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William Blair Global Leaders I (WGFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.74+0.05 (+0.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.84%
5-year average return10.15%
Number of years up12
Number of years down4
Best 1-yr total return (17 Jun 2024)40.90%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return40.90%
Worst 3-yr total return0.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWGFIXCategory
YTD5.59%9.95%
1-month3.31%2.98%
3-month-1.34%8.22%
1-year14.66%40.81%
3-year-0.46%19.17%
5-year10.49%18.49%
10-year9.05%11.83%
Last bull market26.44%21.12%
Last bear market-19.65%-20.34%

Annual total return (%) history

Year
WGFIXCategory
2024
N/AN/A
2023
22.99%N/A
2022
-29.28%N/A
2021
16.78%N/A
2020
31.86%32.67%
2019
31.96%30.40%
2018
-8.06%-7.79%
2017
30.69%30.22%
2016
0.98%2.42%
2015
2.77%1.26%
2014
4.08%2.65%
2013
21.05%26.44%
2012
17.64%18.01%
2011
-3.26%-6.80%
2010
20.73%15.68%
2009
40.90%39.03%
2008
-49.41%-41.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.58%N/AN/AN/A
202311.01%6.82%-7.96%12.69%
2022-13.95%-19.65%-7.20%10.23%
20211.03%9.80%0.62%4.62%
2020-17.95%24.73%13.74%13.27%
201915.52%4.68%-1.51%10.80%
20183.30%3.06%3.61%-16.64%
20177.83%5.83%6.79%7.25%
2016-2.85%1.42%5.78%-3.12%
20155.49%-0.56%-8.69%7.30%
20140.53%4.18%-3.43%2.91%
20134.75%-0.10%7.87%7.24%
201215.45%-5.78%5.91%2.11%
20113.57%2.64%-16.35%8.79%
20103.74%-9.00%15.83%10.41%
2009-5.06%22.60%14.43%5.79%
2008-9.79%2.35%-23.61%-28.27%

Rank in category (by total return)

YTD74
1-month76
3-month83
1-year85
3-year73
5-year67

Load adjusted returns

1-year14.66%
3-year-0.46%
5-year10.49%
10-year9.05%