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WCGIX: WILLIAM BLAIR MID CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/01/2006 |
Last Dividend Date: | 06/28/2023 |
12-Mo. Yield | 100.03% |
Expenses | 1.20% |
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Performance Analytics (As of 06/28/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/01/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 22.1 | 6.5 | 7.1 | 9.0 | NA | � | 16.6 | -27.6 | 3.8 | 27.2 | 24.9 | -17.5 | 3.3 | -4.8 | -19.7 | -6.0 | 20.7 | 8.8 | -6.4 | 24.3 | 36.4 | -34.5 | 8.9 | 5.5 |
Sharpe Ratio | NA | 0.78 | 0.22 | 0.24 | 0.41 | NA | 0.33 | 1.74 | -0.88 | 0.2 | 0.8 | 0.1 | -1.5 | -0.86 | -2.45 | -1.39 | -1.39 | 0.15 | -0.62 | -0.88 | 0.3 | 0.63 | -1.34 | -0.78 | -1.23 |
Draw Down(%) | NA | 20.3 | 38.5 | 38.5 | 38.5 | NA | 52.6 | 11.4 | 36.5 | 12.6 | 35.8 | 8.8 | 36.7 | 16.1 | 14.4 | 27.4 | 12.9 | 6.9 | 11.7 | 22.7 | 15.4 | 19.8 | 46.7 | 12.5 | 15.7 |
Standard Deviation(%) | NA | 24.2 | 23.9 | 24.9 | 19.9 | NA | 21.9 | 18.9 | 32.9 | 19.1 | 33.6 | 16.2 | 26.0 | 18.6 | 15.8 | 27.6 | 17.7 | 14.3 | 15.9 | 28.2 | 19.1 | 28.3 | 40.2 | 16.9 | 14.9 |
Treynor Ratio | NA | 0.19 | 0.05 | 0.06 | 0.09 | NA | 0.08 | 0.33 | -0.29 | 0.04 | 0.29 | 0.02 | -0.4 | -0.15 | -0.42 | -0.37 | -0.3 | 0.02 | -0.11 | -0.27 | 0.07 | 0.19 | -0.64 | -0.15 | -0.19 |
Alpha | NA | 0.02 | -0.01 | -0.01 | -0.01 | NA | 0.0 | 0.02 | 0.01 | -0.06 | -0.01 | -0.02 | -0.05 | 0.0 | -0.14 | 0.0 | -0.07 | -0.14 | -0.03 | -0.02 | -0.12 | -0.01 | 0.03 | -0.03 | -0.01 |
Beta | NA | 0.98 | 0.98 | 0.97 | 0.96 | NA | 0.92 | 0.99 | 1.01 | 0.99 | 0.93 | 0.97 | 0.97 | 1.06 | 0.91 | 1.04 | 0.82 | 0.91 | 0.93 | 0.93 | 0.84 | 0.93 | 0.84 | 0.88 | 0.99 |
RSquared | NA | 0.96 | 0.96 | 0.97 | 0.96 | NA | 0.93 | 0.93 | 0.97 | 0.91 | 0.97 | 0.71 | 0.51 | 0.25 | 0.84 | 0.41 | 0.42 | 0.72 | 0.89 | 0.88 | 0.95 | 0.96 | 0.95 | 0.8 | 0.21 |
Yield(%) | N/A | 118.7 | 39.2 | 26.0 | 17.5 | 16.8 | N/A | 117.0 | 23.1 | 4.4 | 8.5 | 11.1 | 17.4 | 17.6 | 5.4 | 19.6 | 13.9 | 7.9 | 2.5 | 7.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 1873.8 | 170.9 | 93.2 | N/A | N/A | N/A | 159.4 | 449.2 | -40.8 | -1.9 | -48.0 | 2.0 | 219.4 | -78.4 | 33.5 | 104.8 | 250.0 | -70.3 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2006
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