WBVDX - William Blair Small Cap Value Fund Class N

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return12.30%
5-Year Average Return6.25%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)38.91%
Worst 1 Yr Total Return (Feb 3, 2019)-25.85%
Best 3-Yr Total Return38.91%
Worst 3-Yr Total Return-5.16%

Trailing Returns (%) Vs. Benchmarks

ReturnWBVDXCategory
YTD9.18%8.21%
1-Month-7.44%-7.85%
3-Month-6.33%-6.65%
1-Year-9.08%-9.37%
3-Year5.51%7.53%
5-Year4.34%5.08%
10-Year11.22%12.02%
Last Bull Market25.38%27.52%
Last Bear Market-24.30%-23.98%

Annual Total Return (%) History

Year
WBVDXCategory
2019
N/AN/A
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
201913.10%N/AN/AN/A
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)

YTD41
1-Month37
3-Month41
1-Year48
3-Year81
5-Year71

Load Adjusted Returns

1-Year-9.08%
3-Year5.51%
5-Year4.34%
10-Year11.22%