Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMCNX (WILLIAM BLAIR MACRO ALLOCATION FUND CLASS N) | NA | -2.59% | 0.38% | 1.06% | 2.65% | NA | NA | … | … |
Data as of 07/29/2022, Common starting date is 11/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMCNX (WILLIAM BLAIR MACRO ALLOCATION FUND CLASS N) | 11/30/2011 | 07/29/2022 |
| 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.59 | 0.38 | 1.06 | 2.65 | NA | NA | … | … | -0.26 | 2.20 | -3.49 | 3.97 | -1.30 | 5.07 | 2.01 | -6.24 | 2.56 | 13.19 | 14.15 | -0.39 |
| Sharpe Ratio | NA | -0.55 | 0.00 | 0.06 | 0.34 | NA | NA | … | … | -0.19 | 0.32 | -0.52 | 0.70 | -0.54 | 1.15 | 0.29 | -0.78 | 0.32 | 1.47 | 1.11 | -0.30 |
| Standard Deviation(%) | NA | 5.36 | 6.22 | 5.53 | 6.83 | NA | NA | … | … | 5.67 | 6.83 | 7.11 | 3.65 | 4.83 | 3.86 | 6.22 | 8.01 | 8.05 | 8.98 | 12.77 | 15.19 |
| Draw Down(%) | NA | 5.94 | 11.18 | 11.18 | 17.58 | NA | NA | … | … | 5.94 | 6.11 | 11.18 | 3.04 | 8.42 | 2.36 | 4.86 | 14.54 | 5.72 | 7.78 | 13.30 | 4.51 |
| Yield(%) | 0.00 | 2.98 | 3.49 | 2.71 | 2.92 | 2.05 | 1.54 | … | … | 0.86 | 5.59 | 0.97 | 3.68 | 2.31 | 0.65 | 1.84 | 0.52 | 5.33 | 2.76 | 3.01 | 0.00 |
Data as of 07/29/2022, Common starting date is 11/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMCNX (WILLIAM BLAIR MACRO ALLOCATION FUND CLASS N) |
-2.67%
Oct 2017 – Oct 2020 |
-1.96%
Mar 2015 – Mar 2020 |
2.27%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMCNX (WILLIAM BLAIR MACRO ALLOCATION FUND CLASS N) |
12.00%
May 2012 – May 2015 |
5.57%
May 2012 – May 2017 |
3.26%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart