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WIIEX: WILLIAM BLAIR INSTITUTIONAL INTERNATIONAL DEVELOPED PLUS FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/10/2005 |
| Last Dividend Date: | 12/13/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.90% |
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Performance Analytics (As of 12/19/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/10/2005 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 20.2 | 8.5 | 5.1 | 5.8 | 4.7 | 19.6 | -15.1 | 24.3 | -0.3 | 1.9 | -3.5 | 19.8 | 18.3 | -12.1 | 11.1 | 33.3 | -49.6 | 18.4 | 20.2 | 18.2 |
| Sharpe Ratio | NA | 1.93 | 0.68 | 0.34 | 0.36 | 0.2 | 2.02 | -1.15 | 3.16 | -0.03 | 0.13 | -0.34 | 1.66 | 1.26 | -0.5 | 0.58 | 1.2 | -1.23 | 0.77 | 1.14 | 3.09 |
| Draw Down(%) | NA | 6.4 | 24.0 | 24.0 | 25.2 | 62.9 | 6.4 | 24.0 | 3.1 | 14.0 | 14.6 | 12.5 | 10.3 | 14.0 | 25.2 | 16.2 | 23.4 | 59.9 | 14.2 | 18.6 | 6.3 |
| Standard Deviation(%) | NA | 9.7 | 10.7 | 12.8 | 15.0 | 19.3 | 9.3 | 14.3 | 7.5 | 16.7 | 14.0 | 10.4 | 11.9 | 14.6 | 24.3 | 19.1 | 27.7 | 41.1 | 20.2 | 15.0 | 10.5 |
| Treynor Ratio | NA | 0.36 | 0.12 | 0.06 | 0.07 | 0.04 | 0.37 | -0.24 | 0.39 | -0.01 | 0.02 | -0.05 | 0.25 | 0.23 | -0.14 | 0.13 | 0.35 | -0.55 | 0.15 | 0.18 | 0.38 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.03 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | -0.02 | -0.06 | 0.01 | -0.02 | 0.02 |
| Beta | NA | 0.53 | 0.62 | 0.72 | 0.78 | 0.86 | 0.51 | 0.68 | 0.61 | 0.87 | 0.79 | 0.67 | 0.79 | 0.8 | 0.84 | 0.85 | 0.94 | 0.91 | 1.02 | 0.96 | 0.85 |
| RSquared | NA | 0.66 | 0.7 | 0.76 | 0.85 | 0.91 | 0.64 | 0.78 | 0.55 | 0.84 | 0.83 | 0.65 | 0.78 | 0.89 | 0.96 | 0.95 | 0.97 | 0.97 | 0.96 | 0.93 | 0.8 |
| Yield(%) | N/A | 0.0 | 1.7 | 1.6 | 2.0 | N/A | 0.0 | 2.9 | 1.4 | 2.1 | 1.0 | 2.0 | 2.3 | 1.5 | 1.8 | 1.5 | 1.0 | 0.9 | 12.5 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -32.1 | -4.8 | N/A | N/A | -100.0 | 163.1 | -34.0 | 105.0 | -51.6 | -2.4 | 71.4 | -25.8 | 30.3 | 105.4 | -46.0 | -92.4 | 786.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2005
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