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William Blair Growth N (WBGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.94-0.06 (-0.55%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.78%
5-year average return15.17%
Number of years up55
Number of years down22
Best 1-yr total return (21 May 2024)38.90%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return38.90%
Worst 3-yr total return3.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWBGSXCategory
YTD6.08%12.38%
1-month-4.37%5.09%
3-month3.21%10.28%
1-year27.67%41.70%
3-year4.40%22.56%
5-year13.28%21.98%
10-year12.87%15.99%
Last bull market28.15%25.99%
Last bear market-21.42%-17.29%

Annual total return (%) history

Year
WBGSXCategory
2024
N/AN/A
2023
37.76%N/A
2022
-29.65%N/A
2021
22.09%N/A
2020
35.97%35.86%
2019
31.97%31.90%
2018
5.10%-2.09%
2017
24.35%27.67%
2016
-0.98%3.23%
2015
5.31%3.60%
2014
6.59%10.00%
2013
35.00%33.92%
2012
15.67%15.34%
2011
-1.93%-2.46%
2010
14.05%15.53%
2009
38.90%35.68%
2008
-37.60%-40.67%
2007
13.17%13.35%
2006
12.41%7.05%
2005
9.75%6.71%
2004
7.32%7.81%
2003
23.70%28.66%
2002
-25.85%-27.64%
2001
-13.53%-22.30%
2000
-7.47%-13.05%
1999
19.98%38.87%
1998
27.15%34.55%
1997
20.08%26.36%
1996
17.99%19.76%
1995
29.13%32.65%
1994
6.45%-2.45%
1993
15.51%8.69%
1992
7.61%5.92%
1991
44.37%40.07%
1990
-2.02%-3.78%
1989
30.45%27.76%
1988
7.12%12.55%
1987
7.99%1.56%
1986
9.79%14.05%
1985
23.34%28.64%
1984
-4.22%-3.94%
1983
13.40%18.56%
1982
27.93%32.75%
1981
5.52%-2.13%
1980
38.89%40.60%
1979
30.27%32.37%
1978
19.92%15.06%
1977
-2.84%2.56%
1976
17.56%22.23%
1975
30.77%35.35%
1974
-31.13%-31.34%
1973
-31.57%-28.56%
1972
21.25%19.23%
1971
17.93%24.89%
1970
-14.58%-10.89%
1969
-7.35%-9.80%
1968
-0.68%15.14%
1967
21.44%42.77%
1966
-12.61%-6.98%
1965
11.67%21.58%
1964
5.07%10.60%
1963
10.51%18.94%
1962
-26.33%-18.01%
1961
17.14%26.01%
1960
-1.39%5.60%
1959
13.03%16.68%
1958
38.20%44.67%
1957
-17.86%-15.41%
1956
6.23%9.71%
1955
19.03%20.69%
1954
43.52%47.17%
1953
-7.30%-2.95%
1952
0.43%6.47%
1951
14.85%18.43%
1950
18.82%29.37%
1949
17.24%17.04%
1948
-5.84%-1.13%
1947
-7.23%-0.18%
1946
N/A-8.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.93%N/AN/AN/A
202312.58%11.73%-2.70%12.56%
2022-9.06%-21.42%-5.69%4.38%
20214.39%8.33%2.06%5.77%
2020-14.29%25.68%9.72%15.04%
201916.69%4.88%0.72%7.07%
20186.33%6.04%8.81%-14.33%
20176.84%4.10%4.41%7.08%
2016-3.35%1.49%2.12%-1.14%
20153.54%-0.50%-4.37%6.89%
2014-0.54%4.01%-2.03%5.17%
201310.12%1.28%8.41%11.65%
201214.54%-4.88%6.84%-0.63%
20115.41%0.25%-15.60%9.96%
20105.56%-12.93%11.11%11.68%
2009-2.25%20.40%11.10%6.23%
2008-9.32%2.45%-10.21%-25.20%
20072.98%4.76%6.49%-1.50%
20067.06%-4.37%2.59%7.03%
2005-3.83%3.21%5.27%5.03%
20040.80%-0.90%-2.51%10.20%
2003-6.70%17.29%4.88%7.78%
20021.38%-16.24%-19.07%7.90%
2001-16.65%7.35%-17.73%17.48%
20005.22%0.14%1.84%-13.77%
19990.39%6.65%-6.03%19.25%
199815.31%1.92%-12.53%23.69%
1997-6.82%18.23%8.22%0.72%
19966.64%4.96%4.67%0.71%
19957.81%9.08%8.73%0.98%
1994-4.62%1.94%9.26%0.21%
19930.32%0.64%9.52%4.47%
1992-4.95%-1.66%5.59%9.03%
199119.94%-2.87%9.70%12.97%
1990-1.66%9.60%-14.61%6.46%
19893.33%11.49%11.78%1.30%
19884.11%4.37%-1.52%0.10%
198718.35%3.48%4.89%-15.93%
198612.32%8.65%-14.87%5.69%
198512.98%3.37%-6.33%12.75%
1984-8.19%1.40%8.66%-5.32%
198310.20%15.95%-3.01%-8.50%
1982-11.32%1.97%13.29%24.89%
19814.79%2.50%-11.57%11.09%
1980-6.19%15.79%18.84%7.60%
19797.25%5.92%9.33%4.89%
1978-2.58%16.09%11.55%-4.95%
1977-10.01%3.54%1.43%2.81%
197618.47%-4.52%0.49%3.42%
197526.28%14.72%-16.59%8.22%
1974-3.97%-7.36%-29.78%10.25%
1973-18.88%-10.80%11.90%-15.49%
197210.26%3.82%-0.16%6.09%
197113.39%5.14%-3.99%3.02%
1970-5.72%-24.07%15.72%3.12%
1969-3.42%-0.71%-1.43%-1.99%
1968-9.17%12.52%0.00%-2.82%
196715.88%-0.36%5.36%-0.17%
1966-1.26%-3.65%-12.31%4.75%
19653.62%-4.27%6.90%5.31%
19642.75%0.21%1.44%0.61%
19632.10%4.35%0.88%2.83%
1962-7.75%-27.80%-0.26%10.88%
196111.90%-0.18%1.08%3.75%
1960-5.77%7.38%-11.59%10.22%
19592.70%8.32%-7.07%9.35%
19586.52%6.41%8.77%12.09%
1957-3.32%9.76%-16.11%-7.74%
195610.84%0.73%-8.25%3.70%
19554.19%8.98%-1.14%6.03%
195411.11%8.75%4.98%13.14%
1953-3.00%-9.29%-4.39%10.20%
19520.43%-3.43%-2.22%5.91%
19513.96%-0.48%13.40%-2.11%
19505.29%-0.56%8.99%4.12%
19493.45%-8.00%11.59%10.39%
1948-0.65%7.19%-7.93%-3.97%
1947-6.02%-2.56%-0.66%1.99%
19465.78%-14.75%6.41%N/A

Rank in category (by total return)

YTD60
1-month32
3-month66
1-year63
3-year58
5-year48

Load adjusted returns

1-year27.67%
3-year4.40%
5-year13.28%
10-year12.87%