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William Blair Small Cap Value Fund Class R6 (BVDRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.23-0.27 (-1.74%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years UpN/A
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)-5.55%
Worst 1 Yr Total Return (Invalid Date)-5.55%
Best 3-Yr Total Return-5.55%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBVDRXCategory
YTD12.32%20.19%
1-Month-6.51%0.02%
3-Month-5.58%4.36%
1-Year42.03%60.18%
3-Year0.00%11.32%
5-Year0.00%13.88%
10-Year0.00%11.19%
Last Bull Market25.38%27.98%
Last Bear Market-24.30%-24.08%

Annual Total Return (%) History

Year
BVDRXCategory
2021
N/AN/A
2020
-5.55%10.99%
2019
N/A23.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202115.27%N/AN/AN/A
2020-34.89%13.24%0.37%27.63%
2019-1.11%4.64%N/AN/A

Rank In Category (By Total Return)

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

Load Adjusted Returns

1-Year50.97%
3-Year3.65%
5-Year7.42%
10-Year7.91%