William Blair Emerging Markets Leaders Fund (WBELX)
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in emerging markets securities. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by emerging market companies of all sizes, that the Adviser believes have above-average growth, profitability and quality characteristics. Under normal market conditions, the fund typically holds a limited number of securities (i.e., 50-80 securities).
Fund Info
US9692514048
969251404
Mar 25, 2008
$500,000
Large-Cap
Growth
Expense Ratio
WBELX has a high expense ratio of 1.05%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in William Blair Emerging Markets Leaders Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
William Blair Emerging Markets Leaders Fund had a return of 3.89% year-to-date (YTD) and 10.23% in the last 12 months. Over the past 10 years, William Blair Emerging Markets Leaders Fund had an annualized return of 0.89%, while the S&P 500 had an annualized return of 11.26%, indicating that William Blair Emerging Markets Leaders Fund did not perform as well as the benchmark.
WBELX
3.89%
2.78%
3.81%
10.23%
-1.26%
0.89%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of WBELX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.30% | 3.89% | |||||||||||
| 2024 | -4.22% | 4.41% | 0.80% | -1.92% | 1.96% | 3.62% | -0.66% | 2.86% | 5.13% | -3.26% | -2.31% | -0.18% | 5.85% |
| 2023 | 7.93% | -6.24% | 2.73% | -2.54% | -0.71% | 4.06% | 2.18% | -5.28% | -3.80% | -4.44% | 9.94% | 3.64% | 6.14% |
| 2022 | -4.24% | -5.44% | 0.29% | -9.14% | -1.50% | -5.65% | -0.23% | 0.69% | -9.05% | -0.75% | 10.53% | -4.48% | -26.57% |
| 2021 | 3.54% | 0.73% | -3.90% | 1.20% | 2.08% | 0.29% | -7.76% | 3.46% | -4.26% | 1.11% | -6.12% | -4.83% | -14.29% |
| 2020 | -2.47% | -4.39% | -18.86% | 11.43% | 3.72% | 9.46% | 13.11% | 2.63% | -1.63% | 1.91% | 6.23% | 6.85% | 26.46% |
| 2019 | 8.71% | 1.45% | 3.07% | 2.98% | -6.20% | 6.50% | -0.93% | -1.57% | 1.91% | 4.27% | 0.10% | 5.67% | 28.16% |
| 2018 | 6.40% | -4.24% | -1.24% | -2.15% | -2.20% | -3.18% | 1.35% | -3.91% | -2.28% | -9.35% | 5.72% | -11.18% | -24.48% |
| 2017 | 6.48% | 2.03% | 2.92% | 2.95% | 3.20% | 1.28% | 7.29% | 2.16% | 1.06% | 1.72% | 0.94% | 3.69% | 41.89% |
| 2016 | -6.46% | -2.49% | 11.47% | -0.13% | -1.27% | 4.38% | 2.35% | 2.29% | 1.42% | -0.12% | -7.45% | -0.87% | 1.82% |
| 2015 | 1.98% | -0.11% | 0.22% | 4.75% | -3.19% | -2.34% | -5.55% | -9.11% | -2.92% | 6.80% | -1.47% | -3.54% | -14.48% |
| 2014 | -7.69% | 6.78% | 1.45% | 0.55% | 3.06% | 2.65% | 0.52% | 2.57% | -5.31% | 3.49% | -0.20% | -6.74% | 0.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WBELX is 35, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for William Blair Emerging Markets Leaders Fund (WBELX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
William Blair Emerging Markets Leaders Fund provided a 0.24% dividend yield over the last twelve months, with an annual payout of $0.02 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.02 | $0.02 | $0.07 | $0.00 | $0.06 | $0.02 | $0.08 | $0.12 | $0.07 | $0.01 | $0.03 | $0.02 |
Dividend yield | 0.24% | 0.25% | 0.78% | 0.00% | 0.49% | 0.17% | 0.72% | 1.41% | 0.67% | 0.14% | 0.32% | 0.24% |
Monthly Dividends
The table displays the monthly dividend distributions for William Blair Emerging Markets Leaders Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2014 | $0.02 | $0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the William Blair Emerging Markets Leaders Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the William Blair Emerging Markets Leaders Fund was 49.28%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current William Blair Emerging Markets Leaders Fund drawdown is 35.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.28% | Feb 17, 2021 | 426 | Oct 24, 2022 | — | — | — |
| -38.01% | Jan 29, 2018 | 541 | Mar 23, 2020 | 109 | Aug 26, 2020 | 650 |
| -35.88% | Nov 9, 2010 | 1307 | Jan 21, 2016 | 413 | Sep 11, 2017 | 1720 |
| -13.97% | Apr 12, 2010 | 29 | May 20, 2010 | 48 | Jul 29, 2010 | 77 |
| -13.46% | Jan 7, 2010 | 22 | Feb 8, 2010 | 37 | Apr 1, 2010 | 59 |
Volatility
Volatility Chart
The current William Blair Emerging Markets Leaders Fund volatility is 3.57%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.