Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISMVX (William Blair Small-Mid Cap Value I) | 17.22% | 28.91% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/25/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISMVX (William Blair Small-Mid Cap Value I) | 08/25/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 28.91 | NA | NA | NA | NA | NA | … | … | 17.22 | 3.16 | 5.38 | 6.68 |
| Sharpe Ratio | NA | 1.62 | NA | NA | NA | NA | NA | … | … | 2.44 | 0.01 | 0.11 | 0.87 |
| Standard Deviation(%) | NA | 16.17 | NA | NA | NA | NA | NA | … | … | 17.34 | 20.24 | 16.37 | 19.22 |
| Draw Down(%) | NA | 9.13 | NA | NA | NA | NA | NA | … | … | 9.13 | 21.38 | 9.01 | 13.86 |
| Yield(%) | 0.00 | 1.63 | 1.38 | 0.83 | 0.41 | 0.28 | 0.21 | … | … | 0.00 | 1.54 | 1.88 | 0.45 |
Data as of 06/05/2026, Common starting date is 08/25/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISMVX (William Blair Small-Mid Cap Value I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISMVX (William Blair Small-Mid Cap Value I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart