WGFIX vs. WEDIX
Compare and contrast key facts about William Blair Global Leaders Fund (WGFIX) and William Blair Emerging Markets Debt Fund (WEDIX).
WGFIX is managed by William Blair. It was launched on Oct 14, 2007. WEDIX is managed by William Blair. It was launched on May 24, 2021.
Performance
WGFIX vs. WEDIX - Performance Comparison
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WGFIX vs. WEDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WGFIX William Blair Global Leaders Fund | -10.88% | 16.06% | 7.52% | 23.02% | -29.32% | 8.45% |
WEDIX William Blair Emerging Markets Debt Fund | -1.16% | 16.13% | 9.09% | 12.18% | -18.02% | -1.05% |
Returns By Period
In the year-to-date period, WGFIX achieves a -10.88% return, which is significantly lower than WEDIX's -1.16% 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%
WEDIX
- 1D
- -0.12%
- 1M
- -4.46%
- YTD
- -1.16%
- 6M
- 2.76%
- 1Y
- 11.80%
- 3Y*
- 11.30%
- 5Y*
- —
- 10Y*
- —
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WGFIX vs. WEDIX - Expense Ratio Comparison
WGFIX has a 0.90% expense ratio, which is higher than WEDIX's 0.70% expense ratio.
Return for Risk
WGFIX vs. WEDIX — Risk / Return Rank
WGFIX
WEDIX
WGFIX vs. WEDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Global Leaders Fund (WGFIX) and William Blair Emerging Markets Debt Fund (WEDIX). 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 | WEDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 2.26 | -1.81 |
Sortino ratioReturn per unit of downside risk | 0.76 | 3.21 | -2.45 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.47 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 2.62 | -2.18 |
Martin ratioReturn relative to average drawdown | 1.73 | 11.03 | -9.30 |
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 | WEDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 2.26 | -1.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.38 | -0.08 |
Correlation
The correlation between WGFIX and WEDIX is 0.36, 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
WGFIX vs. WEDIX - Dividend Comparison
WGFIX's dividend yield for the trailing twelve months is around 95.97%, more than WEDIX's 5.84% 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% |
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% |
Drawdowns
WGFIX vs. WEDIX - Drawdown Comparison
The maximum WGFIX drawdown since its inception was -59.51%, which is greater than WEDIX's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for WGFIX and WEDIX.
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Drawdown Indicators
| WGFIX | WEDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.51% | -30.80% | -28.71% |
Max Drawdown (1Y)Largest decline over 1 year | -13.11% | -4.53% | -8.58% |
Max Drawdown (5Y)Largest decline over 5 years | -38.76% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.76% | — | — |
Current DrawdownCurrent decline from peak | -13.11% | -4.46% | -8.65% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -9.56% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 1.08% | +2.21% |
Volatility
WGFIX vs. WEDIX - Volatility Comparison
William Blair Global Leaders Fund (WGFIX) has a higher volatility of 5.49% compared to William Blair Emerging Markets Debt Fund (WEDIX) at 1.79%. This indicates that WGFIX's price experiences larger fluctuations and is considered to be riskier than WEDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WGFIX | WEDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 1.79% | +3.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 3.22% | +6.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 5.49% | +12.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 7.27% | +11.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 7.27% | +11.51% |