William Blair Emerging Markets Leaders Fund (WBELX)

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The chart shows the growth of an initial investment of $10,000 in William Blair Emerging Markets Leaders Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

William Blair Emerging Markets Leaders Fund (WBELX) has returned -5.00% so far this year and 19.85% over the past 12 months. Over the last ten years, WBELX has returned 5.99% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Mar 27, 2008, WBELX's average daily return is +0.02%, while the average monthly return is +0.40%. At this rate, your investment would double in approximately 14.5 years.

Historically, 56% of months were positive and 44% were negative. The best month was May 2009 with a return of +18.1%, while the worst month was Oct 2008 at -28.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, WBELX closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +14.5%, while the worst single day was Oct 15, 2008 at -12.3%.

William Blair Emerging Markets Leaders Fund has an annualized alpha of -3.50%, beta of 0.79, and R² of 0.58 versus S&P 500 Index. Calculated based on daily prices since March 28, 2008.

• This fund participated in 104.44% of S&P 500 Index downside but only 77.56% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -3.50% versus S&P 500 Index — delivering less than market exposure alone would predict.

WBELX has a high expense ratio of 1.05%, indicating above-average management fees.

WBELX ranks 47 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for William Blair Emerging Markets Leaders Fund (WBELX) and compare them to a chosen benchmark (S&P 500 Index).

William Blair Emerging Markets Leaders Fund provided a 0.93% dividend yield over the last twelve months, with an annual payout of $0.10 per share.

The table displays the monthly dividend distributions for William Blair Emerging Markets Leaders Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the William Blair Emerging Markets Leaders Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the William Blair Emerging Markets Leaders Fund was 64.98%, occurring on Nov 20, 2008. Recovery took 1424 trading sessions.

The current William Blair Emerging Markets Leaders Fund drawdown is 19.30%.

The chart below shows the rolling one-month volatility.