Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSMVX (William Blair Small-Mid Cap Value R6) | 17.59% | 26.45% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/06/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSMVX (William Blair Small-Mid Cap Value R6) | 09/06/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 26.45 | NA | NA | NA | NA | NA | … | … | 17.59 | 3.22 | 5.35 | 5.88 |
| Sharpe Ratio | NA | 1.64 | NA | NA | NA | NA | NA | … | … | 2.46 | 0.02 | 0.11 | 0.82 |
| Standard Deviation(%) | NA | 16.13 | NA | NA | NA | NA | NA | … | … | 17.31 | 20.14 | 16.40 | 19.39 |
| Draw Down(%) | NA | 9.14 | NA | NA | NA | NA | NA | … | … | 9.14 | 21.31 | 8.95 | 11.63 |
| Yield(%) | 0.00 | 1.65 | 1.42 | 0.85 | 0.43 | 0.28 | 0.21 | … | … | 0.00 | 1.59 | 1.95 | 0.50 |
Data as of 06/10/2026, Common starting date is 09/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSMVX (William Blair Small-Mid Cap Value R6) |
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 |
|---|---|---|---|---|
| RSMVX (William Blair Small-Mid Cap Value R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart