William Blair Emerging Markets Debt Fund (WEDIX)

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The chart shows the growth of an initial investment of $10,000 in William Blair Emerging Markets Debt 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 Debt Fund (WEDIX) has returned -1.16% so far this year and 11.80% over the past 12 months.

Based on dividend-adjusted daily data since May 25, 2021, WEDIX's average daily return is +0.01%, while the average monthly return is +0.27%. At this rate, your investment would double in approximately 21.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2022 with a return of +9.2%, while the worst month was Jun 2022 at -8.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, WEDIX closed higher 46% of trading days. The best single day was Feb 25, 2022 with a return of +2.1%, while the worst single day was Feb 24, 2022 at -3.2%.

William Blair Emerging Markets Debt Fund has an annualized alpha of 1.61%, beta of 0.14, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since May 26, 2021.

• This fund participated in 63.78% of S&P 500 Index downside but only 44.26% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.14 may look defensive, but with R² of 0.10 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.10 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WEDIX has an expense ratio of 0.70%, placing it in the medium range.

WEDIX ranks 93 for risk / return — in the top 93% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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

William Blair Emerging Markets Debt Fund provided a 5.84% dividend yield over the last twelve months, with an annual payout of $0.50 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for William Blair Emerging Markets Debt 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 Debt 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 Debt Fund was 30.80%, occurring on Oct 21, 2022. Recovery took 589 trading sessions.

The current William Blair Emerging Markets Debt Fund drawdown is 4.46%.

The chart below shows the rolling one-month volatility.