WILIX vs. WBIIX
Compare and contrast key facts about William Blair International Leaders Fund (WILIX) and William Blair Institutional International Growth Fund (WBIIX).
WILIX is managed by William Blair. It was launched on Aug 15, 2012. WBIIX is managed by William Blair. It was launched on Jul 25, 2002.
Performance
WILIX vs. WBIIX - Performance Comparison
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WILIX vs. WBIIX - 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% |
WBIIX William Blair Institutional International Growth Fund | -3.55% | 18.16% | 2.40% | 15.23% | -28.39% | 9.30% | 32.69% | 30.75% | -17.49% | 29.51% |
Returns By Period
In the year-to-date period, WILIX achieves a -2.72% return, which is significantly higher than WBIIX's -3.55% return. Over the past 10 years, WILIX has outperformed WBIIX with an annualized return of 7.72%, while WBIIX has yielded a comparatively lower 7.09% 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%
WBIIX
- 1D
- -1.14%
- 1M
- -12.89%
- YTD
- -3.55%
- 6M
- -1.60%
- 1Y
- 13.88%
- 3Y*
- 7.44%
- 5Y*
- 1.27%
- 10Y*
- 7.09%
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WILIX vs. WBIIX - Expense Ratio Comparison
WILIX has a 0.90% expense ratio, which is lower than WBIIX's 0.98% expense ratio.
Return for Risk
WILIX vs. WBIIX — Risk / Return Rank
WILIX
WBIIX
WILIX vs. WBIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Leaders Fund (WILIX) and William Blair Institutional International Growth Fund (WBIIX). 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 | WBIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.76 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.11 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.86 | +0.28 |
Martin ratioReturn relative to average drawdown | 4.45 | 3.41 | +1.04 |
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 | WBIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.76 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.08 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.42 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.40 | +0.03 |
Correlation
The correlation between WILIX and WBIIX is 0.97, 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
WILIX vs. WBIIX - Dividend Comparison
WILIX's dividend yield for the trailing twelve months is around 8.20%, less than WBIIX's 12.99% 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% |
WBIIX William Blair Institutional International Growth Fund | 12.99% | 12.53% | 7.49% | 2.51% | 6.57% | 16.58% | 12.61% | 0.95% | 11.74% | 4.16% | 1.15% | 1.28% |
Drawdowns
WILIX vs. WBIIX - Drawdown Comparison
The maximum WILIX drawdown since its inception was -41.01%, smaller than the maximum WBIIX drawdown of -65.13%. Use the drawdown chart below to compare losses from any high point for WILIX and WBIIX.
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Drawdown Indicators
| WILIX | WBIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.01% | -65.13% | +24.12% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -13.17% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -41.01% | -40.91% | -0.10% |
Max Drawdown (10Y)Largest decline over 10 years | -41.01% | -40.91% | -0.10% |
Current DrawdownCurrent decline from peak | -13.67% | -13.17% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -14.89% | +5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 3.33% | +0.17% |
Volatility
WILIX vs. WBIIX - Volatility Comparison
William Blair International Leaders Fund (WILIX) and William Blair Institutional International Growth Fund (WBIIX) have volatilities of 7.02% and 7.03%, 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
| WILIX | WBIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 7.03% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 11.37% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.80% | 16.47% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 16.48% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.56% | 17.02% | +0.54% |