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WCGNX: WILLIAM BLAIR MID CAP GROWTH FUND CLASS N (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 | 118.46% |
Expenses | 1.20% |
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Performance Analytics (As of 06/29/2023)
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 | 22.0 | 5.7 | 6.7 | 8.7 | 73.1 | 61.2 | 16.4 | -27.9 | 3.1 | 26.8 | 23.9 | -18.8 | 2.2 | -5.2 | -20.6 | -6.6 | 20.2 | 8.5 | -6.7 | 24.0 | 36.0 | -34.7 | 8.5 | 5.2 |
Sharpe Ratio | NA | 0.77 | 0.19 | 0.22 | 0.4 | NA | 0.32 | 1.68 | -0.89 | 0.16 | 0.79 | 0.04 | -1.5 | -0.88 | -2.46 | -1.38 | -1.4 | 0.12 | -0.64 | -0.89 | 0.28 | 0.62 | -1.35 | -0.8 | -1.24 |
Draw Down(%) | NA | 20.2 | 38.7 | 38.7 | 38.7 | NA | 52.8 | 11.3 | 36.6 | 13.1 | 35.8 | 9.6 | 37.6 | 16.9 | 14.4 | 28.1 | 13.3 | 7.0 | 11.7 | 22.8 | 15.4 | 19.9 | 46.8 | 12.6 | 15.7 |
Standard Deviation(%) | NA | 24.2 | 23.9 | 24.9 | 19.9 | NA | 21.9 | 18.9 | 32.9 | 19.2 | 33.6 | 16.6 | 26.9 | 19.4 | 15.9 | 28.3 | 17.9 | 14.3 | 15.9 | 28.3 | 19.2 | 28.2 | 40.2 | 16.9 | 15.0 |
Treynor Ratio | NA | 0.19 | 0.05 | 0.06 | 0.08 | NA | 0.08 | 0.32 | -0.29 | 0.03 | 0.28 | 0.01 | -0.42 | -0.16 | -0.43 | -0.37 | -0.31 | 0.02 | -0.11 | -0.27 | 0.06 | 0.19 | -0.64 | -0.16 | -0.19 |
Alpha | NA | 0.02 | -0.01 | -0.01 | -0.01 | NA | 0.0 | 0.02 | 0.0 | -0.06 | -0.02 | -0.03 | -0.06 | 0.01 | -0.14 | 0.0 | -0.08 | -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 | 1.0 | 0.93 | 0.97 | 0.97 | 1.06 | 0.92 | 1.04 | 0.81 | 0.91 | 0.93 | 0.94 | 0.85 | 0.93 | 0.84 | 0.87 | 0.98 |
RSquared | NA | 0.95 | 0.96 | 0.97 | 0.96 | NA | 0.93 | 0.93 | 0.97 | 0.9 | 0.98 | 0.68 | 0.48 | 0.23 | 0.84 | 0.4 | 0.4 | 0.72 | 0.9 | 0.88 | 0.95 | 0.96 | 0.95 | 0.8 | 0.2 |
Yield(%) | N/A | 118.5 | 38.9 | 25.5 | 16.8 | 16.2 | N/A | 116.7 | 25.5 | 4.8 | 9.3 | 11.9 | 18.4 | 18.4 | 5.6 | 20.2 | 14.3 | 8.1 | 2.4 | 8.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 1665.4 | 146.8 | 79.1 | N/A | N/A | N/A | 123.0 | 449.2 | -40.8 | -1.9 | -48.0 | 2.0 | 219.4 | -78.4 | 33.5 | 104.8 | 275.0 | -72.3 | 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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