Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BBFIX (WILLIAM BLAIR BOND FUND INSTITUTIONAL CLASS) NA -3.38% 2.61% 2.51% 2.87% NA NA
Data as of 04/19/2022, Common starting date is 05/15/2007
More Performance Analytics Comparison
Name Start Date End Date
BBFIX (WILLIAM BLAIR BOND FUND INSTITUTIONAL CLASS) 05/15/2007 04/19/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 -3.38 2.61 2.51 2.87 NA NA -4.91 -3.37 7.52 11.39 -2.25 4.24 4.26 0.04 5.56 -1.12 8.59 7.89 5.24 7.95 1.97 4.82
Sharpe Ratio NA -1.07 0.54 0.51 0.77 NA NA -4.85 -1.09 1.43 3.24 -1.33 1.44 1.40 0.00 2.46 -0.34 2.83 2.05 1.37 1.62 0.17 1.19
Standard Deviation(%) NA 3.26 3.98 3.51 3.22 NA NA 3.30 3.11 5.08 3.08 2.69 2.52 2.89 2.96 2.26 3.37 3.05 3.83 3.75 4.85 6.10 4.17
Draw Down(%) NA 6.18 8.77 8.77 8.77 NA NA 4.91 3.77 8.77 1.73 3.19 1.35 3.60 2.57 1.12 5.75 1.43 1.65 3.27 1.81 7.32 2.10
Yield(%) 0.00 2.74 3.54 3.68 3.84 4.19 3.14 0.27 3.06 3.69 4.38 4.18 4.07 3.66 3.82 4.06 4.97 5.12 5.62 2.51 1.88 4.67 4.50
Data as of 04/19/2022, Common starting date is 05/15/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBFIX (WILLIAM BLAIR BOND FUND INSTITUTIONAL CLASS) 1.45%
Dec 2012 – Dec 2015
1.91%
Apr 2013 – Apr 2018
2.95%
Mar 2012 – Mar 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBFIX (WILLIAM BLAIR BOND FUND INSTITUTIONAL CLASS) 9.05%
Oct 2008 – Oct 2011
7.05%
Oct 2008 – Oct 2013
4.70%
Jun 2007 – Jun 2017
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return