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William Blair Funds - William Blair Small Cap Value Fund (WBVDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.63-0.25 (-1.68%)
At close: 08:02PM EDT

Performance overview

Morningstar return rating★
Year-to-date return12.30%
5-year average return6.25%
Number of years up17
Number of years down7
Best 1-yr total return (3 Feb 2019)38.91%
Worst 1-yr total return (3 Feb 2019)-25.85%
Best 3-yr total return38.91%
Worst 3-yr total return-5.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWBVDXCategory
YTD12.19%20.19%
1-month-6.46%0.02%
3-month-5.61%4.36%
1-year41.67%60.18%
3-year1.28%11.32%
5-year5.09%13.88%
10-year7.28%11.19%
Last bull market25.38%27.98%
Last bear market-24.30%-24.08%

Annual total return (%) history

Year
WBVDXCategory
2021
N/AN/A
2020
-5.76%10.99%
2019
20.09%23.75%
2018
-15.93%-12.72%
2017
7.57%12.28%
2016
26.19%20.78%
2015
-5.77%-5.38%
2014
4.49%3.79%
2013
38.91%37.39%
2012
12.49%15.46%
2011
-6.95%-4.07%
2010
30.94%25.61%
2009
26.24%31.80%
2008
-25.85%-36.56%
2007
-5.54%-1.10%
2006
21.78%15.03%
2005
0.49%6.75%
2004
12.05%18.94%
2003
39.31%43.41%
2002
-10.70%-16.22%
2001
17.39%8.92%
2000
18.85%11.89%
1999
6.10%19.95%
1998
0.66%-3.03%
1997
33.46%26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202115.18%N/AN/AN/A
2020-34.91%13.12%0.39%27.50%
201913.10%2.76%-1.20%4.58%
2018-4.22%5.54%3.29%-19.49%
20170.40%-0.99%6.33%1.77%
20163.36%3.36%5.22%12.26%
20151.91%-1.16%-8.38%2.11%
20141.19%1.74%-7.77%10.04%
201313.48%3.62%8.66%8.72%
20129.79%-3.94%3.40%3.15%
20114.30%-2.03%-21.27%15.66%
20109.06%-7.95%13.87%14.56%
2009-15.85%18.12%20.53%5.37%
2008-5.31%-0.37%2.34%-23.20%
20072.27%4.09%-6.70%-4.90%
200611.57%-2.70%4.44%7.41%
2005-7.09%2.61%-1.57%7.09%
20046.97%-1.61%-2.56%9.26%
2003-11.12%25.16%6.85%17.21%
200211.96%0.20%-21.71%1.69%
20013.40%12.66%-10.23%12.27%
200011.57%0.20%0.07%6.25%
1999-10.88%17.49%-8.03%10.18%
199812.41%-2.54%-17.59%11.49%
1997-2.50%13.85%26.58%-5.01%

Rank in category (by total return)

YTD65
1-month91
3-month91
1-year85
3-year98
5-year98

Load adjusted returns

1-year50.57%
3-year3.45%
5-year7.30%
10-year7.85%