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WCGNX: WILLIAM BLAIR MID CAP GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/01/2006 |
| Last Dividend Date: | 06/28/2023 |
| 12-Mo. Yield | 118.46% |
| Expenses | 1.20% |
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Performance Analytics (As of 06/29/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/01/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 110641.2 | 134104.9 | 991.2 | 333.0 | 118.9 | 73.1 | 61.2 | 127890.7 | -27.9 | 8.1 | 26.8 | 36.0 | -1.2 | 20.9 | 0.2 | -0.2 | 7.5 | 28.8 | 10.9 | 1.7 | 24.0 | 36.0 | -34.7 | 8.5 | 5.2 |
| Sharpe Ratio | NA | 191.05 | 2.44 | 1.06 | 0.53 | NA | 0.36 | NA | -0.89 | 0.45 | 0.79 | 2.44 | -0.15 | 2.42 | 0.0 | -0.02 | 0.56 | 2.33 | 0.7 | 0.06 | 1.25 | 1.27 | -0.88 | 0.32 | 0.15 |
| Draw Down(%) | NA | 20.2 | 38.7 | 38.7 | 38.7 | NA | 52.8 | 11.3 | 36.6 | 11.8 | 35.8 | 7.3 | 24.1 | 3.0 | 14.4 | 12.4 | 9.4 | 5.7 | 11.7 | 22.8 | 15.4 | 19.9 | 46.8 | 12.6 | 15.7 |
| Standard Deviation(%) | NA | 701.9 | 405.2 | 314.5 | 222.4 | NA | 169.3 | 1002.2 | 32.9 | 18.1 | 33.6 | 14.1 | 17.5 | 8.4 | 15.1 | 14.7 | 13.4 | 12.3 | 15.7 | 27.1 | 19.2 | 28.2 | 40.2 | 16.9 | 15.0 |
| Treynor Ratio | NA | 25.94 | 0.49 | 0.3 | 0.14 | NA | 0.14 | NA | -0.29 | 0.08 | 0.3 | 0.35 | -0.03 | 0.21 | 0.0 | 0.0 | 0.08 | 0.32 | 0.12 | 0.02 | 0.28 | 0.39 | -0.42 | 0.06 | 0.02 |
| Alpha | NA | 434.3 | 144.61 | 86.86 | 43.24 | NA | 24.91 | 877.34 | 0.01 | -0.04 | -0.01 | 0.01 | 0.02 | 0.0 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.02 | 0.0 | -0.01 | 0.04 | -0.02 | -0.01 |
| Beta | NA | 51.69 | 20.16 | 11.07 | 8.71 | NA | 4.45 | 154.34 | 1.01 | 0.97 | 0.89 | 0.99 | 0.94 | 0.95 | 0.92 | 0.91 | 0.95 | 0.89 | 0.93 | 0.94 | 0.85 | 0.93 | 0.84 | 0.87 | 0.98 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.97 | 0.96 | 0.88 | 0.94 | 0.95 | 0.86 | 0.94 | 0.95 | 0.95 | 0.91 | 0.92 | 0.97 | 0.95 | 0.96 | 0.95 | 0.8 | 0.2 |
| Yield(%) | N/A | 118.5 | 38.9 | 25.5 | 16.8 | 16.2 | N/A | 116.8 | 25.5 | 4.8 | 9.3 | 12.0 | 18.4 | 18.4 | 5.6 | 20.2 | 14.3 | 8.1 | 2.4 | 8.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 1665.4 | 146.8 | 79.1 | N/A | N/A | N/A | 122.8 | 446.9 | -40.6 | -1.9 | -48.0 | 2.3 | 216.5 | -78.2 | 33.2 | 104.6 | 273.4 | -72.2 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2006
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See Mid-Cap Growth Asset Class Trend Rankings |
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