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WBIIX: WILLIAM BLAIR INSTITUTIONAL INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 15.84 0.71(4.29%) June 05
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 08/29/2002 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 11.92% |
| Expenses | 0.94% |
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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 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.5 | 10.3 | 17.5 | 11.8 | -2.0 | 4.6 | 4.4 | 4.0 | 6.1 | 18.2 | 2.4 | 15.2 | -32.4 | -6.6 | 17.5 | 30.7 | -17.5 | 29.5 | -2.4 | 0.1 | -2.4 | 18.9 | 24.1 | -13.7 | 20.1 | 42.8 | -51.9 | 18.4 | 23.5 | 12.8 | 18.1 | 42.1 | -6.6 |
| Sharpe Ratio | NA | 1.13 | 0.95 | 0.58 | -0.24 | 0.16 | NA | NA | 0.26 | 0.99 | -0.1 | 0.97 | -1.34 | -0.29 | 0.53 | 2.82 | -1.27 | 3.78 | -0.16 | 0.0 | -0.23 | 1.68 | 1.69 | -0.58 | 1.05 | 1.55 | -1.28 | 0.77 | 1.31 | 0.77 | 1.15 | 3.42 | -1.3 |
| Draw Down(%) | NA | 13.2 | 13.2 | 17.1 | 49.5 | 49.5 | NA | NA | 65.0 | 15.7 | 9.5 | 15.2 | 36.8 | 24.2 | 32.8 | 6.7 | 25.6 | 3.7 | 13.9 | 16.0 | 11.2 | 11.2 | 13.4 | 23.9 | 14.8 | 23.0 | 61.3 | 14.8 | 19.0 | 8.7 | 15.2 | 11.0 | 13.9 |
| Standard Deviation(%) | NA | 20.5 | 15.6 | 14.7 | 18.6 | 18.6 | NA | NA | 19.3 | 15.6 | 12.2 | 12.0 | 25.3 | 22.4 | 32.4 | 10.4 | 14.9 | 7.7 | 16.2 | 13.8 | 10.7 | 11.2 | 14.4 | 23.8 | 19.0 | 27.5 | 41.2 | 20.0 | 15.3 | 13.6 | 14.9 | 12.1 | 15.0 |
| Treynor Ratio | NA | 0.31 | 0.21 | 0.13 | -0.07 | 0.04 | NA | NA | 0.06 | 0.22 | -0.02 | 0.19 | -0.5 | -0.09 | 0.19 | 0.47 | -0.26 | 0.44 | -0.03 | 0.0 | -0.03 | 0.25 | 0.31 | -0.17 | 0.24 | 0.46 | -0.58 | 0.15 | 0.21 | 0.12 | 0.19 | 0.55 | -0.35 |
| Alpha | NA | 0.08 | 0.04 | 0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | -0.02 | 0.02 | -0.06 | -0.02 | -0.1 | 0.04 | -0.04 | 0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.03 | -0.01 | 0.02 | 0.01 | -0.08 | 0.01 | -0.01 | 0.0 | 0.0 | 0.05 | -0.06 |
| Beta | NA | 0.74 | 0.7 | 0.67 | 0.68 | 0.73 | NA | NA | 0.81 | 0.68 | 0.62 | 0.6 | 0.68 | 0.73 | 0.88 | 0.62 | 0.72 | 0.65 | 0.84 | 0.78 | 0.73 | 0.74 | 0.79 | 0.81 | 0.84 | 0.93 | 0.92 | 1.01 | 0.98 | 0.91 | 0.91 | 0.76 | 0.56 |
| RSquared | NA | 0.67 | 0.68 | 0.73 | 0.67 | 0.7 | NA | NA | 0.81 | 0.8 | 0.67 | 0.78 | 0.81 | 0.44 | 0.73 | 0.75 | 0.8 | 0.6 | 0.82 | 0.84 | 0.71 | 0.78 | 0.89 | 0.94 | 0.92 | 0.97 | 0.98 | 0.96 | 0.92 | 0.51 | 0.63 | 0.74 | 0.79 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.1 | 7.2 | 2.8 | 0.3 | 0.0 | 0.1 | 1.2 | 8.6 | 5.2 | 1.1 | 1.3 | 9.8 | 2.0 | 3.8 | 0.1 | 2.2 | 1.9 | 2.9 | 18.7 | 15.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 75.0 | 184.8 | 544.6 | N/A | -100.0 | -90.3 | -89.5 | 109.2 | 350.3 | -13.5 | -88.6 | 472.2 | -39.2 | 2931.2 | -94.2 | 68.5 | -70.1 | -84.9 | 24.5 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/2002
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