Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMVIX (WILLIAM BLAIR MID CAP VALUE FUND CLASS I) | NA | 16.01% | 6.91% | 13.84% | NA | NA | NA | … | … |
Data as of 06/28/2017, Common starting date is 05/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMVIX (WILLIAM BLAIR MID CAP VALUE FUND CLASS I) | 05/07/2010 | 06/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.01 | 6.91 | 13.84 | NA | NA | NA | … | … | 4.15 | 14.75 | -1.74 | 11.04 | 31.82 | 13.76 | -0.25 | 18.62 |
| Sharpe Ratio | NA | 1.52 | 0.51 | 1.05 | NA | NA | NA | … | … | 0.91 | 1.00 | -0.12 | 0.96 | 2.58 | 0.99 | -0.01 | 1.38 |
| Standard Deviation(%) | NA | 10.30 | 13.53 | 13.05 | NA | NA | NA | … | … | 9.02 | 14.55 | 14.90 | 11.49 | 12.33 | 13.95 | 26.25 | 21.55 |
| Draw Down(%) | NA | 4.77 | 17.62 | 17.62 | NA | NA | NA | … | … | 3.81 | 11.67 | 11.72 | 8.80 | 5.77 | 10.57 | 22.80 | 12.82 |
| Yield(%) | 0.00 | 10.25 | 13.36 | 14.63 | 8.94 | 5.96 | 4.47 | … | … | 0.00 | 10.71 | 20.90 | 14.99 | 13.49 | 5.04 | 2.23 | 1.14 |
Data as of 06/28/2017, Common starting date is 05/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMVIX (WILLIAM BLAIR MID CAP VALUE FUND CLASS I) |
6.56%
Oct 2013 – Oct 2016 |
8.03%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMVIX (WILLIAM BLAIR MID CAP VALUE FUND CLASS I) |
20.70%
Sep 2011 – Sep 2014 |
16.33%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart