See what your fund actually adds
William Blair Small-Mid Cap Core Fund Class I WBCIX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WBCIX | Replication |
|---|---|---|
| Annualized growth | 4.3% | 6.4% |
| Annualized volatility | 19.0% | 19.1% |
| Sharpe ratio | 0.32 | 0.42 |
| Maximum drawdown | 27.4% | 27.9% |
| Replication fit (R²) | 0.96 · Tracking error 4.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model WBCIX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBR | Small-Cap · Value | 24.9% |
| VBK | Small-Cap · Growth | 24.9% |
| IJH | US Mid Cap | 23.3% |
| VOT | Mid-Cap · Growth | 15.0% |
| IJR | US Small Cap | 11.9% |