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WILNX: WILLIAM BLAIR INTERNATIONAL LEADERS FUND CLASS N (MUTUAL FUND)
Basic Info 19.88 0.09(0.45%) May 02
Asset Class: | INTERNATIONAL EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/16/2012 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 0.19% |
Expenses | 0.85% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/16/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 2.2 | 6.2 | -4.6 | 4.9 | 6.0 | 7.3 | 12.8 | -28.7 | 9.9 | 26.5 | 31.5 | -12.7 | 29.6 | 0.9 | 6.0 | -2.7 | 18.8 | 8.1 |
Sharpe Ratio | NA | 0.31 | 0.26 | -0.39 | 0.17 | 0.29 | 0.39 | 0.68 | -1.16 | 0.65 | 0.86 | 2.77 | -0.94 | 3.82 | 0.04 | 0.43 | -0.25 | 1.58 | 2.36 |
Draw Down(%) | NA | 7.7 | 16.5 | 41.1 | 41.1 | 41.1 | 41.1 | 16.5 | 37.8 | 10.4 | 32.0 | 6.8 | 21.7 | 3.1 | 14.4 | 15.2 | 12.1 | 10.5 | 4.8 |
Standard Deviation(%) | NA | 12.4 | 12.4 | 18.5 | 20.6 | 17.2 | 16.5 | 12.6 | 26.0 | 15.2 | 30.3 | 10.9 | 14.9 | 7.6 | 16.4 | 14.0 | 10.8 | 11.9 | 10.1 |
Treynor Ratio | NA | 0.04 | 0.03 | -0.07 | 0.03 | 0.05 | 0.07 | 0.09 | -0.25 | 0.1 | 0.27 | 0.33 | -0.14 | 0.32 | 0.01 | 0.07 | -0.03 | 0.22 | 0.31 |
Alpha | NA | 0.0 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | -0.05 | 0.01 | 0.05 | 0.04 | 0.01 | 0.02 | -0.01 | 0.04 | 0.0 | 0.02 | 0.01 |
Beta | NA | 1.01 | 0.95 | 1.1 | 1.03 | 0.98 | 0.97 | 0.93 | 1.2 | 1.01 | 0.98 | 0.91 | 1.01 | 0.91 | 0.89 | 0.83 | 0.81 | 0.84 | 0.76 |
RSquared | NA | 0.7 | 0.78 | 0.81 | 0.84 | 0.83 | 0.82 | 0.82 | 0.86 | 0.69 | 0.9 | 0.77 | 0.84 | 0.73 | 0.84 | 0.81 | 0.66 | 0.74 | 0.82 |
Yield(%) | N/A | 0.0 | 0.2 | 1.0 | 1.2 | 1.6 | N/A | 0.2 | 0.1 | 2.8 | 0.9 | 0.4 | 3.1 | 2.5 | 1.0 | 0.7 | 0.5 | 1.6 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 33.3 | -4.1 | -14.5 | N/A | N/A | 33.3 | -95.3 | 276.5 | 183.3 | -88.2 | 59.4 | 166.7 | 33.3 | 50.0 | -66.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/16/2012
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