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WBIGX: WILLIAM BLAIR INTERNATIONAL GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info 28.17 0.15(0.54%) May 02
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (36%) |
Start Date: | 07/26/1994 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 3.46% |
Expenses | 0.99% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 1.6 | 7.6 | -4.7 | 5.9 | 4.5 | 8.1 | 6.1 | 7.7 | 15.2 | -28.6 | 8.6 | 31.7 | 30.2 | -18.0 | 29.1 | -2.9 | -0.3 | -3.2 | 18.6 | 23.7 | -14.5 | 20.1 | 42.3 | -52.4 | 18.1 | 23.1 | 21.6 | 18.5 | 43.1 | -14.5 | -13.7 | -7.9 | 96.7 | 11.5 | 8.4 | 10.2 | 7.2 | -11.3 |
Sharpe Ratio | NA | 0.12 | 0.38 | -0.42 | 0.22 | 0.21 | NA | NA | 0.32 | 0.92 | -1.25 | 0.56 | 1.02 | 2.77 | -1.3 | 3.74 | -0.19 | -0.02 | -0.3 | 1.64 | 1.66 | -0.6 | 1.07 | 1.53 | -1.28 | 0.77 | 1.31 | 1.98 | 1.18 | 3.48 | -1.07 | -1.08 | -0.64 | 6.77 | 0.48 | 0.4 | 0.98 | 0.37 | -2.41 |
Draw Down(%) | NA | 6.8 | 15.1 | 41.2 | 41.2 | 41.2 | NA | NA | 65.3 | 15.1 | 36.9 | 11.8 | 33.0 | 6.8 | 26.1 | 3.7 | 14.0 | 16.1 | 11.4 | 11.3 | 13.6 | 24.5 | 14.8 | 23.3 | 61.6 | 14.6 | 18.9 | 6.4 | 15.5 | 10.7 | 27.6 | 28.7 | 22.3 | 6.1 | 28.9 | 12.5 | 5.0 | 7.8 | 15.0 |
Standard Deviation(%) | NA | 11.4 | 11.7 | 17.4 | 20.1 | 16.9 | NA | NA | 17.8 | 12.0 | 24.1 | 15.4 | 30.8 | 10.4 | 14.8 | 7.6 | 16.2 | 13.7 | 10.7 | 11.3 | 14.4 | 24.2 | 18.6 | 27.6 | 41.4 | 19.7 | 15.2 | 9.8 | 14.9 | 12.2 | 14.5 | 15.0 | 19.0 | 13.8 | 17.1 | 12.1 | 6.8 | 9.0 | 11.4 |
Treynor Ratio | NA | 0.02 | 0.07 | -0.11 | 0.06 | 0.05 | NA | NA | 0.07 | 0.18 | -0.45 | 0.13 | 0.34 | 0.46 | -0.27 | 0.44 | -0.04 | 0.0 | -0.04 | 0.25 | 0.3 | -0.18 | 0.24 | 0.45 | -0.58 | 0.15 | 0.2 | 0.24 | 0.19 | 0.56 | -0.28 | -0.28 | -0.13 | 1.16 | 0.1 | 0.06 | 0.08 | 0.04 | -0.36 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.02 | -0.04 | 0.03 | -0.06 | 0.03 | -0.04 | 0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.03 | -0.02 | 0.02 | 0.01 | -0.08 | 0.01 | -0.01 | 0.03 | 0.0 | 0.05 | -0.02 | -0.01 | 0.0 | 0.19 | -0.01 | 0.02 | -0.01 | -0.02 | -0.1 |
Beta | NA | 0.62 | 0.62 | 0.66 | 0.74 | 0.75 | NA | NA | 0.81 | 0.6 | 0.67 | 0.69 | 0.93 | 0.63 | 0.72 | 0.65 | 0.84 | 0.78 | 0.73 | 0.75 | 0.79 | 0.83 | 0.83 | 0.94 | 0.92 | 1.0 | 0.97 | 0.82 | 0.93 | 0.76 | 0.56 | 0.58 | 0.93 | 0.81 | 0.79 | 0.77 | 0.84 | 0.76 | 0.76 |
RSquared | NA | 0.73 | 0.76 | 0.81 | 0.82 | 0.81 | NA | NA | 0.84 | 0.78 | 0.84 | 0.77 | 0.89 | 0.75 | 0.81 | 0.6 | 0.82 | 0.84 | 0.72 | 0.78 | 0.89 | 0.94 | 0.94 | 0.97 | 0.98 | 0.96 | 0.92 | 0.75 | 0.66 | 0.75 | 0.7 | 0.63 | 0.78 | 0.62 | 0.82 | 0.81 | 0.75 | 0.59 | 0.26 |
Yield(%) | N/A | 0.0 | 3.5 | 6.0 | 5.9 | 4.2 | 6.0 | 5.8 | N/A | 3.8 | 5.3 | 11.3 | 1.1 | 1.4 | 6.4 | 1.6 | 1.5 | 0.9 | 0.8 | 1.3 | 3.5 | 0.0 | 2.2 | 0.8 | 2.6 | 12.5 | 12.7 | 7.4 | 0.1 | 0.7 | 0.8 | 0.0 | 16.4 | 30.2 | 0.2 | 14.0 | 3.8 | 1.1 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -52.3 | 180.5 | 151.1 | 4.5 | N/A | N/A | N/A | -52.3 | -55.3 | 1278.1 | 0.0 | -83.8 | 405.1 | 8.3 | 56.5 | 4.5 | -24.1 | -56.7 | N/A | -100.0 | 281.8 | -85.3 | -78.5 | 6.1 | 103.1 | 16100.0 | -88.9 | -25.0 | N/A | -100.0 | -9.8 | 22350.0 | -99.0 | 288.0 | 284.6 | 550.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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