Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/19/2022.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| WBRRX (WILLIAM BLAIR INCOME FUND CLASS N) | 4.38% | NA | -1.53% | 1.66% | 1.41% | 1.60% | 2.40% | 2.73% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBRRX (WILLIAM BLAIR INCOME FUND CLASS N) | 10/15/1990 | 04/19/2022 |
The return data shown below all have the same latest date: 04/19/2022.
AR inception is since 10/15/1990.
AR inception is since 10/15/1990.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.53 | 1.66 | 1.41 | 1.60 | 2.40 | 2.73 | 4.38 | -1.42 | -1.46 | 4.18 | 5.92 | -0.87 | 1.45 | 2.44 | 0.42 | 3.10 | -1.59 | 5.99 | 5.24 | 5.67 | 9.51 | -2.11 | 1.10 | 4.28 | 1.73 | 2.64 | 2.84 | 6.64 | 8.44 | 10.01 | 0.40 | 7.11 | 8.09 | 3.08 | 14.39 | -0.74 | 6.00 | 6.35 | 16.48 | 2.81 |
| Sharpe Ratio | NA | -1.09 | 0.60 | 0.36 | 0.60 | NA | NA | 0.92 | -4.09 | -0.92 | 1.51 | 2.20 | -1.34 | 0.51 | 1.21 | 0.19 | 1.81 | -0.64 | 2.75 | 1.73 | 1.72 | 2.07 | -0.60 | -0.60 | 0.58 | -0.24 | 0.60 | 0.70 | 1.67 | 1.59 | 2.16 | -0.95 | 1.38 | 2.19 | -0.13 | 3.48 | -1.08 | 1.46 | 0.97 | 4.20 | 2.80 |
| Standard Deviation(%) | NA | 1.49 | 2.09 | 1.93 | 1.99 | NA | NA | 2.89 | 1.23 | 1.61 | 2.60 | 2.05 | 1.65 | 1.61 | 1.84 | 2.04 | 1.70 | 2.54 | 2.17 | 3.01 | 3.25 | 4.55 | 5.05 | 3.23 | 1.71 | 1.85 | 2.82 | 3.06 | 3.33 | 3.91 | 2.76 | 2.98 | 2.75 | 2.08 | 3.25 | 3.03 | 3.42 | 2.67 | 4.06 | 3.02 | 3.30 |
| Draw Down(%) | NA | 2.43 | 4.00 | 4.00 | 4.09 | NA | NA | 9.50 | 1.42 | 1.69 | 4.00 | 1.04 | 1.58 | 0.69 | 1.66 | 1.39 | 0.87 | 4.09 | 0.95 | 1.41 | 2.83 | 2.23 | 9.50 | 2.21 | 0.79 | 1.49 | 3.03 | 3.11 | 2.16 | 2.45 | 1.97 | 2.00 | 1.94 | 1.20 | 2.73 | 1.15 | 4.09 | 2.04 | 2.75 | 1.17 | 0.98 |
| Yield(%) | 0.00 | 1.23 | 2.29 | 2.57 | 2.67 | 3.15 | 3.42 | 4.81 | 0.18 | 1.48 | 2.66 | 3.34 | 3.25 | 3.02 | 2.89 | 2.83 | 2.96 | 3.04 | 3.45 | 4.06 | 3.94 | 5.32 | 4.06 | 5.69 | 5.05 | 5.21 | 4.88 | 4.59 | 3.80 | 7.01 | 6.65 | 5.80 | 6.14 | 6.48 | 5.78 | 6.69 | 6.16 | 6.10 | 7.73 | 10.00 | 0.90 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBRRX (WILLIAM BLAIR INCOME FUND CLASS N) |
-0.35%
Oct 2005 - Oct 2008 |
0.70%
Oct 2003 - Oct 2008 |
1.64%
Mar 2012 - Mar 2022 |
2.39%
Mar 2007 - Mar 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBRRX (WILLIAM BLAIR INCOME FUND CLASS N) |
9.95%
Nov 1990 - Nov 1993 |
8.32%
Dec 1990 - Dec 1995 |
7.07%
Jul 1991 - Jul 2001 |
6.13%
Dec 1990 - Dec 2005 |
Annualized Rolling Returns Comparison Chart