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WISIX: WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 15.28 0.55(3.47%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 08/14/2006 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 0.61% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.3 | 8.7 | 8.4 | 9.6 | -3.2 | 4.0 | 4.3 | 5.0 | 15.3 | 0.8 | 14.7 | -35.0 | -4.7 | 26.4 | 34.2 | -24.3 | 32.7 | -4.4 | 10.0 | -7.8 | 26.1 | 21.1 | -11.8 | 26.7 | 57.5 | -51.6 | 13.3 | 12.5 |
| Sharpe Ratio | NA | 2.17 | 0.97 | 0.65 | -0.25 | 0.16 | NA | 0.2 | 0.87 | -0.23 | 0.83 | -1.4 | -0.21 | 0.86 | 3.21 | -1.84 | 4.38 | -0.29 | 0.78 | -0.72 | 2.62 | 1.65 | -0.52 | 1.55 | 2.35 | -1.46 | 0.54 | 2.81 |
| Draw Down(%) | NA | 10.1 | 10.1 | 17.9 | 55.1 | 55.1 | NA | 64.8 | 13.3 | 8.6 | 17.9 | 43.5 | 25.5 | 37.4 | 7.3 | 31.4 | 3.2 | 13.2 | 9.9 | 14.7 | 7.8 | 12.5 | 23.3 | 14.8 | 19.8 | 58.7 | 15.7 | 5.0 |
| Standard Deviation(%) | NA | 17.4 | 13.6 | 14.1 | 18.7 | 18.2 | NA | 18.9 | 14.4 | 12.5 | 13.4 | 26.1 | 22.7 | 30.4 | 10.2 | 14.0 | 7.3 | 15.9 | 12.8 | 10.8 | 10.0 | 12.9 | 22.9 | 17.2 | 24.4 | 35.8 | 19.1 | 11.7 |
| Treynor Ratio | NA | 0.69 | 0.25 | 0.16 | -0.07 | 0.04 | NA | 0.05 | 0.23 | -0.05 | 0.17 | -0.52 | -0.07 | 0.3 | 0.6 | -0.41 | 0.61 | -0.06 | 0.15 | -0.13 | 0.47 | 0.31 | -0.16 | 0.36 | 0.71 | -0.68 | 0.11 | 0.35 |
| Alpha | NA | 0.11 | 0.03 | 0.02 | -0.01 | -0.01 | NA | 0.0 | 0.01 | -0.02 | 0.01 | -0.07 | -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 | 0.0 |
| Beta | NA | 0.54 | 0.52 | 0.57 | 0.65 | 0.69 | NA | 0.73 | 0.54 | 0.55 | 0.64 | 0.7 | 0.69 | 0.86 | 0.55 | 0.63 | 0.53 | 0.77 | 0.66 | 0.6 | 0.55 | 0.68 | 0.76 | 0.74 | 0.81 | 0.77 | 0.93 | 0.92 |
| RSquared | NA | 0.48 | 0.47 | 0.57 | 0.6 | 0.65 | NA | 0.76 | 0.6 | 0.51 | 0.71 | 0.8 | 0.39 | 0.77 | 0.6 | 0.7 | 0.43 | 0.73 | 0.68 | 0.49 | 0.54 | 0.81 | 0.89 | 0.88 | 0.92 | 0.92 | 0.89 | 0.54 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 0.7 | 1.8 | 1.0 | 0.1 | 0.2 | 0.0 | 0.4 | 9.2 | 12.0 | 0.4 | 2.5 | 13.8 | 6.4 | 2.5 | 1.2 | 0.9 | 0.2 | 0.8 | 8.4 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -60.7 | 100.9 | 395.5 | -48.8 | 514.3 | -84.1 | -97.0 | -7.1 | 3210.6 | -85.1 | -85.8 | 154.3 | 194.3 | 82.2 | 73.4 | 487.5 | -86.2 | -89.8 | 1896.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2006
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