BIGIX: WILLIAM BLAIR INTERNATIONAL GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 28.1 0.06(0.21%) April 25
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 09/30/1999 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 1.53% |
| Expenses | 0.99% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/1999 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.3 | 2.9 | -1.5 | -1.8 | 2.4 | 1.6 | 4.0 | 4.4 | 3.8 | -3.3 | 12.4 | -33.3 | -2.4 | 31.1 | 30.7 | -17.7 | 29.5 | -2.5 | -0.0 | -2.9 | 19.0 | 24.0 | -14.2 | 20.5 | 42.8 | -52.2 | 18.5 | 23.4 | 22.0 | 18.8 | 42.0 | -14.9 | -13.4 | -25.0 | 19.7 |
| Sharpe Ratio | NA | 0.28 | -0.44 | -0.34 | -0.01 | 0.0 | NA | NA | 0.12 | -0.74 | 0.68 | -1.35 | -0.13 | 1.0 | 2.81 | -1.29 | 3.77 | -0.17 | 0.0 | -0.27 | 1.67 | 1.68 | -0.59 | 1.09 | 1.54 | -1.28 | 0.79 | 1.32 | 2.0 | 1.2 | 3.39 | -1.1 | -1.07 | -1.06 | 2.71 |
| Draw Down(%) | NA | 15.8 | 21.7 | 21.7 | 47.2 | 47.2 | NA | NA | 65.1 | 13.1 | 15.1 | 36.8 | 20.8 | 33.0 | 6.8 | 25.9 | 3.7 | 13.9 | 16.0 | 11.3 | 11.3 | 13.5 | 24.4 | 14.8 | 23.2 | 61.5 | 14.6 | 18.9 | 6.3 | 15.5 | 11.3 | 27.6 | 28.6 | 35.3 | 15.2 |
| Standard Deviation(%) | NA | 23.4 | 17.6 | 18.0 | 18.8 | 18.1 | NA | NA | 19.6 | 13.4 | 12.1 | 25.8 | 19.3 | 30.8 | 10.4 | 14.8 | 7.7 | 16.3 | 13.7 | 10.7 | 11.3 | 14.4 | 24.2 | 18.6 | 27.7 | 41.5 | 19.7 | 15.2 | 9.9 | 14.8 | 12.2 | 14.5 | 15.0 | 27.4 | 36.9 |
| Treynor Ratio | NA | 0.09 | -0.13 | -0.1 | 0.0 | 0.0 | NA | NA | 0.03 | -0.2 | 0.14 | -0.52 | -0.05 | 0.34 | 0.47 | -0.27 | 0.44 | -0.03 | 0.0 | -0.04 | 0.25 | 0.31 | -0.17 | 0.24 | 0.45 | -0.57 | 0.16 | 0.21 | 0.24 | 0.19 | 0.54 | -0.29 | -0.27 | -0.33 | 1.06 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | 0.0 | -0.01 | NA | NA | 0.0 | -0.03 | 0.01 | -0.05 | 0.02 | -0.05 | 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 | 0.03 | 0.01 | 0.05 | -0.02 | -0.01 | -0.08 | 0.01 |
| Beta | NA | 0.73 | 0.59 | 0.63 | 0.63 | 0.71 | NA | NA | 0.79 | 0.5 | 0.59 | 0.67 | 0.52 | 0.92 | 0.63 | 0.72 | 0.66 | 0.84 | 0.78 | 0.73 | 0.75 | 0.79 | 0.83 | 0.83 | 0.94 | 0.92 | 1.0 | 0.97 | 0.82 | 0.93 | 0.76 | 0.56 | 0.58 | 0.89 | 0.94 |
| RSquared | NA | 0.85 | 0.64 | 0.71 | 0.66 | 0.73 | NA | NA | 0.77 | 0.5 | 0.74 | 0.77 | 0.38 | 0.88 | 0.75 | 0.81 | 0.61 | 0.82 | 0.84 | 0.72 | 0.78 | 0.89 | 0.94 | 0.94 | 0.97 | 0.98 | 0.96 | 0.92 | 0.75 | 0.66 | 0.75 | 0.7 | 0.63 | 0.37 | 0.11 |
| Yield(%) | N/A | 0.0 | 1.5 | 0.8 | 0.7 | 1.6 | 2.2 | 3.6 | N/A | 1.6 | 1.0 | 0.2 | 0.0 | 0.6 | 1.7 | 6.8 | 2.0 | 1.8 | 1.2 | 1.2 | 1.6 | 3.7 | 0.3 | 2.5 | 1.2 | 2.6 | 12.7 | 12.8 | 7.5 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 70.0 | 33.3 | -74.7 | -59.2 | N/A | N/A | N/A | 70.0 | 312.7 | N/A | -100.0 | -53.2 | -81.7 | 343.2 | 9.6 | 45.8 | -6.5 | -12.3 | -50.0 | 1144.1 | -87.7 | 202.5 | -78.9 | -79.0 | 6.4 | 101.5 | 3242.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/1999
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