Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSMRX (William Blair Small-Mid Cap Growth Fund) | 7.76% | 18.62% | 9.50% | 2.47% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSMRX (William Blair Small-Mid Cap Growth Fund) | 05/02/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.47 | 18.62 | 9.50 | 2.47 | NA | NA | NA | … | … | 7.76 | 0.32 | 11.56 | 18.15 | -22.90 | 8.32 | 32.46 | 7.81 |
| Sharpe Ratio | NA | 1.03 | 0.38 | 0.02 | NA | NA | NA | … | … | 0.93 | -0.12 | 0.47 | 0.83 | -0.77 | 0.41 | 0.91 | 0.79 |
| Standard Deviation(%) | NA | 18.56 | 19.40 | 22.15 | NA | NA | NA | … | … | 21.60 | 22.39 | 16.97 | 17.61 | 31.56 | 20.16 | 35.35 | 13.43 |
| Draw Down(%) | NA | 11.48 | 26.70 | 36.85 | NA | NA | NA | … | … | 11.48 | 25.62 | 9.79 | 15.47 | 31.56 | 13.22 | 36.78 | 6.01 |
| Yield(%) | 0.00 | 2.99 | 7.65 | 5.69 | 4.88 | 3.25 | 2.44 | … | … | 0.00 | 2.73 | 12.45 | 8.65 | 2.49 | 9.36 | 2.14 | 7.17 |
Data as of 06/10/2026, Common starting date is 05/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMRX (William Blair Small-Mid Cap Growth Fund) |
-3.09%
Apr 2021 – Apr 2024 |
0.86%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSMRX (William Blair Small-Mid Cap Growth Fund) |
13.53%
Mar 2020 – Mar 2023 |
10.13%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart