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Wm. Blair Funds Small Cap Growth Fund Cl I: (MF: WBSIX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$32.27 USD
+0.11 (0.34%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -13.60 | 83 |
| 3 months | -15.77 | 82 |
| 6 months | -7.28 | 23 |
| 1 Year | 2.71 | 20 |
| 3 Year | 5.69 | 19 |
| 5 Year | 11.68 | 39 |
| 10 Year | 9.65 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 190.42 |
| Bear Market (10/07 - 2/09) | -56.69 |
| Bull Market (2/09 - 3/21) | 989.47 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -6.67 |
| 5 Year | 14.02 |
| 10 Year | 9.27 |
| Since Inception | 10.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.03 | NA | NA | NA |
| 2024 | 6.77 | 1.00 | 6.19 | 4.22 |
| 2023 | 6.59 | 4.41 | -5.89 | 11.08 |
| 2022 | -9.43 | -20.36 | 0.44 | 8.50 |
| 2021 | 7.87 | 4.75 | 0.13 | 0.05 |
| 2020 | -25.00 | 29.71 | 9.82 | 29.80 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -13.60 | 19.35 | 16.34 | -21.40 | 13.22 | 38.67 | 22.49 | -1.87 | 26.98 | 19.21 | -4.21 |
| % Total Return Rel to Index | -8.68 | -5.66 | -9.89 | -3.19 | -15.45 | 20.27 | -8.99 | 2.51 | 5.18 | 7.27 | -5.60 |
| % Total Return Rel to Peer | -2.92 | 7.43 | 0.26 | -1.88 | -6.08 | 19.67 | -2.94 | 8.90 | 11.38 | 3.26 | 0.50 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.55 | 0.50 | 1.01 | 6.70 | 3.83 | 0.64 | 3.27 | 5.00 | 1.48 | 1.99 |
| Expense Ratio | 0.00 | 0.99 | 1.07 | 1.25 | 1.25 | 1.25 | 1.25 | 1.25 | 1.25 | 1.25 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%