WSMDX vs. VINIX

In the year-to-date period, WSMDX achieves a -12.42% return, which is significantly lower than VINIX's -3.47% return. Over the past 10 years, WSMDX has underperformed VINIX with an annualized return of 1.61%, while VINIX has yielded a comparatively higher 11.03% annualized return.

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WSMDX has a 1.10% expense ratio, which is higher than VINIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Growth Fund (WSMDX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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 -0.65, which is lower than the VINIX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of WSMDX and VINIX, 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 VINIX's dividend yield for the trailing twelve months is around 1.36%.

The maximum WSMDX drawdown since its inception was -52.67%, roughly equal to the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WSMDX and VINIX. For additional features, visit the drawdowns tool.

William Blair Small-Mid Cap Growth Fund (WSMDX) has a higher volatility of 7.37% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 6.85%. This indicates that WSMDX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.