Ratings & Risk for William Blair Growth I (BGFIX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    		449
    5-Year Above Average Average
    		390
    10-Year Average Average
    		278
    Overall Above Average 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 20.40 -0.03 -0.14
    5-Year 16.99 0.44 0.13
    10-Year 18.13 0.14 -0.07
    15-Year 17.83 0.64 0.22
    20-Year 17.05 0.78 0.32
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 83.43 0.84 8.68
    3-Year 88.83 0.98 4.80
    5-Year 87.56 1.00 3.59
    10-Year 86.49 1.04 1.46

    S&P 500 TR

    Trailing data as of 10/31/2009