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WIEIX: WILLIAM BLAIR INTERNATIONAL DEVELOPED PLUS FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/07/2005 |
Last Dividend Date: | 12/13/2018 |
12-Mo. Yield | 0.00% |
Expenses | 1.00% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/08/2005 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.2 | 2.0 | 4.6 | 5.8 | 4.0 | 19.5 | -16.5 | 23.7 | -0.0 | 1.8 | -2.8 | 19.7 | 17.9 | -12.7 | 11.2 | 32.9 | -48.6 | 18.0 | 20.2 | 7.3 |
Sharpe Ratio | NA | 1.83 | 0.61 | 0.31 | 0.35 | 0.16 | 1.91 | -1.26 | 3.09 | -0.01 | 0.13 | -0.27 | 1.66 | 1.23 | -0.52 | 0.59 | 1.19 | -1.21 | 0.76 | 1.14 | 2.2 |
Draw Down(%) | NA | 7.2 | 24.1 | 24.1 | 25.6 | 62.3 | 7.2 | 24.1 | 3.1 | 13.9 | 14.7 | 12.5 | 10.2 | 14.0 | 25.6 | 15.9 | 23.6 | 59.4 | 14.0 | 18.4 | 6.2 |
Standard Deviation(%) | NA | 10.2 | 10.8 | 12.9 | 15.0 | 19.4 | 9.8 | 14.1 | 7.5 | 16.8 | 14.0 | 10.4 | 11.9 | 14.6 | 24.5 | 18.9 | 27.7 | 40.9 | 19.8 | 15.0 | 10.1 |
Treynor Ratio | NA | 0.34 | 0.11 | 0.05 | 0.07 | 0.04 | 0.35 | -0.26 | 0.38 | 0.0 | 0.02 | -0.04 | 0.25 | 0.22 | -0.15 | 0.13 | 0.35 | -0.54 | 0.15 | 0.18 | 0.27 |
Alpha | NA | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.04 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.05 | 0.01 | -0.02 | 0.03 |
Beta | NA | 0.55 | 0.62 | 0.72 | 0.78 | 0.86 | 0.53 | 0.67 | 0.61 | 0.87 | 0.79 | 0.67 | 0.78 | 0.8 | 0.85 | 0.84 | 0.94 | 0.91 | 1.0 | 0.96 | 0.83 |
RSquared | NA | 0.65 | 0.7 | 0.76 | 0.85 | 0.91 | 0.63 | 0.79 | 0.54 | 0.84 | 0.83 | 0.66 | 0.78 | 0.89 | 0.96 | 0.94 | 0.97 | 0.97 | 0.96 | 0.93 | 0.81 |
Yield(%) | N/A | 0.0 | 1.6 | 1.5 | 1.7 | N/A | 0.0 | 2.1 | 2.3 | 1.2 | 1.3 | 0.8 | 1.2 | 3.6 | 0.0 | 1.6 | 0.7 | 0.7 | 8.8 | 1.8 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | 10.0 | 19.2 | N/A | N/A | -100.0 | 9.4 | 100.0 | -11.1 | 50.0 | -20.0 | -62.5 | N/A | -100.0 | 200.0 | -50.0 | -91.1 | 462.5 | 1100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2005
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