Ratings & Risk for William Blair Income I (BIFIX)

Morningstar Category: Short-Term Bond
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    111
    5-Year Below Average Above Average
    101
    10-Year Above Average Above Average
    79
    Overall Average Above Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 4.18 0.25 0.15
    5-Year 3.42 0.25 0.00
    10-Year 3.24 0.38 0.50
    15-Year 3.06 0.43 0.50
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 68.54 0.62 5.92
    3-Year 65.15 0.85 -2.61
    5-Year 66.57 0.78 -1.58
    10-Year 76.75 0.75 -0.81

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009