WISIX vs. LCGFX
Compare and contrast key facts about William Blair International Small Cap Growth Fund (WISIX) and William Blair Large Cap Growth Fund (LCGFX).
WISIX is managed by William Blair. It was launched on Oct 31, 2005. LCGFX is managed by William Blair. It was launched on Dec 27, 1999.
Performance
WISIX vs. LCGFX - Performance Comparison
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WISIX vs. LCGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WISIX William Blair International Small Cap Growth Fund | -3.63% | 15.31% | 0.80% | 14.72% | -34.99% | 11.01% | 29.09% | 34.22% | -24.27% | 32.71% |
LCGFX William Blair Large Cap Growth Fund | -15.23% | 11.79% | 26.09% | 40.48% | -32.48% | 28.29% | 36.64% | 36.44% | 5.18% | 31.29% |
Returns By Period
In the year-to-date period, WISIX achieves a -3.63% return, which is significantly higher than LCGFX's -15.23% return. Over the past 10 years, WISIX has underperformed LCGFX with an annualized return of 4.74%, while LCGFX has yielded a comparatively higher 14.43% annualized return.
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%
LCGFX
- 1D
- 0.20%
- 1M
- -8.36%
- YTD
- -15.23%
- 6M
- -16.74%
- 1Y
- 5.47%
- 3Y*
- 14.52%
- 5Y*
- 7.31%
- 10Y*
- 14.43%
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WISIX vs. LCGFX - Expense Ratio Comparison
WISIX has a 1.23% expense ratio, which is higher than LCGFX's 0.65% expense ratio.
Return for Risk
WISIX vs. LCGFX — Risk / Return Rank
WISIX
LCGFX
WISIX vs. LCGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Small Cap Growth Fund (WISIX) and William Blair Large Cap Growth Fund (LCGFX). 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.
| WISIX | LCGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.26 | +0.30 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.55 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.13 | +0.53 |
Martin ratioReturn relative to average drawdown | 2.01 | 0.41 | +1.59 |
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
| WISIX | LCGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.26 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.34 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.68 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.31 | 0.00 |
Correlation
The correlation between WISIX and LCGFX is 0.63, 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
WISIX vs. LCGFX - Dividend Comparison
WISIX's dividend yield for the trailing twelve months is around 0.63%, less than LCGFX's 10.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LCGFX William Blair Large Cap Growth Fund | 10.10% | 8.56% | 5.97% | 0.00% | 0.82% | 4.29% | 3.83% | 6.46% | 17.08% | 0.56% | 1.10% | 9.86% |
Drawdowns
WISIX vs. LCGFX - Drawdown Comparison
The maximum WISIX drawdown since its inception was -64.84%, roughly equal to the maximum LCGFX drawdown of -62.95%. Use the drawdown chart below to compare losses from any high point for WISIX and LCGFX.
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Drawdown Indicators
| WISIX | LCGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.84% | -62.95% | -1.89% |
Max Drawdown (1Y)Largest decline over 1 year | -10.09% | -20.59% | +10.50% |
Max Drawdown (5Y)Largest decline over 5 years | -47.76% | -37.25% | -10.51% |
Max Drawdown (10Y)Largest decline over 10 years | -47.76% | -37.25% | -10.51% |
Current DrawdownCurrent decline from peak | -22.75% | -20.44% | -2.31% |
Average DrawdownAverage peak-to-trough decline | -16.60% | -21.57% | +4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 6.62% | -2.95% |
Volatility
WISIX vs. LCGFX - Volatility Comparison
William Blair International Small Cap Growth Fund (WISIX) has a higher volatility of 6.00% compared to William Blair Large Cap Growth Fund (LCGFX) at 5.18%. This indicates that WISIX's price experiences larger fluctuations and is considered to be riskier than LCGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISIX | LCGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 5.18% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.88% | 11.74% | -1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 22.13% | -7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 21.74% | -4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 21.22% | -3.99% |