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William Blair Small-Mid Cap Growth I (WSMDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.35-0.56 (-1.94%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.21%
5-Year Average Return6.99%
Number of Years Up17
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)44.26%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return44.26%
Worst 3-Yr Total Return-0.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWSMDXCategory
YTD8.91%10.80%
1-Month1.38%4.43%
3-Month8.91%7.00%
1-Year21.85%48.17%
3-Year1.09%21.26%
5-Year9.70%20.18%
10-Year10.92%14.07%
Last Bull Market33.53%27.14%
Last Bear Market-21.03%-21.26%

Annual Total Return (%) History

Year
WSMDXCategory
2024
N/AN/A
2023
17.93%N/A
2022
-22.92%N/A
2021
8.56%N/A
2020
32.35%39.26%
2019
30.77%32.52%
2018
-2.06%-6.65%
2017
28.90%23.91%
2016
6.72%6.03%
2015
4.74%-0.95%
2014
8.62%7.00%
2013
41.89%34.93%
2012
12.36%14.07%
2011
0.01%-3.96%
2010
23.05%24.61%
2009
44.26%39.11%
2008
-37.54%-43.77%
2007
12.54%15.09%
2006
9.95%9.00%
2005
11.05%9.84%
2004
13.68%13.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.91%N/AN/AN/A
20235.40%6.08%-6.14%12.38%
2022-9.48%-21.03%-1.05%8.97%
20214.04%3.97%-1.18%1.56%
2020-20.30%26.45%8.35%21.22%
201917.09%6.29%0.80%4.24%
20185.27%5.36%8.47%-18.59%
20178.84%6.70%5.12%5.59%
2016-2.86%4.06%2.88%2.62%
20157.54%1.39%-6.68%2.93%
20141.14%1.07%-2.53%9.01%
201314.09%4.52%10.78%7.41%
201212.16%-6.29%6.64%0.24%
201110.49%1.11%-19.45%11.14%
20106.29%-8.68%10.28%14.96%
2009-2.30%22.28%14.37%5.58%
2008-14.35%2.47%-7.23%-23.28%
20075.51%7.47%2.84%-3.50%
200611.96%-6.09%-0.76%5.39%
2005-3.98%3.78%7.10%4.06%
20043.42%3.60%-3.19%9.60%

Rank In Category (By Total Return)

YTD53
1-Month92
3-Month53
1-Year59
3-Year62
5-Year72

Load Adjusted Returns

1-Year21.85%
3-Year1.09%
5-Year9.70%
10-Year10.92%