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William Blair Small Cap Growth R6 (WBSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.34+0.15 (+0.43%)
At close: 04:35PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.42%
5-Year Average Return10.01%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jun 26, 2024)38.76%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return38.76%
Worst 3-Yr Total Return1.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWBSRXCategory
YTD7.69%12.40%
1-Month7.23%3.37%
3-Month2.98%4.88%
1-Year20.42%55.69%
3-Year0.58%19.34%
5-Year10.96%20.72%
10-Year11.07%13.98%
Last Bull Market27.45%27.85%
Last Bear Market-20.35%-24.06%

Annual Total Return (%) History

Year
WBSRXCategory
2024
N/AN/A
2023
16.44%N/A
2022
-21.35%N/A
2021
13.31%N/A
2020
38.76%38.62%
2019
N/A27.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.78%N/AN/AN/A
20236.65%4.40%-5.85%11.08%
2022-9.41%-20.35%0.48%8.48%
20217.89%4.78%0.18%0.05%
2020-25.00%29.70%9.88%29.82%
2019-2.81%5.85%N/AN/A

Rank In Category (By Total Return)

YTD23
1-Month10
3-Month17
1-Year36
3-Year22
5-Year27

Load Adjusted Returns

1-Year20.42%
3-Year0.58%
5-Year10.96%
10-Year11.07%