Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGFIX (WILLIAM BLAIR GROWTH FUND CLASS I) | 9.16% | 23.53% | 18.60% | 10.08% | 15.26% | 13.97% | 11.69% | … | … |
Data as of 06/04/2026, Common starting date is 09/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGFIX (WILLIAM BLAIR GROWTH FUND CLASS I) | 09/30/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 23.53 | 18.60 | 10.08 | 15.26 | 13.97 | 11.69 | … | … | 9.16 | 10.83 | 22.26 | 38.13 | -29.60 | 22.24 | 36.48 | 32.43 | 5.31 | 24.54 | -0.67 | 5.55 | 7.29 | 35.42 | 16.04 | -1.60 | 14.36 | 39.35 | -37.35 | 14.00 | 12.65 | 6.66 | 7.54 | 24.14 | -25.71 | -14.41 | -36.47 | 11.23 |
| Sharpe Ratio | NA | 1.39 | 0.87 | 0.36 | 0.67 | NA | NA | … | … | 1.16 | 0.34 | 1.16 | 2.16 | -1.00 | 1.33 | 1.10 | 2.24 | 0.21 | 2.92 | -0.06 | 0.36 | 0.54 | 2.94 | 1.08 | -0.06 | 0.81 | 1.54 | -0.99 | 0.67 | 0.71 | 0.38 | 0.51 | 1.35 | -0.94 | -0.65 | -0.85 | 2.03 |
| Standard Deviation(%) | NA | 16.72 | 18.84 | 21.45 | 20.56 | NA | NA | … | … | 18.94 | 23.26 | 16.01 | 16.14 | 31.02 | 16.67 | 32.80 | 13.83 | 19.06 | 8.21 | 14.68 | 15.43 | 13.34 | 12.03 | 14.93 | 25.44 | 17.60 | 25.41 | 38.55 | 16.24 | 13.04 | 11.56 | 12.85 | 17.34 | 28.43 | 26.50 | 47.71 | 23.89 |
| Draw Down(%) | NA | 19.83 | 25.34 | 36.70 | 36.70 | NA | NA | … | … | 15.92 | 25.02 | 10.47 | 10.42 | 33.78 | 8.95 | 30.78 | 6.66 | 19.95 | 3.38 | 14.67 | 10.46 | 8.08 | 5.25 | 11.40 | 20.89 | 15.95 | 19.16 | 47.70 | 10.27 | 11.76 | 7.56 | 11.93 | 15.57 | 37.08 | 34.02 | 43.52 | 6.83 |
| Yield(%) | 0.00 | 23.91 | 19.35 | 12.58 | 14.82 | 14.59 | 12.32 | … | … | 0.00 | 23.43 | 24.09 | 12.17 | 2.44 | 13.08 | 14.75 | 10.51 | 26.52 | 31.39 | 7.83 | 12.12 | 14.28 | 11.15 | 3.48 | 2.79 | 0.00 | 0.03 | 1.49 | 10.76 | 11.41 | 0.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGFIX (WILLIAM BLAIR GROWTH FUND CLASS I) |
-28.98%
Mar 2000 – Mar 2003 |
-13.19%
Mar 2000 – Mar 2005 |
-5.95%
Aug 2000 – Aug 2010 |
0.76%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGFIX (WILLIAM BLAIR GROWTH FUND CLASS I) |
30.24%
Dec 2018 – Dec 2021 |
24.34%
Oct 2016 – Oct 2021 |
18.21%
Sep 2011 – Sep 2021 |
16.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart