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William Blair Emerging Mkts Ldrs I (WBELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.15+0.10 (+1.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.45%
5-year average return1.03%
Number of years up9
Number of years down6
Best 1-yr total return (2 Jul 2024)78.38%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return78.38%
Worst 3-yr total return-10.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWBELXCategory
YTD4.45%8.73%
1-month3.62%1.20%
3-month3.62%5.47%
1-year5.89%41.79%
3-year-9.86%11.48%
5-year1.26%12.18%
10-year2.06%4.39%
Last bull market14.85%17.73%
Last bear market-15.55%-25.55%

Annual total return (%) history

Year
WBELXCategory
2024
N/AN/A
2023
6.13%N/A
2022
-25.84%N/A
2021
-7.48%N/A
2020
27.52%17.90%
2019
28.36%19.25%
2018
-17.45%-16.07%
2017
41.89%34.17%
2016
1.82%8.47%
2015
-14.37%-13.79%
2014
2.62%-3.01%
2013
-0.60%-0.14%
2012
20.64%18.15%
2011
-19.34%-19.86%
2010
23.70%19.26%
2009
78.38%73.81%
2008
N/A-54.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.80%3.62%N/AN/A
20233.97%0.69%-6.89%8.88%
2022-9.18%-15.55%-8.63%5.82%
20210.23%3.61%-8.63%-2.48%
2020-24.33%26.51%14.20%16.65%
201913.66%2.87%-0.62%10.46%
20180.63%-7.35%-4.84%-6.97%
201711.82%7.61%10.77%6.45%
20161.68%2.92%6.17%-8.36%
20152.09%-0.97%-16.67%1.64%
20140.00%6.37%-2.38%-1.18%
20130.76%-8.11%4.12%3.11%
201216.19%-7.98%6.72%5.73%
2011-2.90%0.50%-20.59%4.09%
20102.25%-4.18%21.91%3.55%
20091.46%33.74%20.00%9.55%
2008-3.70%-29.28%-29.64%N/A

Rank in category (by total return)

YTD76
1-month29
3-month65
1-year84
3-year90
5-year83

Load adjusted returns

1-year5.89%
3-year-9.86%
5-year1.26%
10-year2.06%