Nasdaq - Delayed Quote • USD
William Blair Small-Mid Cap Growth R6 (WSMRX)
At close: 8:01 PM EDT
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 stocks of small capitalized ("small cap") and medium capitalized ("mid cap") companies. It 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), of small cap and mid cap U.S. growth companies that are expected to exhibit quality growth characteristics.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.44% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 4.16% |
| 5y Average Return | 6.92% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WSMRX | Category Average | WSMRX | Category Average | WSMRX | Category Average | |
| Alpha | -9.79 | 0.01 | -7.66 | 0.01 | -2.24 | -0.02 |
| BETA | 1.09 | 0.01 | 1.08 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.12 | 0.02 | 0.82 | 0.02 | 0.99 | 0.01 |
| R-squared | 75.79 | 0.82 | 77.3 | 0.79 | 76.86 | 0.8 |
| Standard Deviation | 22.33 | 0.23 | 22.05 | 0.19 | 18.37 | 0.17 |
| Sharpe Ratio | -0.1 | 0.01 | 0.34 | 0.01 | 0.55 | 0.01 |
| Treynor Ratio | -4.35 | 0.18 | 4.94 | 0.17 | 8.46 | 0.12 |
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