William Blair Correlations

BGGIX Fund

USD 11.12 0.14 1.24%

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.

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Moving together with William Mutual Fund

0.94	FNFPX	American Funds New	Pair Corr
1.0	FFPNX	American Funds New	Pair Corr
0.94	NPFCX	New Perspective	Pair Corr
1.0	ANWPX	New Perspective	Pair Corr
0.94	NPFFX	New Perspective	Pair Corr
1.0	CNPAX	New Perspective	Pair Corr
0.94	CNPEX	New Perspective	Pair Corr
0.94	CNPFX	New Perspective	Pair Corr
0.94	CNPCX	New Perspective	Pair Corr
0.94	RNPAX	New Perspective	Pair Corr
0.77	PFN	Pimco Income Strategy	Pair Corr
0.86	CIF	Mfs Intermediate High	Pair Corr
0.84	INDIX	Alpskotak India Growth	Pair Corr
0.93	PRITX	T Rowe Price	Pair Corr
0.9	GE	GE Aerospace	Pair Corr
0.86	MMM	3M Company	Pair Corr
0.87	JPM	JPMorgan Chase	Pair Corr
0.88	DIS	Walt Disney	Pair Corr
0.92	AXP	American Express	Pair Corr
0.87	CSCO	Cisco Systems Aggressive Push	Pair Corr
0.81	IBM	International Business	Pair Corr
0.94	BAC	Bank of America Aggressive Push	Pair Corr

Moving against William Mutual Fund

0.34	XNBHX	Neuberger Berman Int	Pair Corr
0.33	XDSMX	Dreyfus Strategic	Pair Corr

Related Correlations Analysis

	VGHCX	BHCHX	AHSAX	THISX	LHCCX	RAGHX	XHQHX
VGHCX		0.9	0.83	0.97	0.9	0.89	0.89	VGHCX
BHCHX	0.9		0.65	0.94	0.71	0.83	0.86	BHCHX
AHSAX	0.83	0.65		0.79	0.95	0.89	0.75	AHSAX
THISX	0.97	0.94	0.79		0.87	0.87	0.93	THISX
LHCCX	0.9	0.71	0.95	0.87		0.88	0.84	LHCCX
RAGHX	0.89	0.83	0.89	0.87	0.88		0.87	RAGHX
XHQHX	0.89	0.86	0.75	0.93	0.84	0.87		XHQHX
	VGHCX	BHCHX	AHSAX	THISX	LHCCX	RAGHX	XHQHX

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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.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VGHCX	1.11	(0.09)	0.00	0.70	0.00	0.00	1.91	(2.65)	7.19
BHCHX	1.08	(0.10)	0.00	0.66	0.00	0.00	1.78	(2.41)	9.17
AHSAX	0.84	(0.01)	(0.03)	0.09	1.31	(0.84)	1.42	(1.79)	6.53
THISX	1.20	(0.07)	0.00	0.41	0.00	0.00	2.21	(2.61)	9.16
LHCCX	1.11	(0.02)	0.00	0.24	0.00	0.00	1.80	(2.35)	8.23
RAGHX	1.18	(0.07)	0.00	0.38	0.00	0.00	2.15	(2.56)	9.59
XHQHX	1.48	(0.09)	0.00	0.43	0.00	0.00	2.57	(3.20)	10.91

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William Blair Correlations

Moving together with William Mutual Fund

Moving against William Mutual Fund

Related Correlations Analysis

Risk-Adjusted Indicators

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