William Blair Correlations

Mutual Funds . USA . 
Fund . William Blair Growth
BGFIX Fund  USD 12.37  0.08  0.64%   
The current 90-days correlation between William Blair Growth and Neuberger Berman Income is 0.54 (i.e., Very weak diversification). The correlation of William Blair is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

William Blair Correlation With Market

Almost no diversification

The correlation between William Blair Growth and DJI is 0.95 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding William Blair Growth and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in William Blair Growth. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Moving together with William Mutual Fund

  0.79WRCGX William Blair ChinaPairCorr
  0.86WSMDX William Blair SmallPairCorr
  0.86WSMRX William Blair SmallPairCorr
  0.86WSMNX William Blair SmallPairCorr
  0.87WBCIX William Blair SmallPairCorr
  0.87WBCRX William Blair SmallPairCorr
  0.96WBELX William Blair EmergingPairCorr
  0.96WBEIX William Blair EmergingPairCorr
  0.96WBENX William Blair EmergingPairCorr
  1.0WBGSX William Blair GrowthPairCorr
  0.93WBIIX William Blair InstitPairCorr
  0.94WBIGX William Blair InternPairCorr
  0.93WBIRX William Blair InternPairCorr
  0.88WBSNX William Blair SmallPairCorr
  0.89WBSIX William Blair SmallPairCorr
  0.89WBSRX William Blair SmallPairCorr
  0.78WBVNX William Blair SmallPairCorr
  0.78WBVRX William Blair SmallPairCorr
  0.88WVMIX William Blair MidPairCorr
  0.88WVMRX William Blair MidPairCorr
  0.82WEDIX William Blair EmergingPairCorr
  0.83WEDRX William Blair EmergingPairCorr
  0.81RSMVX William Blair SmallPairCorr
  0.96WELIX William Blair EmergingPairCorr
  0.96WELNX William Blair EmergingPairCorr
  0.91WESNX William Blair EmergingPairCorr
  0.91WESJX William Blair EmergingPairCorr
  0.91BESIX William Blair EmergingPairCorr
  0.96WXCIX William Blair EmergPairCorr
  0.96WXCRX William Blair EmergPairCorr
  0.98WGGNX William Blair GlobalPairCorr
  0.98WGFIX William Blair Global Potential GrowthPairCorr
  1.0BGFRX William Blair GrowthPairCorr
  0.98BGGIX William Blair Global Potential GrowthPairCorr
  0.79WICGX William Blair ChinaPairCorr
  0.96BIEMX William Blair EmergingPairCorr
  0.9WIISX William Blair InternPairCorr
  0.93BIGIX William Blair InternPairCorr
  0.93WILJX William Blair InternPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between William Mutual Fund performing well and William Blair Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze William Blair's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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