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William Blair Small-Mid Cap Core I (WBCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.23+0.05 (+0.33%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.72%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (4 Jul 2024)26.63%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return26.63%
Worst 3-yr total return5.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWBCIXCategory
YTD0.07%20.19%
1-month-2.30%0.02%
3-month-4.91%4.36%
1-year4.88%60.18%
3-year0.18%11.32%
5-year0.00%13.88%
10-year0.00%11.19%
Last bull market24.05%27.98%
Last bear market-18.47%-24.08%

Annual total return (%) history

Year
WBCIXCategory
2024
N/AN/A
2023
13.26%N/A
2022
-17.11%N/A
2021
26.63%N/A
2020
20.60%10.99%
2019
N/A23.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.23%-4.91%N/AN/A
20233.18%4.73%-4.79%10.08%
2022-4.05%-18.47%-2.90%9.12%
202112.73%4.96%-1.18%8.30%
2020-26.97%22.56%4.71%28.67%
20196.87%N/AN/AN/A

Rank in category (by total return)

YTD78
1-month84
3-month88
1-year92
3-year57
5-yearN/A

Load adjusted returns

1-year4.88%
3-year0.18%
5-yearN/A
10-yearN/A