WGFIX vs. WBGSX
Compare and contrast key facts about William Blair Global Leaders Fund (WGFIX) and William Blair Growth Fund (WBGSX).
WGFIX is managed by William Blair. It was launched on Oct 14, 2007. WBGSX is managed by William Blair. It was launched on Mar 20, 1946.
Performance
WGFIX vs. WBGSX - Performance Comparison
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WGFIX vs. WBGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WGFIX William Blair Global Leaders Fund | -10.88% | 16.06% | 7.52% | 23.02% | -29.32% | 16.71% | 32.06% | 31.97% | -8.04% | 30.67% |
WBGSX William Blair Growth Fund | -14.33% | 10.69% | 85.99% | 37.75% | -29.75% | 21.71% | 36.12% | 32.11% | 4.88% | 24.19% |
Returns By Period
In the year-to-date period, WGFIX achieves a -10.88% return, which is significantly higher than WBGSX's -14.33% return. Over the past 10 years, WGFIX has underperformed WBGSX with an annualized return of 9.41%, while WBGSX has yielded a comparatively higher 17.34% annualized return.
WGFIX
- 1D
- -0.34%
- 1M
- -10.33%
- YTD
- -10.88%
- 6M
- -8.47%
- 1Y
- 7.95%
- 3Y*
- 7.22%
- 5Y*
- 2.24%
- 10Y*
- 9.41%
WBGSX
- 1D
- -0.17%
- 1M
- -8.60%
- YTD
- -14.33%
- 6M
- -14.51%
- 1Y
- 8.39%
- 3Y*
- 29.23%
- 5Y*
- 14.76%
- 10Y*
- 17.34%
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WGFIX vs. WBGSX - Expense Ratio Comparison
WGFIX has a 0.90% expense ratio, which is lower than WBGSX's 1.20% expense ratio.
Return for Risk
WGFIX vs. WBGSX — Risk / Return Rank
WGFIX
WBGSX
WGFIX vs. WBGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Global Leaders Fund (WGFIX) and William Blair Growth Fund (WBGSX). 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.
| WGFIX | WBGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.37 | +0.08 |
Sortino ratioReturn per unit of downside risk | 0.76 | 0.70 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.09 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 0.23 | +0.20 |
Martin ratioReturn relative to average drawdown | 1.73 | 0.72 | +1.01 |
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
| WGFIX | WBGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.37 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.46 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.66 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.49 | -0.19 |
Correlation
The correlation between WGFIX and WBGSX 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
WGFIX vs. WBGSX - Dividend Comparison
WGFIX's dividend yield for the trailing twelve months is around 95.97%, more than WBGSX's 51.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WGFIX William Blair Global Leaders Fund | 95.97% | 85.53% | 54.25% | 6.65% | 2.17% | 5.65% | 12.57% | 1.35% | 17.62% | 4.24% | 0.72% | 5.05% |
WBGSX William Blair Growth Fund | 51.32% | 43.96% | 69.07% | 12.73% | 4.59% | 14.82% | 15.07% | 10.27% | 38.86% | 38.00% | 8.81% | 13.92% |
Drawdowns
WGFIX vs. WBGSX - Drawdown Comparison
The maximum WGFIX drawdown since its inception was -59.51%, which is greater than WBGSX's maximum drawdown of -53.05%. Use the drawdown chart below to compare losses from any high point for WGFIX and WBGSX.
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Drawdown Indicators
| WGFIX | WBGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.51% | -53.05% | -6.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.11% | -19.70% | +6.59% |
Max Drawdown (5Y)Largest decline over 5 years | -38.76% | -36.90% | -1.86% |
Max Drawdown (10Y)Largest decline over 10 years | -38.76% | -36.90% | -1.86% |
Current DrawdownCurrent decline from peak | -13.11% | -19.70% | +6.59% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -11.53% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 6.36% | -3.07% |
Volatility
WGFIX vs. WBGSX - Volatility Comparison
William Blair Global Leaders Fund (WGFIX) and William Blair Growth Fund (WBGSX) have volatilities of 5.49% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WGFIX | WBGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.49% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 12.56% | -2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 22.60% | -5.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 31.93% | -13.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 26.42% | -7.64% |