Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMVNX (WILLIAM BLAIR MID CAP VALUE FUND CLASS N) | NA | 15.62% | 6.63% | 13.57% | NA | NA | NA | … | … |
Data as of 06/28/2017, Common starting date is 05/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMVNX (WILLIAM BLAIR MID CAP VALUE FUND CLASS N) | 05/07/2010 | 06/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.62 | 6.63 | 13.57 | NA | NA | NA | … | … | 4.05 | 14.49 | -2.14 | 10.84 | 31.46 | 13.54 | -0.35 | 18.29 |
| Sharpe Ratio | NA | 1.48 | 0.48 | 1.03 | NA | NA | NA | … | … | 0.88 | 0.97 | -0.15 | 0.94 | 2.56 | 0.97 | -0.01 | 1.35 |
| Standard Deviation(%) | NA | 10.31 | 13.56 | 13.07 | NA | NA | NA | … | … | 9.02 | 14.65 | 14.91 | 11.55 | 12.27 | 13.98 | 26.31 | 21.55 |
| Draw Down(%) | NA | 4.79 | 17.85 | 17.85 | NA | NA | NA | … | … | 3.90 | 11.69 | 11.81 | 8.82 | 5.85 | 10.65 | 22.89 | 12.82 |
| Yield(%) | 0.00 | 9.60 | 13.06 | 14.30 | 8.69 | 5.79 | 4.34 | … | … | 0.00 | 10.02 | 20.70 | 14.70 | 13.24 | 4.83 | 2.05 | 0.92 |
Data as of 06/28/2017, Common starting date is 05/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMVNX (WILLIAM BLAIR MID CAP VALUE FUND CLASS N) |
6.26%
Oct 2013 – Oct 2016 |
7.74%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMVNX (WILLIAM BLAIR MID CAP VALUE FUND CLASS N) |
20.39%
Sep 2011 – Sep 2014 |
16.06%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart