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Wm. Blair Funds Small Cap Growth Fund Cl N: (MF: WBSNX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$25.51 USD
-0.13 (-0.51%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -13.66 | 84 |
| 3 months | -15.82 | 83 |
| 6 months | -7.39 | 24 |
| 1 Year | 2.46 | 22 |
| 3 Year | 5.42 | 21 |
| 5 Year | 11.41 | 41 |
| 10 Year | 9.38 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 186.80 |
| Bear Market (10/07 - 2/09) | -56.87 |
| Bull Market (2/09 - 3/21) | 945.81 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -6.91 |
| 5 Year | 13.74 |
| 10 Year | 8.99 |
| Since Inception | 10.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.08 | NA | NA | NA |
| 2024 | 6.72 | 0.92 | 6.14 | 4.14 |
| 2023 | 6.58 | 4.29 | -5.92 | 10.98 |
| 2022 | -9.49 | -20.40 | 0.39 | 8.41 |
| 2021 | 7.79 | 4.68 | 0.10 | -0.04 |
| 2020 | -25.08 | 29.63 | 9.79 | 29.71 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -13.66 | 19.06 | 16.06 | -21.59 | 12.91 | 38.31 | 22.24 | -2.14 | 26.68 | 18.88 | -4.46 |
| % Total Return Rel to Index | -8.75 | -5.95 | -10.18 | -3.39 | -15.76 | 19.91 | -9.25 | 2.24 | 4.89 | 6.94 | -5.85 |
| % Total Return Rel to Peer | -2.98 | 7.14 | -0.01 | -2.07 | -6.39 | 19.31 | -3.19 | 8.63 | 11.09 | 2.93 | 0.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 4.00 | 1.00 | 1.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.24 | 1.33 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%