Nasdaq - Delayed Quote USD

William Blair Emerging Mkts Growth N (WBENX)

11.71 +0.13 (+1.12%)
At close: 6:46 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in emerging markets securities. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by emerging market companies of all sizes, that the adviser believes have above-average growth, profitability and quality characteristics.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 73.85%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

Performance & Risk

YTD Return 2.03%
5y Average Return 3.87%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
WBENXCategory AverageWBENXCategory AverageWBENXCategory Average
Alpha -10.02 0.02 -0.3 0.01 0.15 -0.01
BETA 0.87 0.01 0.91 0.01 0.95 0.01
Mean Annual Return -0.57 0.01 0.55 0.01 0.44 0
R-squared 77 0.82 67.77 0.79 68.26 0.8
Standard Deviation 16.29 0.2 19.45 0.17 17.2 0.18
Sharpe Ratio -0.6 0.01 0.23 0.01 0.22 0
Treynor Ratio -12.41 0.1 2.92 0.11 2.49 0.04

Related Tickers