Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMCJX (WILLIAM BLAIR MACRO ALLOCATION FUND INSTITUTIONAL CLASS) | NA | -3.22% | -0.01% | 0.61% | NA | NA | NA | … | … |
Data as of 08/10/2022, Common starting date is 10/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMCJX (WILLIAM BLAIR MACRO ALLOCATION FUND INSTITUTIONAL CLASS) | 10/24/2013 | 08/10/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.22 | -0.01 | 0.61 | NA | NA | NA | … | … | -1.03 | -1.11 | -3.13 | -4.45 | 2.85 | 5.51 | 2.44 | -5.92 | 2.94 | 2.33 |
| Sharpe Ratio | NA | -0.46 | -0.08 | -0.02 | NA | NA | NA | … | … | -0.25 | -0.19 | -0.46 | -0.85 | 0.24 | 1.24 | 0.36 | -0.74 | 0.36 | 1.80 |
| Standard Deviation(%) | NA | 7.85 | 6.77 | 5.93 | NA | NA | NA | … | … | 9.25 | 6.01 | 7.21 | 6.86 | 6.23 | 3.94 | 6.22 | 8.09 | 8.04 | 7.45 |
| Draw Down(%) | NA | 8.67 | 10.91 | 10.91 | NA | NA | NA | … | … | 8.67 | 6.40 | 10.91 | 8.25 | 8.21 | 2.26 | 4.74 | 14.33 | 5.67 | 1.97 |
| Yield(%) | 0.00 | 2.49 | 2.71 | 2.51 | 2.27 | 1.51 | 1.13 | … | … | 0.00 | 2.58 | 1.36 | 4.43 | 3.31 | 1.19 | 2.36 | 0.94 | 5.38 | 2.61 |
Data as of 08/10/2022, Common starting date is 10/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMCJX (WILLIAM BLAIR MACRO ALLOCATION FUND INSTITUTIONAL CLASS) |
-2.34%
Oct 2017 – Oct 2020 |
-1.60%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMCJX (WILLIAM BLAIR MACRO ALLOCATION FUND INSTITUTIONAL CLASS) |
3.58%
Aug 2018 – Aug 2021 |
2.36%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart