William Blair Small Mid Fund Manager Performance Evaluation

Relative Risk vs. Return Landscape

If you had invested $ 2,864 in William Blair Small Mid on February 10, 2026 and sold it today, you would have earned $ 144.00 , a return of 5.03% over 90 days. William Blair Small Mid is currently producing a 0.0879% return and carries 1.43% volatility of returns over 90 trading days. Stated differently, William Blair is more volatile than roughly 88% of traded mutual funds, and WSMDX is outperformed by 99% of traded instruments in expected return over the next 90 trading days.This relative risk-return summary evaluates how the instrument behaves against its benchmark. It works best as a comparative read on return quality, drawdown exposure, and volatility burden. Based on a 90-day horizon, WSMDX generates 1.55 times more return on investment than the market. However, WSMDX is 1.55 times more volatile than its market benchmark. Its risk-adjusted efficiency stands at about 0.06% per unit of risk. Dow Jones Industrial is currently generating roughly -0.02% per unit of risk.

Target Price Odds to finish over Current Price

Based on a 90-day horizon, the mutual fund has the beta coefficient of 1.33 . This entails when the benchmark rises, WSMDX tends to outperform it on average. However, when benchmark returns turn negative, William Blair tends to underperform. Additionally, William Blair Small Mid has an alpha of 0.1196, implying that it can generate a 0.1196 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).

Predictive Modules for William Blair

Accurately predicting the fund market is one of the most challenging tasks for investors analyzing William Blair Small. No single approach dominates, but the practice of forecasting remains an essential element of the investment process. Applying a variety of techniques rather than relying on a single model for William Blair Small improves the reliability of the conclusion. The practice of comparing forecasts for William Blair Small builds analytical resilience regardless of which model proves most accurate.

Sentiment Range Low Sentiment High 27.02 28.45 33.09 Details

Intrinsic Valuation Low Intrinsic High 27.07 32.79 34.22 Details

This analysis measures William Blair's competitive standing across key financial and valuation dimensions. Relative margins, returns, and growth rates indicate whether William Blair's valuation reflects competitive positioning. Relative performance on margins and returns indicates whether the current valuation premium or discount is justified. Competitive standing on returns, margins, and growth relative to peers frames William Blair's current market pricing.

Primary Risk Indicators

Volatility has been a defining feature of the mutual fund market in recent decades, and William Blair has reflected that pattern. Sudden corrections and sharp rallies have tested many portfolios that include William Blair. A risk management approach built around William Blair's volatility metrics manages downside exposure. Tracking William Blair's risk indicators over time reveals how the risk profile evolves across market cycles.

William Blair Fundamentals Growth