Find A Portfolio/Ticker
Comparison Box
WBSNX: WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info 26.47 0.01(0.04%) May 20
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 04/24/2000 |
| Last Dividend Date: | 12/12/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.24% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/24/2000 |
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(%) | 0.2 | -8.6 | -9.4 | 3.6 | 2.1 | 4.7 | 7.4 | 6.5 | 8.2 | 5.9 | 14.0 | -24.7 | -7.5 | 24.3 | 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 | -0.79 | -0.58 | -0.03 | -0.02 | 0.12 | NA | NA | 0.29 | -0.03 | 0.54 | -0.82 | -0.24 | 0.61 | 1.38 | -0.21 | 2.34 | 1.06 | -0.29 | 0.18 | 3.83 | 1.07 | -0.43 | 0.72 | 2.21 | -1.24 | -0.32 | 0.73 | -0.08 | 1.62 | 3.49 | -0.8 | 0.97 | 0.17 |
| Draw Down(%) | NA | 24.8 | 33.7 | 33.7 | 49.1 | 49.1 | NA | NA | 62.5 | 16.8 | 16.4 | 32.0 | 30.0 | 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 | 30.4 | 27.0 | 24.5 | 27.0 | 24.3 | NA | NA | 23.4 | 23.0 | 18.0 | 32.0 | 31.6 | 39.4 | 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 | -0.26 | -0.16 | -0.01 | -0.01 | 0.03 | NA | NA | 0.07 | -0.01 | 0.11 | -0.27 | -0.07 | 0.25 | 0.23 | -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 | 0.28 | 0.07 |
| Alpha | NA | -0.07 | -0.06 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | -0.03 | -0.02 | 0.01 | -0.05 | -0.03 | -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 | 0.93 | 0.96 | 0.95 | 0.97 | 0.96 | NA | NA | 0.91 | 1.03 | 0.89 | 0.96 | 1.1 | 0.96 | 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 | 0.97 | 0.79 | 0.88 | 0.78 | 0.85 | NA | NA | 0.87 | 0.72 | 0.92 | 0.96 | 0.59 | 0.87 | 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 | 0.0 | 0.0 | 0.0 | 4.6 | 7.5 | 6.5 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | N/A | N/A | -100.0 | -100.0 | -28.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -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 04/24/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 0.11% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 0.11% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 0.17% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 0.74% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 0.73% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 0.15% (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 0.23% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 0.77% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 0.98% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 0.19% (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 0.23% (99%)
- IWO (iShares Russell 2000 Growth ETF) 0.27% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 0.20% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 0.15% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 0.28% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 0.43% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 0.19% (23%)
Latest Articles Related to WBSNX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
