Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WCGIX (WILLIAM BLAIR MID CAP GROWTH FUND CLASS I) | NA | -393,239.63% | nan% | nan% | nan% | nan% | NA | nan% |
Data as of 06/28/2023, AR inception is 02/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCGIX (WILLIAM BLAIR MID CAP GROWTH FUND CLASS I) | 02/01/2006 | 06/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -324,189.52 | -393,239.63 | nan | nan | nan | nan | NA | nan | 16.64 | -27.62 | 3.82 | 27.20 | 24.92 | -17.46 | 3.30 | -4.76 | -19.73 | -5.97 | 20.68 | 8.76 | -6.39 | 24.31 | 36.36 | -34.50 | 8.87 | 5.53 |
| Sharpe Ratio | NA | 0.78 | 0.22 | 0.24 | 0.41 | NA | NA | 0.33 | 1.74 | -0.88 | 0.20 | 0.80 | 0.10 | -1.50 | -0.86 | -2.45 | -1.39 | -1.39 | 0.15 | -0.62 | -0.88 | 0.30 | 0.63 | -1.34 | -0.78 | -1.23 |
| Standard Deviation(%) | NA | 24.17 | 23.91 | 24.90 | 19.94 | NA | NA | 21.85 | 18.88 | 32.89 | 19.08 | 33.58 | 16.21 | 25.99 | 18.58 | 15.84 | 27.59 | 17.65 | 14.25 | 15.92 | 28.22 | 19.14 | 28.25 | 40.20 | 16.93 | 14.91 |
| Draw Down(%) | NA | 20.27 | 38.54 | 38.54 | 38.54 | NA | NA | 52.62 | 11.38 | 36.47 | 12.63 | 35.78 | 8.83 | 36.69 | 16.14 | 14.37 | 27.38 | 12.91 | 6.86 | 11.68 | 22.74 | 15.42 | 19.82 | 46.75 | 12.50 | 15.68 |
| Yield(%) | 0.00 | 33.08 | 14.32 | 12.52 | 11.52 | 11.39 | 9.09 | 10.69 | 116.99 | 23.10 | 4.41 | 8.56 | 11.12 | 17.38 | 17.54 | 5.42 | 19.62 | 13.96 | 7.97 | 2.52 | 7.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/28/2023, AR inception is 02/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCGIX (WILLIAM BLAIR MID CAP GROWTH FUND CLASS I) |
-12.14%
Mar 2006 - Mar 2009 |
1.51%
Oct 2007 - Oct 2012 |
6.25%
Oct 2007 - Oct 2017 |
5.89%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCGIX (WILLIAM BLAIR MID CAP GROWTH FUND CLASS I) |
29.59%
Feb 2009 - Feb 2012 |
23.23%
Feb 2009 - Feb 2014 |
15.62%
Feb 2009 - Feb 2019 |
10.79%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart