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WSMDX: WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 29.92 1.17(3.76%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 03/24/2005 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 3.08% |
| Expenses | 1.24% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -2.3 | 9.1 | 21.7 | 10.6 | 3.0 | 10.6 | 10.9 | 10.0 | 10.4 | -2.1 | 11.5 | 18.1 | -23.0 | 8.3 | 32.4 | 30.8 | -2.1 | 28.9 | 6.7 | 4.7 | 8.8 | 41.9 | 12.4 | 0.0 | 23.5 | 44.3 | -37.5 | 12.5 | 10.0 | 14.7 |
| Sharpe Ratio | NA | 0.92 | 1.03 | 0.38 | 0.02 | 0.42 | NA | NA | 0.42 | -0.12 | 0.47 | 0.83 | -0.78 | 0.41 | 0.9 | 2.1 | -0.2 | 2.9 | 0.4 | 0.31 | 0.64 | 3.2 | 0.76 | 0.0 | 1.14 | 1.58 | -1.01 | 0.57 | 0.43 | 1.29 |
| Draw Down(%) | NA | 11.5 | 11.5 | 26.7 | 36.9 | 36.9 | NA | NA | 52.7 | 25.6 | 9.8 | 15.5 | 31.6 | 13.2 | 36.8 | 6.0 | 25.0 | 3.1 | 15.6 | 10.8 | 8.2 | 4.3 | 13.8 | 25.9 | 16.0 | 19.8 | 49.0 | 11.2 | 15.8 | 6.4 |
| Standard Deviation(%) | NA | 21.7 | 18.6 | 19.4 | 22.1 | 21.6 | NA | NA | 21.6 | 22.4 | 17.0 | 17.6 | 31.6 | 20.2 | 35.4 | 14.0 | 17.9 | 9.8 | 16.2 | 15.1 | 13.8 | 13.1 | 16.2 | 29.6 | 20.5 | 28.0 | 38.1 | 16.6 | 15.3 | 13.2 |
| Treynor Ratio | NA | 0.19 | 0.19 | 0.07 | 0.0 | 0.09 | NA | NA | 0.1 | -0.03 | 0.08 | 0.15 | -0.26 | 0.08 | 0.33 | 0.31 | -0.04 | 0.27 | 0.07 | 0.05 | 0.09 | 0.44 | 0.13 | 0.0 | 0.26 | 0.49 | -0.49 | 0.1 | 0.06 | 0.0 |
| Alpha | NA | 0.03 | 0.05 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | -0.04 | -0.02 | -0.01 | 0.03 | -0.04 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | -0.01 | 0.03 | -0.01 | 0.02 | -0.01 | 0.02 | 0.0 | -0.01 | 0.01 | NA |
| Beta | NA | 1.03 | 1.03 | 1.01 | 0.98 | 0.97 | NA | NA | 0.92 | 0.98 | 1.02 | 0.97 | 0.96 | 1.03 | 0.96 | 0.94 | 0.95 | 1.06 | 0.97 | 0.92 | 0.96 | 0.94 | 0.96 | 1.03 | 0.9 | 0.91 | 0.78 | 0.9 | 1.07 | NA |
| RSquared | NA | 0.84 | 0.81 | 0.86 | 0.9 | 0.91 | NA | NA | 0.88 | 0.87 | 0.83 | 0.87 | 0.96 | 0.86 | 0.94 | 0.88 | 0.93 | 0.8 | 0.91 | 0.92 | 0.91 | 0.91 | 0.92 | 0.97 | 0.93 | 0.94 | 0.92 | 0.87 | 0.21 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.7 | 12.5 | 8.7 | 2.5 | 9.4 | 2.1 | 8.8 | 8.0 | 6.5 | 2.8 | 5.3 | 8.6 | 8.5 | 3.1 | 8.9 | 0.4 | 0.0 | 0.0 | 11.1 | 5.2 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -77.9 | 56.3 | 158.2 | -73.2 | 454.2 | -69.7 | -2.1 | 50.6 | 146.7 | -48.3 | -37.8 | 29.1 | 204.8 | -68.4 | 2546.0 | N/A | N/A | -100.0 | 123.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2005
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