William Blair Small Mid Fund Manager Performance Evaluation
| WBCIX Fund | USD 17.24 0.23 1.32% |
The entity maintains a market beta of 1.05, which attests to a somewhat significant risk relative to the market. William Blair returns are very sensitive to returns on the market. As the market goes up or down, William Blair is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in William Blair Small Mid are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, William Blair showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.9500 |
William |
William Blair Relative Risk vs. Return Landscape
If you would invest 1,525 in William Blair Small Mid on November 15, 2025 and sell it today you would earn a total of 199.00 from holding William Blair Small Mid or generate 13.05% return on investment over 90 days. William Blair Small Mid is currently producing 0.2104% returns and takes up 1.0927% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than William, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
William Blair Current Valuation
Fairly Valued
Today
Please note that William Blair's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. William Blair Small maintains a prevalent Real Value of $17.06 per share. The last-minute price of the fund is $17.24. We determine the value of William Blair Small from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since William Blair is currently traded on the exchange, buyers and sellers on that exchange determine the market value of William Mutual Fund. However, William Blair's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.24 | Real 17.06 | Hype 17.24 |
The intrinsic value of William Blair's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence William Blair's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of William Blair Small Mid helps investors to forecast how William mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of William Blair more accurately as focusing exclusively on William Blair's fundamentals will not take into account other important factors: William Blair Target Price Odds to finish over Current Price
The tendency of William Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.24 | 90 days | 17.24 | about 22.76 |
Based on a normal probability distribution, the odds of William Blair to move above the current price in 90 days from now is about 22.76 (This William Blair Small Mid probability density function shows the probability of William Mutual Fund to fall within a particular range of prices over 90 days) .
William Blair Price Density |
| Price |
Predictive Modules for William Blair
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as William Blair Small. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.William Blair Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. William Blair is not an exception. The market had few large corrections towards the William Blair's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold William Blair Small Mid, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of William Blair within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 1.05 | |
σ | Overall volatility | 0.75 | |
Ir | Information ratio | 0.06 |
William Blair Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of William Blair for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for William Blair Small can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 96.13% of its net assets in stocks |
William Blair Fundamentals Growth
William Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of William Blair, and William Blair fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on William Mutual Fund performance.
| Total Asset | 18.46 M | ||||
About William Blair Performance
Evaluating William Blair's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if William Blair has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if William Blair has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small capitalized and medium capitalized companies. It invests in a diversified portfolio of equity securities, primarily common stocks, of small cap and mid cap U.S. companies that the Adviser deems to be of high quality but undervalued by the marketplace.Things to note about William Blair Small performance evaluation
Checking the ongoing alerts about William Blair for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for William Blair Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 96.13% of its net assets in stocks |
- Analyzing William Blair's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether William Blair's stock is overvalued or undervalued compared to its peers.
- Examining William Blair's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating William Blair's management team can have a significant impact on its success or failure. Reviewing the track record and experience of William Blair's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of William Blair's mutual fund. These opinions can provide insight into William Blair's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in William Mutual Fund
William Blair financial ratios help investors to determine whether William Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in William with respect to the benefits of owning William Blair security.
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