Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMNX (WILLIAM BLAIR SMALL-MID CAP VALUE FUND CLASS N) | NA | 46.20% | 5.38% | 7.81% | NA | NA | NA | … | … |
Data as of 04/29/2021, Common starting date is 12/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMNX (WILLIAM BLAIR SMALL-MID CAP VALUE FUND CLASS N) | 12/16/2011 | 04/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 46.20 | 5.38 | 7.81 | NA | NA | NA | … | … | 15.92 | -5.13 | 22.77 | -15.32 | 9.59 | 20.69 | -3.13 | 4.66 | 36.29 | 11.96 | 3.57 |
| Sharpe Ratio | NA | 2.03 | 0.16 | 0.32 | NA | NA | NA | … | … | 3.28 | -0.13 | 1.60 | -1.06 | 0.86 | 1.30 | -0.15 | 0.34 | 2.65 | 0.80 | 6.57 |
| Standard Deviation(%) | NA | 22.70 | 26.12 | 21.87 | NA | NA | NA | … | … | 17.75 | 40.14 | 13.35 | 15.72 | 10.53 | 15.64 | 21.68 | 13.58 | 13.66 | 15.00 | 25.41 |
| Draw Down(%) | NA | 12.45 | 45.65 | 45.65 | NA | NA | NA | … | … | 5.06 | 45.53 | 8.16 | 24.32 | 6.02 | 11.32 | 18.66 | 11.94 | 6.22 | 11.17 | 1.68 |
| Yield(%) | 0.00 | 2.59 | 8.17 | 8.64 | 8.98 | 5.99 | 4.49 | … | … | 0.00 | 1.95 | 2.12 | 20.91 | 10.90 | 4.94 | 4.85 | 8.06 | 10.72 | 3.87 | 0.00 |
Data as of 04/29/2021, Common starting date is 12/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMNX (WILLIAM BLAIR SMALL-MID CAP VALUE FUND CLASS N) |
-9.19%
Mar 2017 – Mar 2020 |
-3.09%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMNX (WILLIAM BLAIR SMALL-MID CAP VALUE FUND CLASS N) |
17.06%
May 2012 – May 2015 |
13.63%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart