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WBRRX: WILLIAM BLAIR INCOME FUND CLASS N (MUTUAL FUND)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/15/1990 |
Last Dividend Date: | 02/28/2022 |
12-Mo. Yield | 1.23% |
Expenses | 0.25% |
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Performance Analytics (As of 04/19/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/14/1991 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.5 | 1.7 | 1.4 | 1.6 | 2.4 | 2.7 | 4.2 | -1.4 | -1.5 | 4.2 | 5.9 | -0.9 | 1.5 | 2.4 | 0.4 | 3.1 | -1.6 | 6.0 | 5.2 | 5.7 | 9.5 | -2.1 | 1.1 | 4.3 | 1.7 | 2.6 | 2.8 | 6.6 | 8.4 | 10.0 | 0.4 | 7.1 | 8.1 | 3.1 | 14.4 | -0.7 | 6.0 | 6.4 | 16.5 | 2.8 |
Sharpe Ratio | NA | -1.09 | 0.6 | 0.36 | 0.6 | NA | NA | 0.92 | -4.09 | -0.92 | 1.51 | 2.2 | -1.34 | 0.51 | 1.21 | 0.19 | 1.81 | -0.64 | 2.75 | 1.73 | 1.72 | 2.07 | -0.6 | -0.6 | 0.58 | -0.24 | 0.6 | 0.7 | 1.67 | 1.59 | 2.16 | -0.95 | 1.38 | 2.19 | -0.13 | 3.48 | -1.08 | 1.46 | 0.97 | 4.2 | 2.8 |
Draw Down(%) | NA | 2.4 | 4.0 | 4.0 | 4.1 | NA | NA | 9.5 | 1.4 | 1.7 | 4.0 | 1.0 | 1.6 | 0.7 | 1.7 | 1.4 | 0.9 | 4.1 | 1.0 | 1.4 | 2.8 | 2.2 | 9.5 | 2.2 | 0.8 | 1.5 | 3.0 | 3.1 | 2.2 | 2.5 | 2.0 | 2.0 | 1.9 | 1.2 | 2.7 | 1.1 | 4.1 | 2.0 | 2.8 | 1.2 | 1.0 |
Standard Deviation(%) | NA | 1.5 | 2.1 | 1.9 | 2.0 | NA | NA | 2.9 | 1.2 | 1.6 | 2.6 | 2.0 | 1.6 | 1.6 | 1.8 | 2.0 | 1.7 | 2.5 | 2.2 | 3.0 | 3.2 | 4.6 | 5.1 | 3.2 | 1.7 | 1.8 | 2.8 | 3.1 | 3.3 | 3.9 | 2.8 | 3.0 | 2.7 | 2.1 | 3.3 | 3.0 | 3.4 | 2.7 | 4.1 | 3.0 | 3.3 |
Treynor Ratio | NA | -0.05 | 0.02 | 0.01 | 0.02 | NA | NA | 0.03 | -0.29 | -0.02 | 0.06 | 0.05 | -0.03 | 0.01 | 0.03 | 0.0 | 0.04 | -0.01 | 0.04 | 0.04 | 0.05 | 0.08 | -0.04 | -0.03 | 0.02 | -0.01 | 0.02 | 0.02 | 0.07 | 0.08 | 0.1 | -0.04 | 0.06 | 0.09 | -0.01 | 0.14 | -0.04 | 0.11 | 0.05 | 0.27 | 0.23 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.03 | 0.02 |
Beta | NA | 0.32 | 0.6 | 0.64 | 0.77 | NA | NA | 0.78 | 0.17 | 0.7 | 0.64 | 0.94 | 0.82 | 0.8 | 0.76 | 0.94 | 0.86 | 1.42 | 1.33 | 1.44 | 1.19 | 1.13 | 0.84 | 0.64 | 0.54 | 0.71 | 0.96 | 1.0 | 0.82 | 0.8 | 0.6 | 0.76 | 0.66 | 0.49 | 0.8 | 0.76 | 0.87 | 0.35 | 0.78 | 0.47 | 0.4 |
RSquared | NA | 0.22 | 0.45 | 0.44 | 0.45 | NA | NA | 0.41 | 0.21 | 0.4 | 0.51 | 0.62 | 0.47 | 0.43 | 0.47 | 0.58 | 0.48 | 0.59 | 0.57 | 0.56 | 0.52 | 0.5 | 0.44 | 0.24 | 0.33 | 0.37 | 0.48 | 0.52 | 0.45 | 0.43 | 0.31 | 0.42 | 0.46 | 0.34 | 0.53 | 0.48 | 0.5 | 0.1 | 0.38 | 0.19 | 0.16 |
Yield(%) | N/A | 1.2 | 2.3 | 2.6 | 2.7 | 3.2 | 3.4 | N/A | 0.2 | 1.4 | 2.2 | 3.0 | 3.1 | 2.7 | 2.7 | 2.6 | 2.6 | 2.8 | 3.4 | 4.1 | 4.0 | 5.5 | 4.3 | 5.4 | 4.8 | 5.0 | 4.7 | 4.5 | 3.7 | 6.9 | 6.4 | 5.5 | 5.8 | 6.2 | 5.7 | 6.7 | 6.0 | 6.2 | 7.4 | 10.5 | 1.0 |
Dividend Growth(%) | N/A | -46.4 | -28.3 | -17.4 | -44.2 | -49.1 | N/A | N/A | -83.3 | -36.8 | -24.0 | -7.4 | 12.5 | 0.0 | 0.0 | 0.0 | -11.1 | -15.6 | -15.8 | 5.6 | -25.0 | 20.0 | -24.5 | 12.8 | -7.8 | 4.1 | 4.3 | 23.7 | -46.5 | 12.7 | 8.6 | -4.9 | -4.7 | 6.7 | -9.1 | 4.8 | -4.5 | -17.5 | -24.5 | 960.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/1991
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