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
WBLJX (WILLIAM BLAIR LOW DURATION FUND INSTITUTIONAL CLASS) NA -0.90% 1.26% 1.40% 1.16% NA NA
Data as of 04/19/2022, Common starting date is 12/07/2009
More Performance Analytics Comparison
Name Start Date End Date
WBLJX (WILLIAM BLAIR LOW DURATION FUND INSTITUTIONAL CLASS) 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 -0.90 1.26 1.40 1.16 NA NA -0.88 -1.74 2.43 3.68 1.15 0.96 1.23 0.24 1.41 -0.19 3.01 2.14 1.35 -0.80
Sharpe Ratio NA -0.88 0.55 0.48 0.54 NA NA -3.46 -1.59 1.18 1.45 -0.13 0.30 0.84 0.17 1.02 -0.13 2.27 1.42 0.97 -7.02
Standard Deviation(%) NA 1.11 1.54 1.45 1.41 NA NA 0.93 1.11 1.86 1.57 1.37 1.11 1.21 1.28 1.36 1.64 1.31 1.48 1.30 1.60
Draw Down(%) NA 1.49 2.39 2.39 2.39 NA NA 1.00 2.20 2.39 0.57 0.45 0.33 0.47 0.82 0.57 1.87 0.51 0.67 1.00 0.90
Yield(%) 0.00 1.81 2.75 2.89 2.62 2.07 1.55 0.19 2.13 3.11 3.86 3.49 2.71 2.20 2.59 2.96 2.86 2.98 2.83 1.65 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
WBLJX (WILLIAM BLAIR LOW DURATION FUND INSTITUTIONAL CLASS) 0.49%
Dec 2012 – Dec 2015
0.72%
Sep 2012 – Sep 2017
1.18%
Mar 2012 – Mar 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBLJX (WILLIAM BLAIR LOW DURATION FUND INSTITUTIONAL CLASS) 2.56%
Aug 2017 – Aug 2020
1.93%
Nov 2015 – Nov 2020
1.62%
Sep 2010 – Sep 2020
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return