Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCGJX (William Blair Mid Cap Growth Fund) | NA | 169,565.92% | 1,081.83% | NA | NA | NA | NA | … | … |
Data as of 06/29/2023, Common starting date is 05/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCGJX (William Blair Mid Cap Growth Fund) | 05/02/2019 | 06/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 139,272.79 | 169,565.92 | 1,081.83 | NA | NA | NA | NA | … | … | 16.60 | -27.58 | 3.89 | 18.43 | -0.17 |
| Sharpe Ratio | NA | 0.79 | 0.20 | NA | NA | NA | NA | … | … | 1.72 | -0.89 | 0.21 | 0.53 | -0.09 |
| Standard Deviation(%) | NA | 24.14 | 23.96 | NA | NA | NA | NA | … | … | 18.82 | 32.79 | 18.50 | 34.29 | 16.93 |
| Draw Down(%) | NA | 20.17 | 38.60 | NA | NA | NA | NA | … | … | 11.36 | 36.42 | 12.68 | 35.78 | 8.90 |
| Yield(%) | 100.74 | 119.25 | 39.27 | 24.65 | 12.32 | 8.22 | 6.16 | … | … | 116.96 | 23.07 | 4.41 | 8.55 | 8.78 |
Data as of 06/29/2023, Common starting date is 05/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCGJX (William Blair Mid Cap Growth Fund) |
-1.49%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCGJX (William Blair Mid Cap Growth Fund) |
10.58%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart