WILIX vs. WBGSX
Compare and contrast key facts about William Blair International Leaders Fund (WILIX) and William Blair Growth Fund (WBGSX).
WILIX is managed by William Blair. It was launched on Aug 15, 2012. WBGSX is managed by William Blair. It was launched on Mar 20, 1946.
Performance
WILIX vs. WBGSX - Performance Comparison
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WILIX vs. WBGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WILIX William Blair International Leaders Fund | -2.72% | 23.21% | -0.50% | 13.10% | -28.55% | 10.16% | 26.79% | 31.76% | -12.43% | 30.03% |
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, WILIX achieves a -2.72% return, which is significantly higher than WBGSX's -14.33% return. Over the past 10 years, WILIX has underperformed WBGSX with an annualized return of 7.72%, while WBGSX has yielded a comparatively higher 17.34% annualized return.
WILIX
- 1D
- -1.15%
- 1M
- -13.39%
- YTD
- -2.72%
- 6M
- 0.96%
- 1Y
- 18.46%
- 3Y*
- 7.52%
- 5Y*
- 1.48%
- 10Y*
- 7.72%
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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WILIX vs. WBGSX - Expense Ratio Comparison
WILIX has a 0.90% expense ratio, which is lower than WBGSX's 1.20% expense ratio.
Return for Risk
WILIX vs. WBGSX — Risk / Return Rank
WILIX
WBGSX
WILIX vs. WBGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Leaders Fund (WILIX) 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.
| WILIX | WBGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.37 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.36 | 0.70 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.09 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.23 | +0.91 |
Martin ratioReturn relative to average drawdown | 4.45 | 0.72 | +3.73 |
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
| WILIX | WBGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.37 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.46 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.66 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.49 | -0.06 |
Correlation
The correlation between WILIX and WBGSX is 0.64, 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
WILIX vs. WBGSX - Dividend Comparison
WILIX's dividend yield for the trailing twelve months is around 8.20%, less than WBGSX's 51.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WILIX William Blair International Leaders Fund | 8.20% | 7.98% | 0.58% | 0.45% | 0.19% | 2.82% | 0.80% | 0.56% | 4.14% | 2.17% | 1.01% | 0.74% |
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
WILIX vs. WBGSX - Drawdown Comparison
The maximum WILIX drawdown since its inception was -41.01%, smaller than the maximum WBGSX drawdown of -53.05%. Use the drawdown chart below to compare losses from any high point for WILIX and WBGSX.
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Drawdown Indicators
| WILIX | WBGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.01% | -53.05% | +12.04% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -19.70% | +6.03% |
Max Drawdown (5Y)Largest decline over 5 years | -41.01% | -36.90% | -4.11% |
Max Drawdown (10Y)Largest decline over 10 years | -41.01% | -36.90% | -4.11% |
Current DrawdownCurrent decline from peak | -13.67% | -19.70% | +6.03% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -11.53% | +1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 6.36% | -2.86% |
Volatility
WILIX vs. WBGSX - Volatility Comparison
William Blair International Leaders Fund (WILIX) has a higher volatility of 7.02% compared to William Blair Growth Fund (WBGSX) at 5.49%. This indicates that WILIX's price experiences larger fluctuations and is considered to be riskier than WBGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WILIX | WBGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 5.49% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 12.56% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.80% | 22.60% | -4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 31.93% | -14.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.56% | 26.42% | -8.86% |