William Blair Global Leaders Fund (WGFIX)

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The chart shows the growth of an initial investment of $10,000 in William Blair Global 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 Global Leaders Fund (WGFIX) has returned -10.88% so far this year and 7.95% over the past 12 months. Over the last ten years, WGFIX has returned 9.41% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 17, 2007, WGFIX's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, your investment would double in approximately 9.1 years.

Historically, 61% of months were positive and 39% were negative. The best month was Sep 2010 with a return of +12.7%, while the worst month was Oct 2008 at -23.9%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, WGFIX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +12.4%, while the worst single day was Mar 16, 2020 at -12.5%.

William Blair Global Leaders Fund has an annualized alpha of -1.13%, beta of 0.95, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since October 18, 2007.

• This fund participated in 107.57% of S&P 500 Index downside but only 100.31% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.95 and R² of 0.87, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

WGFIX has an expense ratio of 0.90%, placing it in the medium range.

WGFIX ranks 16 for risk / return — in the bottom 16% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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

William Blair Global Leaders Fund provided a 95.97% dividend yield over the last twelve months, with an annual payout of $5.66 per share.

The table displays the monthly dividend distributions for William Blair Global 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 Global 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 Global Leaders Fund was 59.51%, occurring on Nov 20, 2008. Recovery took 1114 trading sessions.

The current William Blair Global Leaders Fund drawdown is 13.11%.

The chart below shows the rolling one-month volatility.