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William Blair Small Cap Value Fund Class I (BVDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.25-0.26 (-1.68%)
At close: 08:02PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return12.32%
5-Year Average Return6.51%
Number of Years Up14
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)39.31%
Worst 1 Yr Total Return (Feb 3, 2019)-25.77%
Best 3-Yr Total Return39.31%
Worst 3-Yr Total Return-4.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBVDIXCategory
YTD12.38%20.19%
1-Month-6.44%0.02%
3-Month-5.51%4.36%
1-Year42.21%60.18%
3-Year1.53%11.32%
5-Year5.36%13.88%
10-Year7.56%11.19%
Last Bull Market25.60%27.98%
Last Bear Market-24.22%-24.08%

Annual Total Return (%) History

Year
BVDIXCategory
2021
N/AN/A
2020
-5.57%10.99%
2019
20.45%23.75%
2018
-15.74%-12.72%
2017
7.85%12.28%
2016
26.46%20.78%
2015
-5.47%-5.38%
2014
4.73%3.79%
2013
39.31%37.39%
2012
12.73%15.46%
2011
-6.68%-4.07%
2010
31.16%25.61%
2009
26.56%31.80%
2008
-25.77%-36.56%
2007
-5.31%-1.10%
2006
22.10%15.03%
2005
0.70%6.75%
2004
12.18%18.94%
2003
39.55%43.41%
2002
-10.34%-16.22%
2001
17.72%8.92%
2000
19.16%11.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202115.25%N/AN/AN/A
2020-34.89%13.14%0.47%27.60%
201913.16%2.85%-1.11%4.65%
2018-4.15%5.59%3.34%-19.43%
20170.44%-0.91%6.41%1.84%
20163.40%3.45%5.25%12.32%
20152.04%-1.13%-8.29%2.18%
20141.22%1.81%-7.71%10.12%
201313.54%3.74%8.75%8.75%
20129.86%-3.94%3.50%3.21%
20114.45%-1.99%-21.25%15.76%
20109.11%-7.92%13.93%14.59%
2009-15.74%18.12%20.69%5.37%
2008-5.30%-0.28%2.39%-23.24%
20072.30%4.14%-6.59%-4.85%
200611.64%-2.61%4.44%7.53%
2005-7.06%2.69%-1.56%7.19%
20046.99%-1.52%-2.54%9.25%
2003-11.10%25.24%6.88%17.26%
200212.26%0.24%-21.69%1.75%
20013.47%12.80%-10.18%12.30%
200011.73%0.20%0.13%6.30%

Rank In Category (By Total Return)

YTD64
1-Month91
3-Month90
1-Year84
3-Year98
5-Year97

Load Adjusted Returns

1-Year51.06%
3-Year3.72%
5-Year7.56%
10-Year8.12%