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WBGSX: WILLIAM BLAIR GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info 10.89 0.02(0.18%) May 16
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (55%) |
Start Date: | 01/02/1980 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 13.50% |
Expenses | 0.92% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | -73.5 | -68.2 | 10.7 | -13.9 | -1.8 | 14.5 | 10.9 | 6.6 | 37.8 | -29.7 | 21.7 | 36.1 | 32.1 | 4.9 | 24.2 | -1.0 | 5.2 | 6.9 | 35.0 | 15.7 | -1.9 | 14.1 | 38.9 | -37.6 | 13.6 | 12.4 | 6.3 | 7.3 | 23.7 | -24.7 | -13.5 | -7.5 | 11.9 | 17.1 | 13.9 | 13.3 | 24.0 | -1.3 | 3.6 | -1.1 | 36.2 | -11.1 | 0.4 | -4.9 | -9.8 | -23.0 | 14.9 | -12.0 | 8.1 | 20.5 | 0.4 | 31.1 |
Sharpe Ratio | NA | 1.75 | 1.88 | 0.2 | 0.54 | 0.63 | NA | NA | 0.18 | 2.09 | -1.01 | 1.3 | 1.09 | 2.22 | 0.19 | 2.9 | -0.08 | 0.33 | 0.52 | 2.9 | 1.05 | -0.08 | 0.79 | 1.53 | -1.0 | 0.65 | 0.7 | 0.36 | 0.5 | 1.34 | -0.91 | -0.61 | -0.4 | 0.41 | 0.57 | 0.61 | 0.71 | 1.94 | -0.33 | 0.11 | -0.24 | 2.23 | -0.97 | -0.19 | -0.56 | -0.49 | -0.99 | 0.78 | -0.91 | 0.13 | 0.59 | -0.64 | 1.14 |
Draw Down(%) | NA | 5.8 | 10.5 | 36.9 | 36.9 | 36.9 | NA | NA | 52.5 | 10.5 | 33.9 | 9.0 | 30.9 | 6.6 | 20.0 | 3.4 | 14.7 | 10.4 | 8.2 | 5.3 | 11.6 | 21.0 | 16.0 | 19.2 | 47.7 | 10.3 | 11.9 | 7.7 | 12.1 | 15.6 | 36.4 | 34.1 | 21.6 | 11.6 | 29.3 | 12.1 | 12.3 | 6.4 | 10.5 | 12.2 | 11.2 | 7.4 | 21.9 | 25.8 | 14.0 | 37.1 | 24.1 | 9.7 | 16.8 | 12.0 | 15.5 | 15.4 | 10.3 |
Standard Deviation(%) | NA | 15.4 | 14.9 | 22.1 | 23.6 | 19.6 | NA | NA | 20.1 | 16.2 | 31.1 | 16.6 | 32.8 | 13.8 | 19.1 | 8.2 | 14.6 | 15.4 | 13.3 | 12.0 | 15.1 | 25.4 | 17.6 | 25.4 | 38.6 | 16.3 | 13.0 | 11.5 | 12.8 | 17.2 | 28.5 | 26.5 | 29.1 | 21.1 | 24.1 | 17.0 | 13.7 | 10.4 | 12.9 | 14.3 | 14.3 | 14.5 | 16.8 | 27.4 | 16.9 | 27.9 | 27.4 | 12.5 | 20.6 | 15.4 | 22.0 | 14.9 | 20.2 |
Treynor Ratio | NA | 0.34 | 0.35 | 0.05 | 0.15 | 0.15 | NA | NA | 0.05 | 0.41 | -0.38 | 0.3 | 0.4 | 0.49 | 0.04 | 0.27 | -0.01 | 0.05 | 0.07 | 0.36 | 0.16 | -0.02 | 0.16 | 0.39 | -0.38 | 0.11 | 0.1 | 0.05 | 0.08 | 0.27 | -0.3 | -0.23 | -0.15 | 0.11 | 0.17 | 0.16 | 0.15 | 0.4 | -0.06 | 0.02 | -0.04 | 0.43 | -0.23 | -0.09 | -0.12 | -0.98 | -1.08 | 0.88 | -0.24 | 0.09 | 0.3 | -0.16 | 0.36 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.02 | 0.04 | -0.04 | 0.01 | 0.02 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | -0.01 | 0.0 | 0.0 | 0.04 | 0.05 | 0.03 | -0.01 | -0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.02 | -0.01 | 0.01 | -0.06 | -0.07 | -0.05 | -0.02 | -0.09 | 0.03 | -0.04 | 0.01 | 0.04 | 0.0 | 0.03 |
Beta | NA | 0.79 | 0.8 | 0.81 | 0.83 | 0.84 | NA | NA | 0.74 | 0.83 | 0.82 | 0.72 | 0.89 | 0.63 | 0.9 | 0.89 | 0.97 | 0.94 | 0.95 | 0.97 | 1.01 | 0.95 | 0.9 | 1.01 | 1.01 | 0.96 | 0.95 | 0.87 | 0.83 | 0.86 | 0.85 | 0.72 | 0.76 | 0.82 | 0.81 | 0.66 | 0.63 | 0.5 | 0.76 | 0.71 | 0.78 | 0.74 | 0.71 | 0.61 | 0.79 | 0.14 | 0.25 | 0.11 | 0.77 | 0.23 | 0.43 | 0.6 | 0.64 |
RSquared | NA | 0.92 | 0.92 | 0.94 | 0.94 | 0.92 | NA | NA | 0.62 | 0.93 | 0.96 | 0.87 | 0.95 | 0.69 | 0.97 | 0.88 | 0.95 | 0.96 | 0.95 | 0.93 | 0.95 | 0.98 | 0.96 | 0.95 | 0.97 | 0.93 | 0.88 | 0.79 | 0.89 | 0.92 | 0.9 | 0.89 | 0.82 | 0.68 | 0.66 | 0.62 | 0.43 | 0.25 | 0.4 | 0.26 | 0.38 | 0.64 | 0.67 | 0.11 | 0.56 | 0.04 | 0.04 | 0.03 | 0.39 | 0.07 | 0.18 | 0.55 | 0.38 |
Yield(%) | N/A | 0.0 | 13.5 | 9.4 | 12.7 | 12.5 | 16.7 | 12.0 | N/A | 15.6 | 3.1 | 16.0 | 17.6 | 12.3 | 29.7 | 33.9 | 8.2 | 12.9 | 15.0 | 11.7 | 3.3 | 2.8 | 0.0 | 0.0 | 1.6 | 11.0 | 11.6 | 0.4 | 0.0 | 0.0 | 1.3 | 1.2 | 28.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 238.3 | -41.5 | -49.7 | 264.4 | 126.3 | 276.8 | N/A | 235.1 | -78.9 | 4.2 | 73.2 | -68.4 | -21.3 | 290.0 | -42.5 | -20.9 | 52.8 | 300.0 | 12.5 | N/A | N/A | -100.0 | -85.6 | -6.0 | 3225.0 | N/A | N/A | -100.0 | 0.0 | -97.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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