Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WCGNX (WILLIAM BLAIR MID CAP GROWTH FUND CLASS N) | NA | 134,104.85% | 991.21% | 333.05% | 118.66% | 73.30% | NA | 62.97% |
Data as of 06/29/2023, AR inception is 02/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCGNX (WILLIAM BLAIR MID CAP GROWTH FUND CLASS N) | 02/01/2006 | 06/29/2023 |
| 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 (%) | 110,641.24 | 134,104.85 | 991.21 | 333.05 | 118.66 | 73.30 | NA | 62.97 | 16.36 | -27.89 | 3.10 | 26.80 | 23.90 | -18.77 | 2.15 | -5.23 | -20.56 | -6.64 | 20.24 | 8.49 | -6.72 | 24.01 | 36.03 | -34.71 | 8.51 | 5.23 |
| Sharpe Ratio | NA | 0.77 | 0.19 | 0.22 | 0.40 | NA | NA | 0.32 | 1.68 | -0.89 | 0.16 | 0.79 | 0.04 | -1.50 | -0.88 | -2.46 | -1.38 | -1.40 | 0.12 | -0.64 | -0.89 | 0.28 | 0.62 | -1.35 | -0.80 | -1.24 |
| Standard Deviation(%) | NA | 24.23 | 23.90 | 24.90 | 19.94 | NA | NA | 21.86 | 18.87 | 32.88 | 19.23 | 33.58 | 16.57 | 26.89 | 19.40 | 15.95 | 28.33 | 17.92 | 14.33 | 15.89 | 28.34 | 19.17 | 28.20 | 40.21 | 16.86 | 14.98 |
| Draw Down(%) | NA | 20.25 | 38.71 | 38.71 | 38.71 | NA | NA | 52.75 | 11.34 | 36.57 | 13.11 | 35.82 | 9.60 | 37.57 | 16.87 | 14.36 | 28.13 | 13.32 | 6.96 | 11.69 | 22.75 | 15.45 | 19.87 | 46.77 | 12.57 | 15.70 |
| Yield(%) | 100.72 | 118.46 | 38.86 | 25.51 | 16.81 | 16.21 | 12.84 | 15.10 | 116.77 | 25.51 | 4.83 | 9.29 | 11.95 | 18.41 | 18.37 | 5.65 | 20.23 | 14.30 | 8.13 | 2.40 | 8.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/29/2023, 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 |
|---|---|---|---|---|
| WCGNX (WILLIAM BLAIR MID CAP GROWTH FUND CLASS N) |
-12.46%
Mar 2006 - Mar 2009 |
1.24%
Oct 2007 - Oct 2012 |
5.98%
Oct 2007 - Oct 2017 |
5.60%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCGNX (WILLIAM BLAIR MID CAP GROWTH FUND CLASS N) |
29.26%
Feb 2009 - Feb 2012 |
22.89%
Feb 2009 - Feb 2014 |
15.32%
Feb 2009 - Feb 2019 |
10.51%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart