Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVMIX (William Blair Mid Cap Value Fund Class I New) | 13.07% | 20.61% | 14.16% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/16/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVMIX (William Blair Mid Cap Value Fund Class I New) | 03/16/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 20.61 | 14.16 | NA | NA | NA | NA | … | … | 13.07 | 7.33 | 10.71 | 13.26 | -9.42 |
| Sharpe Ratio | NA | 1.31 | 0.76 | NA | NA | NA | NA | … | … | 1.83 | 0.25 | 0.55 | 0.61 | -0.53 |
| Standard Deviation(%) | NA | 13.93 | 15.12 | NA | NA | NA | NA | … | … | 15.09 | 17.72 | 12.82 | 15.85 | 25.62 |
| Draw Down(%) | NA | 9.31 | 18.07 | NA | NA | NA | NA | … | … | 9.31 | 16.72 | 7.54 | 13.52 | 22.30 |
| Yield(%) | 0.00 | 1.53 | 1.64 | 1.09 | 0.55 | 0.36 | 0.27 | … | … | 0.00 | 1.55 | 1.32 | 1.68 | 0.95 |
Data as of 06/09/2026, Common starting date is 03/16/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVMIX (William Blair Mid Cap Value Fund Class I New) |
4.29%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| WVMIX (William Blair Mid Cap Value Fund Class I New) |
15.41%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart