Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBLIX (WILLIAM BLAIR LOW DURATION FUND CLASS I) | NA | -1.06% | 1.17% | 1.34% | 1.09% | NA | NA | … | … |
Data as of 04/19/2022, Common starting date is 12/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBLIX (WILLIAM BLAIR LOW DURATION FUND CLASS I) | 12/07/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.06 | 1.17 | 1.34 | 1.09 | NA | NA | … | … | -1.01 | -1.75 | 2.50 | 3.53 | 1.13 | 0.91 | 1.21 | 0.31 | 1.24 | -0.45 | 2.94 | 2.01 | 1.17 | -0.80 |
| Sharpe Ratio | NA | -1.09 | 0.50 | 0.45 | 0.49 | NA | NA | … | … | -4.36 | -1.64 | 1.23 | 1.38 | -0.16 | 0.24 | 0.80 | 0.22 | 0.89 | -0.30 | 2.21 | 1.37 | 0.84 | -7.02 |
| Standard Deviation(%) | NA | 1.05 | 1.51 | 1.41 | 1.39 | NA | NA | … | … | 0.83 | 1.08 | 1.84 | 1.53 | 1.24 | 1.18 | 1.24 | 1.30 | 1.38 | 1.62 | 1.32 | 1.45 | 1.29 | 1.60 |
| Draw Down(%) | NA | 1.64 | 2.50 | 2.50 | 2.50 | NA | NA | … | … | 1.01 | 2.14 | 2.50 | 0.57 | 0.35 | 0.46 | 0.48 | 0.74 | 0.58 | 1.90 | 0.51 | 0.69 | 1.01 | 0.90 |
| Yield(%) | 0.00 | 1.76 | 2.71 | 2.85 | 2.55 | 2.01 | 1.51 | … | … | 0.18 | 2.09 | 3.05 | 3.83 | 3.46 | 2.66 | 2.18 | 2.55 | 2.80 | 2.71 | 2.81 | 2.70 | 1.57 | 0.00 |
Data as of 04/19/2022, Common starting date is 12/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBLIX (WILLIAM BLAIR LOW DURATION FUND CLASS I) |
0.37%
Sep 2012 – Sep 2015 |
0.62%
Aug 2012 – Aug 2017 |
1.10%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBLIX (WILLIAM BLAIR LOW DURATION FUND CLASS I) |
2.53%
Jul 2017 – Jul 2020 |
1.90%
Dec 2015 – Dec 2020 |
1.55%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart