown

Average peak-to-trough decline

-9.56%

-16.60%

+7.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.08%

3.67%

-2.59%

Volatility

WEDIX vs. WISIX - Volatility Comparison

The current volatility for William Blair Emerging Markets Debt Fund (WEDIX) is 1.79%, while William Blair International Small Cap Growth Fund (WISIX) has a volatility of 6.00%. This indicates that WEDIX experiences smaller price fluctuations and is considered to be less risky than WISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WEDIXWISIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.79%

6.00%

-4.21%

Volatility (6M)

Calculated over the trailing 6-month period

3.22%

9.88%

-6.66%

Volatility (1Y)

Calculated over the trailing 1-year period

5.49%

15.08%

-9.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.27%

17.21%

-9.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.27%

17.23%

-9.96%