Nasdaq - Delayed Quote USD

William Blair Small Cap Growth N (WBSNX)

26.27
+0.50
+(1.94%)
As of 8:07:20 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -9.32%
5y Average Return 16.63%
Number of Years Up 18
Number of Years Down 7
Best 1Y Total Return (Apr 2, 2025) 52.76%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 52.76%
Worst 3Y Total Return 0.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WBSNX
Category
YTD
-3.52%
12.40%
1-Month
-5.92%
3.37%
3-Month
-7.72%
4.88%
1-Year
9.90%
55.69%
3-Year
5.73%
19.34%
5-Year
11.64%
20.72%
10-Year
10.62%
13.98%
Last Bull Market
24.08%
27.85%
Last Bear Market
-20.40%
-24.06%

Annual Total Return (%) History

Year
WBSNX
Category
2024
19.07%
--
2023
16.06%
--
2022
-21.59%
--
2021
12.91%
--
2020
38.32%
38.62%
2019
22.26%
27.68%
2018
-2.14%
-5.76%
2017
26.70%
21.50%

2016
18.89%
11.20%
2015
-4.44%
-2.41%
2014
2.62%
2.44%
2013
52.76%
40.91%
2012
18.15%
13.15%
2011
-13.31%
-3.55%
2010
16.16%
26.98%
2009
69.55%
35.46%
2008
-46.85%
-41.55%
2007
-2.15%
7.59%
2006
14.12%
10.81%
2005
1.18%
6.02%
2004
27.24%
12.41%
2003
61.87%
45.54%
2002
-17.25%
-27.88%
2001
25.99%
-8.91%
2000
33.68%
-3.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.73% 0.92% 6.14% 4.15%
2023 6.58% 4.30% -5.92% 10.98%
2022 -9.50% -20.40% 0.39% 8.42%
2021 7.80% 4.68% 0.10% -0.04%
2020 -25.08% 29.63% 9.80% 29.72%
2019 15.88% 2.67% -2.86% 5.78%
2018 5.10% 9.81% 5.74% -19.81%
2017 7.01% 7.89% 4.70% 4.81%
2016 -2.00% 6.04% 9.04% 4.93%
2015 3.75% -0.45% -11.68% 4.76%

2014 1.40% -0.23% -6.06% 7.98%
2013 16.17% 6.43% 14.89% 7.53%
2012 14.70% -4.81% 7.87% 0.31%
2011 2.58% -1.18% -23.58% 11.90%
2010 8.95% -11.57% 5.56% 14.22%
2009 1.44% 37.12% 19.09% 2.36%
2008 -14.72% -1.91% -9.34% -29.92%
2007 2.05% 6.79% -2.20% -8.19%
2006 11.99% -5.49% 0.80% 6.96%
2005 -5.05% 0.94% 7.38% -1.69%
2004 8.75% 2.57% -1.81% 16.17%
2003 -3.94% 30.20% 12.35% 15.19%
2002 -0.42% -3.94% -21.37% 10.02%
2001 -6.38% 26.70% -18.45% 30.24%
2000 49.66% -2.16% 11.60% -18.19%

Rank in Category (By Total Return)

YTD 56
1-Month 28
3-Month 15
1-Year 16
3-Year 15
5-Year 18

Load Adjusted Returns

1-Year 9.90%
3-Year 5.73%
5-Year 11.64%
10-Year 10.62%

Performance & Risk

YTD Return -9.32%
5y Average Return 16.63%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family William Blair
Net Assets 915.24M
YTD Return -3.52%
Yield 0.00%
Morningstar Rating
Inception Date Dec 27, 1999

Fund Summary

The fund normally invests at least 80% of its net assets in stocks of small capitalized ("small cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap U.S. growth companies that are expected to exhibit quality growth characteristics. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.

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