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William Blair Small Cap Growth R6 (WBSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.05+0.07 (+0.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.99%
5-year average return9.38%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jul 2024)38.76%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.76%
Worst 3-yr total return1.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWBSRXCategory
YTD7.88%12.40%
1-month0.17%3.37%
3-month1.03%4.88%
1-year12.82%55.69%
3-year-0.33%19.34%
5-year9.83%20.72%
10-year10.65%13.98%
Last bull market27.45%27.85%
Last bear market-20.35%-24.06%

Annual total return (%) history

Year
WBSRXCategory
2024
N/AN/A
2023
16.44%N/A
2022
-21.35%N/A
2021
13.31%N/A
2020
38.76%38.62%
2019
N/A27.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.78%1.03%N/AN/A
20236.65%4.40%-5.85%11.08%
2022-9.41%-20.35%0.48%8.48%
20217.89%4.78%0.18%0.05%
2020-25.00%29.70%9.88%29.82%
2019-2.81%5.85%N/AN/A

Rank in category (by total return)

YTD23
1-month35
3-month11
1-year25
3-year21
5-year21

Load adjusted returns

1-year12.82%
3-year-0.33%
5-year9.83%
10-year10.65%