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WBSNX: WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info 30.66 1.09(3.43%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 04/24/2000 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 9.77% |
| Expenses | 1.24% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 12.7 | 27.1 | 14.0 | 5.0 | 13.1 | 12.0 | 9.3 | 10.9 | 2.8 | 19.1 | 16.1 | -21.7 | 12.2 | 38.5 | 22.3 | -2.4 | 26.5 | 18.9 | -4.5 | 2.9 | 52.6 | 18.1 | -13.3 | 16.2 | 69.6 | -46.9 | -2.1 | 14.1 | 1.1 | 27.3 | 61.9 | -17.3 | 26.1 | 6.4 |
| Sharpe Ratio | NA | 1.7 | 1.44 | 0.59 | 0.13 | 0.51 | NA | NA | 0.42 | 0.0 | 0.78 | 0.69 | -0.74 | 0.55 | 1.0 | 1.37 | -0.22 | 2.33 | 1.06 | -0.29 | 0.18 | 3.83 | 1.07 | -0.43 | 0.72 | 2.21 | -1.25 | -0.33 | 0.72 | -0.09 | 1.61 | 3.49 | -0.8 | 0.96 | 0.17 |
| Draw Down(%) | NA | 12.8 | 12.8 | 25.5 | 38.3 | 39.2 | NA | NA | 62.5 | 24.8 | 10.7 | 16.4 | 32.0 | 15.1 | 39.2 | 8.7 | 26.7 | 5.2 | 16.9 | 16.1 | 12.6 | 4.6 | 12.8 | 30.0 | 23.7 | 22.3 | 57.2 | 16.6 | 14.9 | 14.2 | 15.7 | 12.1 | 31.4 | 25.2 | 31.1 |
| Standard Deviation(%) | NA | 21.6 | 19.9 | 21.0 | 23.2 | 22.8 | NA | NA | 22.6 | 23.7 | 19.7 | 18.1 | 31.4 | 22.1 | 38.3 | 15.1 | 17.3 | 11.1 | 17.7 | 15.8 | 15.9 | 13.7 | 17.1 | 31.2 | 22.4 | 31.4 | 38.3 | 16.1 | 15.0 | 13.9 | 16.3 | 17.5 | 23.0 | 25.0 | 29.9 |
| Treynor Ratio | NA | 0.4 | 0.3 | 0.13 | 0.03 | 0.12 | NA | NA | 0.11 | 0.0 | 0.15 | 0.14 | -0.24 | 0.12 | 0.39 | 0.22 | -0.04 | 0.26 | 0.19 | -0.05 | 0.03 | 0.59 | 0.19 | -0.14 | 0.18 | 0.75 | -0.55 | -0.06 | 0.13 | -0.01 | 0.32 | 0.73 | -0.21 | 0.27 | 0.07 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | NA | NA | 0.01 | -0.02 | 0.01 | -0.01 | 0.03 | 0.03 | 0.01 | -0.02 | 0.01 | 0.02 | 0.03 | -0.01 | 0.0 | 0.05 | 0.0 | -0.05 | -0.04 | 0.08 | -0.08 | -0.04 | 0.01 | -0.03 | 0.05 | 0.07 | -0.02 | 0.1 | 0.03 |
| Beta | NA | 0.91 | 0.95 | 0.95 | 0.95 | 0.95 | NA | NA | 0.91 | 0.95 | 1.02 | 0.9 | 0.95 | 1.0 | 0.97 | 0.93 | 0.87 | 1.0 | 0.98 | 0.94 | 0.96 | 0.9 | 0.96 | 0.95 | 0.91 | 0.93 | 0.86 | 0.83 | 0.85 | 0.88 | 0.83 | 0.84 | 0.86 | 0.88 | 0.76 |
| RSquared | NA | 0.86 | 0.85 | 0.92 | 0.94 | 0.93 | NA | NA | 0.91 | 0.93 | 0.93 | 0.93 | 0.98 | 0.9 | 0.94 | 0.93 | 0.94 | 0.85 | 0.93 | 0.89 | 0.89 | 0.89 | 0.92 | 0.97 | 0.94 | 0.94 | 0.95 | 0.9 | 0.92 | 0.89 | 0.88 | 0.87 | 0.88 | 0.79 | 0.71 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.8 | 13.2 | 2.1 | 3.1 | 19.8 | 13.8 | 2.8 | 12.1 | 19.8 | 6.8 | 7.9 | 17.2 | 24.5 | 0.5 | 0.0 | 0.0 | 0.0 | 2.6 | 6.0 | 7.1 | 9.1 | 9.1 | 2.6 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -28.8 | 612.0 | -50.6 | -84.9 | 74.8 | 494.1 | -80.3 | -34.6 | 237.5 | -25.7 | -61.1 | -13.3 | 5701.0 | N/A | N/A | N/A | -100.0 | -61.4 | -10.6 | -25.8 | 14.6 | 453.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2000
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