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WBEIX: WILLIAM BLAIR EMERGING MARKETS GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 19.86 1.42(6.67%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 11/21/2005 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 0.48% |
| Expenses | 1.24% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.5 | 24.3 | 47.7 | 22.3 | 0.0 | 8.0 | 4.8 | 6.0 | 6.5 | 24.7 | 10.6 | 10.2 | -33.2 | -15.1 | 35.1 | 28.4 | -21.3 | 48.8 | 1.7 | -14.8 | 3.8 | 1.3 | 21.0 | -17.1 | 23.8 | 74.1 | -61.7 | 48.2 | 38.1 | 7.7 |
| Sharpe Ratio | NA | 2.24 | 2.06 | 1.07 | -0.13 | 0.33 | NA | NA | 0.25 | 1.14 | 0.52 | 0.59 | -1.92 | -0.58 | 1.13 | 2.25 | -1.33 | 4.66 | 0.09 | -0.94 | 0.34 | 0.1 | 1.6 | -0.75 | 1.24 | 2.62 | -1.33 | 1.95 | 1.88 | 7.96 |
| Draw Down(%) | NA | 14.0 | 14.0 | 19.6 | 51.4 | 53.7 | NA | NA | 69.4 | 16.6 | 11.5 | 11.6 | 37.0 | 30.0 | 31.3 | 7.6 | 30.9 | 6.2 | 13.6 | 24.7 | 13.2 | 15.2 | 14.2 | 25.5 | 14.4 | 20.3 | 69.4 | 17.9 | 25.0 | 1.8 |
| Standard Deviation(%) | NA | 28.4 | 21.9 | 17.8 | 19.1 | 19.1 | NA | NA | 21.3 | 18.9 | 13.3 | 11.3 | 18.1 | 26.1 | 30.8 | 12.0 | 17.1 | 10.4 | 16.5 | 15.8 | 11.3 | 12.6 | 13.2 | 22.8 | 19.1 | 28.3 | 46.9 | 23.2 | 18.5 | 12.1 |
| Treynor Ratio | NA | 0.54 | 0.39 | 0.19 | -0.03 | 0.07 | NA | NA | 0.06 | 0.19 | 0.09 | 0.09 | -0.44 | -0.17 | 0.34 | 0.31 | -0.24 | 0.48 | 0.02 | -0.18 | 0.05 | 0.02 | 0.29 | -0.21 | 0.28 | 0.86 | -0.7 | 0.51 | 0.37 | 0.89 |
| Alpha | NA | 0.12 | 0.06 | 0.02 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | -0.1 | -0.06 | 0.07 | 0.04 | -0.04 | 0.05 | -0.03 | -0.01 | 0.01 | 0.02 | 0.03 | -0.01 | 0.03 | 0.02 | -0.12 | 0.03 | 0.03 | -0.02 |
| Beta | NA | 1.18 | 1.17 | 1.01 | 0.89 | 0.94 | NA | NA | 0.89 | 1.13 | 0.81 | 0.76 | 0.79 | 0.88 | 1.01 | 0.86 | 0.95 | 1.0 | 0.89 | 0.81 | 0.77 | 0.82 | 0.73 | 0.83 | 0.86 | 0.86 | 0.9 | 0.89 | 0.93 | 1.08 |
| RSquared | NA | 0.6 | 0.63 | 0.66 | 0.54 | 0.68 | NA | NA | 0.82 | 0.77 | 0.6 | 0.69 | 0.76 | 0.32 | 0.84 | 0.82 | 0.85 | 0.72 | 0.88 | 0.86 | 0.78 | 0.84 | 0.82 | 0.89 | 0.91 | 0.97 | 0.94 | 0.86 | 0.86 | 0.72 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.5 | 0.1 | 0.6 | 0.0 | 0.0 | 0.1 | 5.3 | 9.8 | 1.4 | 0.5 | 0.9 | 6.4 | 2.2 | 1.0 | 11.7 | 1.2 | 1.6 | 4.3 | 31.2 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 441.7 | -80.3 | N/A | N/A | -100.0 | -98.2 | -63.7 | 964.4 | 214.3 | -59.5 | -85.8 | 185.6 | 166.1 | -94.0 | 1120.1 | 21.3 | -86.4 | -84.8 | 5060.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2005
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