Nasdaq - Delayed Quote USD

William Blair Emerg Mkts Sm Cp Gr R6 (WESJX)

21.85 +0.23 (+1.06%)
As of 8:06:12 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 9.14%
5y Average Return 9.35%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Dec 3, 2024) 40.62%
Worst 1Y Total Return (Dec 3, 2024) --
Best 3Y Total Return 40.62%
Worst 3Y Total Return 0.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WESJX
Category
YTD
7.79%
8.73%
1-Month
-1.05%
1.20%
3-Month
1.70%
5.47%
1-Year
25.70%
41.79%
3-Year
-1.61%
11.48%
5-Year
8.65%
12.18%
10-Year
5.26%
4.39%
Last Bull Market
20.34%
17.73%
Last Bear Market
-18.68%
-25.55%

Annual Total Return (%) History

Year
WESJX
Category
2024
--
--
2023
22.37%
--
2022
-27.91%
--
2021
15.58%
--
2020
32.66%
17.90%
2019
20.69%
19.25%
2018
-23.24%
-16.07%
2017
40.62%
34.17%

2016
-5.05%
8.47%
2015
-5.97%
-13.79%
2014
14.85%
-3.01%
2013
16.80%
-0.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.20% 6.92% -1.27% --
2023 5.30% 6.48% -1.30% 10.58%
2022 -10.19% -18.68% -0.57% -0.72%
2021 2.50% 10.96% 0.39% 1.23%
2020 -20.85% 27.76% 9.00% 20.36%
2019 7.68% 1.25% 0.26% 10.40%
2018 0.32% -9.56% -10.11% -5.88%
2017 12.47% 6.38% 7.45% 9.37%
2016 -2.88% 4.00% 5.71% -11.07%
2015 3.45% 2.22% -10.64% -0.49%

2014 3.43% 7.66% 2.14% 0.98%
2013 10.15% -3.21% -0.14% 9.71%

Rank in Category (By Total Return)

YTD 68
1-Month 4
3-Month 61
1-Year 28
3-Year 50
5-Year 6

Load Adjusted Returns

1-Year 25.70%
3-Year -1.61%
5-Year 8.65%
10-Year 5.26%

Performance & Risk

YTD Return 9.14%
5y Average Return 9.35%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.65
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family William Blair
Net Assets 389.32M
YTD Return 7.79%
Yield 0.28%
Morningstar Rating
Inception Date Dec 20, 2012

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of emerging market small capitalization ("small cap") companies. The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by emerging market small cap companies, that the Adviser believes have above average growth, profitability and quality characteristics.

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