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WIISX: WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 15.39 0.54(3.39%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 12/14/2005 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 0.66% |
| Expenses | 1.10% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.3 | 8.7 | 8.4 | 9.7 | -3.2 | 4.1 | 4.4 | 4.5 | 5.4 | 14.8 | 0.9 | 14.8 | -34.9 | -4.5 | 26.6 | 34.3 | -24.2 | 32.7 | -4.3 | 10.0 | -7.6 | 26.5 | 21.4 | -11.6 | 26.4 | 57.8 | -51.5 | 13.5 | 20.9 | 2.9 |
| Sharpe Ratio | NA | 2.16 | 0.97 | 0.65 | -0.25 | 0.17 | NA | NA | 0.22 | 0.84 | -0.46 | 0.79 | -1.4 | -0.2 | 0.86 | 3.22 | -1.82 | 4.38 | -0.28 | 0.77 | -0.71 | 2.66 | 1.66 | -0.51 | 1.53 | 2.36 | -1.46 | 0.55 | 1.07 | 10.96 |
| Draw Down(%) | NA | 10.1 | 10.1 | 17.9 | 55.1 | 55.1 | NA | NA | 64.7 | 13.3 | 8.5 | 17.9 | 43.5 | 25.4 | 37.5 | 7.3 | 31.3 | 3.2 | 13.2 | 9.9 | 14.5 | 7.7 | 12.5 | 23.2 | 14.6 | 19.9 | 58.6 | 15.6 | 20.0 | 0.6 |
| Standard Deviation(%) | NA | 17.4 | 13.6 | 14.1 | 18.7 | 18.2 | NA | NA | 18.9 | 14.5 | 12.5 | 13.4 | 26.1 | 22.7 | 30.5 | 10.2 | 14.1 | 7.4 | 16.0 | 12.9 | 10.8 | 9.9 | 12.9 | 22.8 | 17.1 | 24.4 | 35.8 | 19.2 | 16.6 | 8.0 |
| Treynor Ratio | NA | 0.69 | 0.25 | 0.16 | -0.07 | 0.04 | NA | NA | 0.06 | 0.25 | -0.13 | 0.17 | -0.53 | -0.09 | 0.3 | 0.6 | -0.4 | 0.6 | -0.06 | 0.15 | -0.13 | 0.48 | 0.32 | -0.15 | 0.36 | 0.72 | -0.68 | 0.11 | 0.18 | 1.53 |
| Alpha | NA | 0.11 | 0.03 | 0.02 | -0.01 | -0.01 | NA | NA | 0.0 | 0.03 | -0.01 | 0.02 | -0.06 | 0.01 | -0.06 | 0.05 | -0.08 | 0.04 | -0.02 | 0.04 | -0.02 | 0.05 | 0.03 | -0.01 | 0.05 | 0.07 | -0.11 | 0.0 | -0.01 | 0.24 |
| Beta | NA | 0.54 | 0.52 | 0.57 | 0.65 | 0.69 | NA | NA | 0.73 | 0.48 | 0.43 | 0.64 | 0.69 | 0.5 | 0.87 | 0.55 | 0.64 | 0.53 | 0.77 | 0.66 | 0.6 | 0.55 | 0.68 | 0.76 | 0.74 | 0.81 | 0.77 | 0.93 | 0.96 | 0.57 |
| RSquared | NA | 0.48 | 0.47 | 0.57 | 0.6 | 0.65 | NA | NA | 0.76 | 0.53 | 0.44 | 0.7 | 0.78 | 0.26 | 0.83 | 0.61 | 0.71 | 0.43 | 0.73 | 0.69 | 0.49 | 0.54 | 0.81 | 0.89 | 0.88 | 0.92 | 0.92 | 0.89 | 0.76 | 0.48 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.8 | 1.9 | 1.1 | 0.2 | 0.3 | 0.2 | 0.5 | 9.3 | 12.0 | 0.4 | 2.6 | 13.9 | 6.6 | 2.8 | 1.4 | 0.6 | 0.4 | 0.8 | 8.6 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -59.0 | 95.7 | 251.5 | -45.9 | 154.2 | -52.9 | -96.5 | -6.0 | 2606.9 | -82.3 | -85.6 | 149.3 | 176.8 | 74.5 | 172.5 | 137.9 | -75.0 | -90.0 | 1928.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/08/2005
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