WSMDX vs. WBIIX
Compare and contrast key facts about William Blair Small-Mid Cap Growth Fund (WSMDX) and William Blair Institutional International Growth Fund (WBIIX).
WSMDX is managed by William Blair. It was launched on Dec 29, 2003. WBIIX is managed by William Blair. It was launched on Jul 25, 2002.
Performance
WSMDX vs. WBIIX - Performance Comparison
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WSMDX vs. WBIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSMDX William Blair Small-Mid Cap Growth Fund | -2.08% | 0.63% | 27.55% | 18.14% | -22.98% | 8.28% | 32.38% | 30.81% | -2.18% | 28.85% |
WBIIX William Blair Institutional International Growth Fund | -0.70% | 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, WSMDX achieves a -2.08% return, which is significantly lower than WBIIX's -0.70% return. Over the past 10 years, WSMDX has outperformed WBIIX with an annualized return of 11.40%, while WBIIX has yielded a comparatively lower 7.41% annualized return.
WSMDX
- 1D
- 3.91%
- 1M
- -5.85%
- YTD
- -2.08%
- 6M
- -0.51%
- 1Y
- 11.10%
- 3Y*
- 12.10%
- 5Y*
- 3.13%
- 10Y*
- 11.40%
WBIIX
- 1D
- 2.96%
- 1M
- -8.77%
- YTD
- -0.70%
- 6M
- 0.99%
- 1Y
- 16.74%
- 3Y*
- 8.49%
- 5Y*
- 1.41%
- 10Y*
- 7.41%
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WSMDX vs. WBIIX - Expense Ratio Comparison
WSMDX has a 1.10% expense ratio, which is higher than WBIIX's 0.98% expense ratio.
Return for Risk
WSMDX vs. WBIIX — Risk / Return Rank
WSMDX
WBIIX
WSMDX vs. WBIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Growth Fund (WSMDX) 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.
| WSMDX | WBIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.04 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.47 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.20 | -0.55 |
Martin ratioReturn relative to average drawdown | 2.34 | 4.69 | -2.35 |
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
| WSMDX | WBIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.04 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.09 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.44 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.41 | +0.10 |
Correlation
The correlation between WSMDX and WBIIX is 0.68, 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
WSMDX vs. WBIIX - Dividend Comparison
WSMDX's dividend yield for the trailing twelve months is around 2.87%, less than WBIIX's 12.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSMDX William Blair Small-Mid Cap Growth Fund | 2.87% | 2.81% | 24.90% | 7.89% | 3.34% | 9.30% | 1.66% | 7.13% | 8.88% | 5.33% | 2.64% | 5.31% |
WBIIX William Blair Institutional International Growth Fund | 12.61% | 12.53% | 7.49% | 2.51% | 6.57% | 16.58% | 12.61% | 0.95% | 11.74% | 4.16% | 1.15% | 1.28% |
Drawdowns
WSMDX vs. WBIIX - Drawdown Comparison
The maximum WSMDX drawdown since its inception was -50.33%, smaller than the maximum WBIIX drawdown of -65.13%. Use the drawdown chart below to compare losses from any high point for WSMDX and WBIIX.
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Drawdown Indicators
| WSMDX | WBIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.33% | -65.13% | +14.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -13.17% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -36.89% | -40.91% | +4.02% |
Max Drawdown (10Y)Largest decline over 10 years | -36.89% | -40.91% | +4.02% |
Current DrawdownCurrent decline from peak | -8.05% | -10.60% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -8.51% | -14.89% | +6.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.37% | +0.32% |
Volatility
WSMDX vs. WBIIX - Volatility Comparison
William Blair Small-Mid Cap Growth Fund (WSMDX) and William Blair Institutional International Growth Fund (WBIIX) have volatilities of 8.07% and 7.79%, 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
| WSMDX | WBIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 7.79% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 11.73% | +2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.27% | 16.69% | +5.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.00% | 16.54% | +6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.84% | 17.05% | +4.79% |