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WISNX: WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info 11.85 0.02(0.17%) May 23
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (46%) |
Start Date: | 12/19/2006 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 0.65% |
Expenses | 1.10% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/05/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | -2.9 | 2.4 | -8.2 | 3.7 | 3.1 | 7.6 | 7.3 | 14.4 | -35.1 | 10.7 | 28.7 | 33.8 | -24.4 | 32.2 | -4.6 | 9.7 | -8.1 | 25.8 | 20.7 | -12.2 | 25.9 | 57.1 | -52.6 | 4.9 | 1.0 |
Sharpe Ratio | NA | -0.85 | -0.15 | -0.52 | 0.11 | 0.12 | NA | 0.13 | 0.76 | -1.41 | 0.67 | 0.93 | 3.18 | -1.84 | 4.31 | -0.3 | 0.75 | -0.76 | 2.6 | 1.62 | -0.53 | 1.51 | 2.34 | -1.49 | 0.09 | 9.71 |
Draw Down(%) | NA | 7.1 | 17.9 | 47.9 | 47.9 | 47.9 | NA | 68.1 | 17.9 | 43.7 | 13.3 | 37.5 | 7.3 | 31.6 | 3.2 | 13.2 | 9.9 | 14.8 | 7.7 | 12.5 | 23.4 | 14.8 | 19.9 | 58.8 | 21.3 | 0.2 |
Standard Deviation(%) | NA | 11.6 | 13.0 | 18.8 | 20.7 | 17.1 | NA | 19.2 | 13.4 | 26.1 | 16.0 | 30.3 | 10.2 | 14.0 | 7.3 | 15.9 | 12.9 | 10.7 | 9.9 | 12.9 | 22.8 | 17.1 | 24.3 | 35.7 | 20.7 | 4.2 |
Treynor Ratio | NA | -0.17 | -0.03 | -0.14 | 0.03 | 0.03 | NA | 0.03 | 0.16 | -0.52 | 0.16 | 0.32 | 0.59 | -0.41 | 0.6 | -0.06 | 0.15 | -0.14 | 0.47 | 0.31 | -0.16 | 0.35 | 0.71 | -0.7 | 0.02 | 1.06 |
Alpha | NA | -0.09 | -0.03 | -0.02 | -0.01 | -0.01 | NA | -0.01 | 0.01 | -0.07 | 0.04 | -0.06 | 0.05 | -0.08 | 0.03 | -0.02 | 0.04 | -0.02 | 0.05 | 0.03 | -0.01 | 0.05 | 0.07 | -0.12 | -0.03 | 0.07 |
Beta | NA | 0.58 | 0.65 | 0.69 | 0.74 | 0.72 | NA | 0.74 | 0.64 | 0.7 | 0.66 | 0.88 | 0.55 | 0.63 | 0.53 | 0.77 | 0.66 | 0.6 | 0.55 | 0.68 | 0.76 | 0.74 | 0.8 | 0.77 | 0.94 | 0.39 |
RSquared | NA | 0.63 | 0.68 | 0.75 | 0.76 | 0.73 | NA | 0.8 | 0.71 | 0.8 | 0.65 | 0.82 | 0.61 | 0.71 | 0.43 | 0.73 | 0.68 | 0.49 | 0.54 | 0.81 | 0.89 | 0.88 | 0.92 | 0.92 | 0.78 | 0.33 |
Yield(%) | N/A | 0.0 | 0.7 | 5.1 | 5.3 | 5.4 | 8.3 | N/A | 0.7 | 0.0 | 15.2 | 2.6 | 0.1 | 8.9 | 11.5 | 0.1 | 2.2 | 13.6 | 6.1 | 2.2 | 0.9 | 0.2 | 0.0 | 0.0 | 0.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 56.5 | -41.1 | N/A | N/A | N/A | N/A | -100.0 | 638.0 | 2925.0 | -99.1 | -6.3 | 18375.0 | -97.0 | -87.5 | 161.1 | 227.6 | 119.0 | 452.4 | N/A | N/A | -100.0 | 700.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/05/2009
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