Nasdaq - Delayed Quote USD

William Blair Small Cap Growth R6 (WBSRX)

32.22
+0.61
+(1.93%)
As of 8:07:20 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -9.27%
5y Average Return 17.00%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 2, 2025) 38.76%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 38.76%
Worst 3Y Total Return 1.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WBSRX
Category
YTD
-3.46%
12.40%
1-Month
-5.88%
3.37%
3-Month
-7.65%
4.88%
1-Year
10.22%
55.69%
3-Year
6.05%
19.34%
5-Year
11.99%
20.72%
10-Year
10.94%
13.98%
Last Bull Market
24.29%
27.85%
Last Bear Market
-20.35%
-24.06%

Annual Total Return (%) History

Year
WBSRX
Category
2024
19.41%
--
2023
16.44%
--
2022
-21.35%
--
2021
13.31%
--
2020
38.76%
38.62%
2019
--
27.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.78% 1.03% 6.20% 4.23%
2023 6.65% 4.40% -5.85% 11.08%
2022 -9.41% -20.35% 0.48% 8.48%
2021 7.89% 4.78% 0.18% 0.05%
2020 -25.00% 29.70% 9.88% 29.82%
2019 -2.81% 5.85% -- --

Rank in Category (By Total Return)

YTD 55
1-Month 25
3-Month 14
1-Year 15
3-Year 12
5-Year 17

Load Adjusted Returns

1-Year 10.22%
3-Year 6.05%
5-Year 11.99%
10-Year 10.94%

Performance & Risk

YTD Return -9.27%
5y Average Return 17.00%
Rank in Category (ytd) 55
% 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 -3.46%
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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