Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGFRX (William Blair Growth Fund) | 3.27% | 15.01% | 16.18% | 8.60% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGFRX (William Blair Growth Fund) | 05/02/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.32 | 15.01 | 16.18 | 8.60 | NA | NA | NA | … | … | 3.27 | -11.69 | 22.31 | 38.18 | -29.52 | 22.27 | 36.62 | 10.55 |
| Sharpe Ratio | NA | 0.95 | 0.73 | 0.31 | NA | NA | NA | … | … | 0.48 | -0.45 | 1.17 | 2.16 | -1.00 | 1.33 | 1.10 | 1.09 |
| Standard Deviation(%) | NA | 17.30 | 18.98 | 21.52 | NA | NA | NA | … | … | 19.75 | 33.07 | 15.94 | 16.16 | 31.01 | 16.67 | 32.79 | 13.65 |
| Draw Down(%) | NA | 19.74 | 25.27 | 36.71 | NA | NA | NA | … | … | 15.86 | 27.55 | 10.48 | 10.45 | 33.80 | 8.92 | 30.81 | 6.65 |
| Yield(%) | 0.00 | 23.36 | 19.12 | 12.36 | 10.81 | 7.21 | 5.41 | … | … | 0.00 | 23.29 | 23.98 | 12.12 | 2.43 | 13.06 | 14.74 | 8.75 |
Data as of 06/10/2026, Common starting date is 05/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGFRX (William Blair Growth Fund) |
3.83%
Oct 2021 – Oct 2024 |
6.50%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGFRX (William Blair Growth Fund) |
25.13%
Sep 2022 – Sep 2025 |
15.87%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart