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WIENX: WILLIAM BLAIR INTERNATIONAL DEVELOPED PLUS FUND CLASS N (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/27/2006 |
| Last Dividend Date: | 12/13/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.25% |
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Performance Analytics (As of 12/19/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/27/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 19.9 | 7.5 | 4.4 | 5.3 | 2.8 | 19.3 | -16.7 | 23.4 | -0.3 | 1.5 | -3.1 | 19.5 | 17.6 | -12.9 | 10.9 | 32.7 | -48.7 | 17.7 | 11.9 |
| Sharpe Ratio | NA | 1.8 | 0.58 | 0.29 | 0.33 | 0.1 | 1.88 | -1.29 | 3.07 | -0.03 | 0.11 | -0.3 | 1.64 | 1.22 | -0.53 | 0.57 | 1.18 | -1.21 | 0.74 | 0.8 |
| Draw Down(%) | NA | 7.2 | 24.4 | 24.4 | 25.6 | 62.3 | 7.2 | 24.4 | 3.1 | 13.9 | 14.8 | 12.5 | 10.2 | 14.0 | 25.6 | 15.9 | 23.6 | 59.5 | 14.1 | 18.4 |
| Standard Deviation(%) | NA | 10.3 | 10.8 | 12.8 | 14.9 | 19.6 | 9.8 | 14.1 | 7.5 | 16.7 | 14.0 | 10.3 | 11.8 | 14.5 | 24.5 | 18.8 | 27.6 | 40.8 | 19.8 | 15.4 |
| Treynor Ratio | NA | 0.34 | 0.1 | 0.05 | 0.06 | 0.02 | 0.35 | -0.27 | 0.38 | -0.01 | 0.02 | -0.05 | 0.25 | 0.22 | -0.15 | 0.13 | 0.35 | -0.55 | 0.15 | 0.13 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.04 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.06 | 0.01 | -0.01 |
| Beta | NA | 0.55 | 0.62 | 0.72 | 0.78 | 0.86 | 0.53 | 0.67 | 0.6 | 0.87 | 0.79 | 0.67 | 0.78 | 0.8 | 0.85 | 0.84 | 0.94 | 0.91 | 1.0 | 0.96 |
| RSquared | NA | 0.65 | 0.7 | 0.76 | 0.85 | 0.91 | 0.62 | 0.79 | 0.54 | 0.84 | 0.83 | 0.66 | 0.78 | 0.89 | 0.96 | 0.95 | 0.97 | 0.97 | 0.96 | 0.93 |
| Yield(%) | N/A | 0.0 | 1.4 | 1.2 | 1.4 | N/A | 0.0 | 1.7 | 2.0 | 1.0 | 0.9 | 0.6 | 0.9 | 3.4 | 0.0 | 1.4 | 0.1 | 0.7 | 8.6 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | 25.8 | 13.8 | N/A | N/A | -100.0 | 0.3 | 111.4 | 9.1 | 53.2 | -29.5 | -69.4 | N/A | -100.0 | 1633.3 | -92.5 | -90.9 | 510.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2006
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