WSMDX vs. TRBCX

In the year-to-date period, WSMDX achieves a -1.06% return, which is significantly lower than TRBCX's 36.89% return. Over the past 10 years, WSMDX has underperformed TRBCX with an annualized return of 3.82%, while TRBCX has yielded a comparatively higher 15.04% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WSMDX has a 1.10% expense ratio, which is higher than TRBCX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Growth Fund (WSMDX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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.

The current WSMDX Sharpe Ratio is -0.10, which is lower than the TRBCX Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of WSMDX and TRBCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WSMDX has not paid dividends to shareholders, while TRBCX's dividend yield for the trailing twelve months is around 8.99%.

The maximum WSMDX drawdown since its inception was -57.39%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for WSMDX and TRBCX. For additional features, visit the drawdowns tool.

William Blair Small-Mid Cap Growth Fund (WSMDX) has a higher volatility of 12.50% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 5.30%. This indicates that WSMDX's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.