Nasdaq - Delayed Quote • USD
William Blair International Sm Cap Gr I (WISIX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.25% |
| 5y Average Return | 2.99% |
| Number of Years Up | 12 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 26, 2024) | 57.51% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 57.51% |
| Worst 3Y Total Return | -6.06% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WISIX
Category
- YTD
- -1.05%
- 7.70%
- 1-Month
- 0.33%
- 0.28%
- 3-Month
- -1.05%
- 7.17%
- 1-Year
- 5.82%
- 42.00%
- 3-Year
- -5.64%
- 13.14%
- 5-Year
- 4.71%
- 14.91%
- 10-Year
- 3.11%
- 9.64%
- Last Bull Market
- 40.88%
- 19.05%
- Last Bear Market
- -22.96%
- -21.47%
Annual Total Return (%) History
Year
WISIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -1.05% | -- | -- | -- |
| 2023 | 7.25% | 1.45% | -7.67% | 14.17% |
| 2022 | -20.65% | -22.96% | -6.91% | 14.25% |
| 2021 | -2.38% | 10.03% | 3.58% | -0.09% |
| 2020 | -25.04% | 29.48% | 13.56% | 17.06% |
| 2019 | 12.82% | 5.43% | -1.45% | 14.49% |
| 2018 | -0.64% | -3.47% | -2.47% | -19.07% |
| 2017 | 8.00% | 8.19% | 8.29% | 4.87% |
| 2016 | -2.12% | -2.02% | 7.26% | -7.07% |
| 2015 | 4.17% | 2.72% | -4.19% | 7.29% |
| 2014 | 1.48% | 0.06% | -7.40% | -2.26% |
| 2013 | 7.73% | -0.62% | 12.04% | 5.13% |
| 2012 | 13.00% | -5.95% | 7.88% | 5.62% |
| 2011 | 3.03% | 2.58% | -18.29% | 2.09% |
| 2010 | 4.29% | -6.22% | 17.15% | 10.17% |
| 2009 | -5.85% | 32.80% | 20.62% | 4.44% |
| 2008 | -7.57% | 0.46% | -26.21% | -29.31% |
| 2007 | 7.08% | 6.89% | 1.24% | -2.19% |
| 2006 | 14.16% | -4.79% | 0.91% | 10.03% |
Rank in Category (By Total Return)
| YTD | 82 |
| 1-Month | 86 |
| 3-Month | 82 |
| 1-Year | 78 |
| 3-Year | 76 |
| 5-Year | 49 |
Load Adjusted Returns
| 1-Year | 5.82% |
| 3-Year | -5.64% |
| 5-Year | 4.71% |
| 10-Year | 3.11% |
Performance & Risk
| YTD Return | -5.25% |
| 5y Average Return | 2.99% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Small/Mid Growth |
| Fund Family | William Blair |
| Net Assets | 235.24M |
| YTD Return | -1.05% |
| Yield | 0.89% |
| Morningstar Rating | |
| Inception Date | Nov 01, 2005 |
Fund Summary
The fund normally invests at least 80% of its net assets in stocks of small capitalization ("small cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, issued by foreign small cap companies, that the adviser believes have above-average growth, profitability and quality characteristics. The fund's investments are normally allocated among at least six different countries and no more than 50% of the fund's equity holdings may be invested in securities of issuers in one country at any given time.
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