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William Blair Growth I (BGFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.08+0.20 (+1.44%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.26%
5-year average return14.39%
Number of years up17
Number of years down7
Best 1-yr total return (5 May 2024)39.34%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return39.34%
Worst 3-yr total return3.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGFIXCategory
YTD6.19%12.38%
1-month-4.44%5.09%
3-month3.27%10.28%
1-year28.03%41.70%
3-year4.69%22.56%
5-year13.61%21.98%
10-year13.20%15.99%
Last bull market28.45%25.99%
Last bear market-21.37%-17.29%

Annual total return (%) history

Year
BGFIXCategory
2024
N/AN/A
2023
38.15%N/A
2022
-29.52%N/A
2021
22.54%N/A
2020
36.35%35.86%
2019
32.32%31.90%
2018
5.42%-2.09%
2017
24.64%27.67%
2016
-0.69%3.23%
2015
5.69%3.60%
2014
6.96%10.00%
2013
35.43%33.92%
2012
16.03%15.34%
2011
-1.60%-2.46%
2010
14.36%15.53%
2009
39.34%35.68%
2008
-37.35%-40.67%
2007
13.59%13.35%
2006
12.65%7.05%
2005
10.09%6.71%
2004
7.54%7.81%
2003
24.14%28.66%
2002
-25.71%-27.64%
2001
-13.33%-22.30%
2000
-7.27%-13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.12%N/AN/AN/A
202312.71%11.89%-2.73%12.63%
2022-8.99%-21.37%-5.62%4.36%
20214.47%8.42%2.14%5.92%
2020-14.22%25.80%9.72%15.16%
201916.76%5.00%0.79%7.08%
20186.43%6.12%8.85%-14.25%
20176.86%4.23%4.42%7.17%
2016-3.33%1.61%2.19%-1.06%
20153.67%-0.47%-4.30%7.02%
2014-0.39%4.06%-1.92%5.21%
201310.25%1.37%8.46%11.72%
201214.67%-4.84%6.97%-0.60%
20115.55%0.32%-15.48%9.95%
20105.57%-12.86%11.15%11.85%
2009-2.31%20.61%11.20%6.35%
2008-9.23%2.47%-10.11%-25.07%
20073.09%4.91%6.50%-1.38%
20067.12%-4.29%2.54%7.16%
2005-3.78%3.36%5.29%5.14%
20040.79%-0.79%-2.48%10.27%
2003-6.65%17.41%4.94%7.92%
20021.46%-16.14%-19.03%7.84%
2001-16.60%7.42%-17.74%17.62%
20005.27%0.19%1.93%-13.75%

Rank in category (by total return)

YTD59
1-month37
3-month64
1-year62
3-year54
5-year42

Load adjusted returns

1-year28.03%
3-year4.69%
5-year13.61%
10-year13.20%