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.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.76%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

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

Risk Statistics

3 Years 5 Years 10 Years
WBSRXCategory AverageWBSRXCategory AverageWBSRXCategory Average
Alpha -6.22 -0.02 -5.6 0.01 -2.34 -0.02
BETA 1.12 0.01 1.18 0.01 1.11 0.01
Mean Annual Return 0.68 0.02 1.18 0.02 1.03 0.01
R-squared 77.21 0.78 76.84 0.73 73.36 0.73
Standard Deviation 21.49 0.26 23.75 0.21 19.83 0.19
Sharpe Ratio 0.17 0.01 0.48 0.01 0.53 0.01
Treynor Ratio 1.39 0.15 7.89 0.17 8.08 0.11

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