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 Dow Up0.36% Nasdaq Up0.71%

William Blair Small Cap Value N (WBVDX)

17.70 Up 0.09(0.51%) Jul 22

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:2.95%
5-Year Average Return:20.01%
Number of Years Up:13
Number of Years Down:4
Best 1 Yr Total Return (2003-12-31):39.31%
Worst 1 Yr Total Return (2008-12-31):-25.85%
Best 3-Yr Total Return (N/A):16.19%
Worst 3-Yr Total Return (N/A):-5.16%
Load Adjusted Returns 
1-Year:21.62%
3-Year:13.57%
5-Year:20.01%
10-Year:8.49%
Trailing Returns (%) vs. Benchmarks 
ReturnWBVDXCategoryDiffIndex*Diff
Year To Date2.95N/AN/AN/AN/A
1-Month3.77N/AN/AN/AN/A
3-Month1.74N/AN/AN/AN/A
1-Year21.62N/AN/AN/AN/A
3-Year13.57N/AN/AN/AN/A
5-Year20.01N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)25.38N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-24.30N/AN/AN/AN/A
Annual Total Return (%) History () 
YearWBVDXCategoryDiff
2014N/AN/AN/A
2013
 
38.91N/AN/A
2012
 
12.49N/AN/A
2011
 
-6.95N/AN/A
2010
 
30.94N/AN/A
2009
 
26.24N/AN/A
2008
 
-25.85N/AN/A
2007
 
-5.54N/AN/A
2006
 
21.78N/AN/A
2005
 
0.49N/AN/A
2004
 
12.05N/AN/A
2003
 
39.31N/AN/A
2002
 
-10.70N/AN/A
2001
 
17.39N/AN/A
2000
 
18.85N/AN/A
1999
 
6.10N/AN/A
1998
 
0.66N/AN/A
1997
 
33.46N/AN/A
Past Quarterly Returns (%) for WBVDX 
Q1Q2Q3Q4
20141.191.74N/AN/A
201313.483.628.668.72
20129.79-3.943.403.15
20114.30-2.03-21.2715.66
20109.06-7.9513.8714.56
2009-15.8518.1220.535.37
2008-5.31-0.372.34-23.20
20072.274.09-6.70-4.90
200611.57-2.704.447.41
2005-7.092.61-1.577.09
20046.97-1.61-2.569.26
2003-11.1225.166.8517.21
200211.960.20-21.711.69
20013.4012.66-10.2312.27
200011.570.200.076.25
1999-10.8817.49-8.0310.18
199812.41-2.54-17.5911.49
1997-2.5013.8526.58-5.01
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date86N/A
1-Month73N/A
3-Month81N/A
6-Month86N/A
1-Year78N/A
3-Year72N/A
5-Year57N/A