Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIFIX (WILLIAM BLAIR INCOME FUND CLASS I) | NA | -1.65% | 1.73% | 1.35% | 1.68% | 2.52% | 2.42% | … | … |
Data as of 04/19/2022, Common starting date is 09/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIFIX (WILLIAM BLAIR INCOME FUND CLASS I) | 09/30/1999 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.65 | 1.73 | 1.35 | 1.68 | 2.52 | 2.42 | … | … | -1.70 | -1.30 | 4.21 | 6.24 | -0.69 | 0.68 | 2.80 | 0.65 | 3.18 | -1.39 | 6.26 | 5.44 | 5.92 | 9.66 | -2.00 | 1.40 | 4.36 | 1.96 | 2.14 | -2.07 | 2.61 | 1.07 | 3.43 | -1.88 |
| Sharpe Ratio | NA | -1.28 | 0.62 | 0.33 | 0.63 | NA | NA | … | … | -5.81 | -0.85 | 1.53 | 2.38 | -1.18 | 0.03 | 1.31 | 0.32 | 1.72 | -0.55 | 2.92 | 1.78 | 1.81 | 2.11 | -0.57 | -0.51 | 0.62 | -0.11 | 0.41 | -0.81 | 0.42 | -0.31 | -0.19 | -2.97 |
| Standard Deviation(%) | NA | 1.35 | 2.06 | 1.94 | 2.02 | NA | NA | … | … | 1.02 | 1.56 | 2.60 | 2.03 | 1.71 | 1.71 | 1.98 | 1.95 | 1.84 | 2.59 | 2.15 | 3.03 | 3.22 | 4.54 | 5.10 | 3.17 | 1.72 | 1.88 | 2.87 | 3.43 | 3.63 | 4.07 | 3.28 | 3.58 |
| Draw Down(%) | NA | 2.60 | 4.02 | 4.02 | 4.02 | NA | NA | … | … | 1.70 | 1.53 | 4.02 | 0.93 | 1.51 | 1.19 | 1.61 | 1.26 | 0.77 | 3.95 | 0.96 | 1.40 | 2.83 | 2.30 | 9.37 | 2.12 | 0.66 | 1.47 | 3.17 | 4.35 | 2.54 | 3.10 | 2.99 | 1.98 |
| Yield(%) | 0.00 | 1.47 | 2.48 | 2.76 | 2.86 | 3.35 | 3.17 | … | … | 0.20 | 1.74 | 2.81 | 3.52 | 3.46 | 3.26 | 3.13 | 3.09 | 3.15 | 3.17 | 3.69 | 4.24 | 4.17 | 5.54 | 4.91 | 5.39 | 5.53 | 5.15 | 4.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/19/2022, 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 |
|---|---|---|---|---|
| BIFIX (WILLIAM BLAIR INCOME FUND CLASS I) |
-0.27%
Jul 2001 – Jul 2004 |
0.53%
Oct 2003 – Oct 2008 |
1.72%
Mar 2012 – Mar 2022 |
2.42%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIFIX (WILLIAM BLAIR INCOME FUND CLASS I) |
8.60%
Oct 2008 – Oct 2011 |
6.29%
Oct 2008 – Oct 2013 |
3.71%
May 2004 – May 2014 |
3.13%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart