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William Blair Small Cap Growth Fund Class N WBSNX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WBSNX | Replication |
|---|---|---|
| Annualized growth | 4.2% | 5.0% |
| Annualized volatility | 21.5% | 20.7% |
| Sharpe ratio | 0.30 | 0.34 |
| Maximum drawdown | 36.7% | 33.3% |
| Replication fit (R²) | 0.94 · Tracking error 5.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model WBSNX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 68.1% |
| IJR | US Small Cap | 23.8% |
| IWC | Micro Cap | 5.5% |
| XLV | Sector · Healthcare | 2.5% |