William Blair Growth Fund (WBGSX)
The fund 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), of domestic growth companies of all sizes that are expected to exhibit quality growth characteristics. It invests primarily in equity securities issued by companies that typically have market capitalizations no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell 3000 Index.
Fund Info
US0930011053
093001105
Mar 20, 1946
$2,500
Large-Cap
Growth
Expense Ratio
WBGSX has a high expense ratio of 1.20%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in William Blair Growth 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 Growth Fund had a return of 1.02% year-to-date (YTD) and -12.68% in the last 12 months. Over the past 10 years, William Blair Growth Fund had an annualized return of -4.50%, while the S&P 500 had an annualized return of 11.26%, indicating that William Blair Growth Fund did not perform as well as the benchmark.
WBGSX
1.02%
-2.09%
-19.49%
-12.68%
-2.49%
-4.50%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of WBGSX, 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 | 2.84% | 1.02% | |||||||||||
| 2024 | 2.78% | 6.12% | 1.70% | -4.37% | 3.69% | 3.28% | -0.27% | 1.73% | 2.42% | -1.31% | 7.08% | -27.36% | -9.38% |
| 2023 | 9.56% | -2.53% | 5.42% | 1.68% | 3.19% | 6.50% | 3.30% | -1.26% | -4.61% | -2.57% | 10.86% | -7.71% | 22.01% |
| 2022 | -8.64% | -2.69% | 2.29% | -11.92% | -2.75% | -8.26% | 12.09% | -5.39% | -11.06% | 5.15% | 5.73% | -10.17% | -32.68% |
| 2021 | -1.26% | 4.54% | 1.13% | 5.67% | -1.71% | 4.30% | 2.85% | 3.55% | -4.17% | 7.38% | -2.46% | -12.39% | 5.92% |
| 2020 | 1.90% | -6.13% | -10.40% | 13.33% | 8.06% | 2.62% | 6.68% | 6.81% | -3.71% | -2.15% | 11.07% | -8.15% | 17.99% |
| 2019 | 8.34% | 3.85% | 3.71% | 3.47% | -4.19% | 5.79% | 2.48% | -0.71% | -1.02% | 1.23% | 3.14% | -7.17% | 19.47% |
| 2018 | 7.50% | -0.27% | -0.82% | 1.92% | 3.32% | 0.70% | 2.59% | 5.72% | 0.32% | -7.62% | 3.01% | -34.03% | -22.98% |
| 2017 | 2.80% | 2.73% | 1.16% | 2.95% | 2.71% | -1.55% | 1.97% | 0.39% | 2.00% | 3.47% | 3.79% | -27.83% | -9.99% |
| 2016 | -7.75% | -1.47% | 6.33% | 0.08% | 2.81% | -1.37% | 4.40% | -1.87% | -0.32% | -1.91% | 0.33% | -7.54% | -8.87% |
| 2015 | -3.03% | 7.00% | -0.21% | -0.21% | 1.00% | -1.27% | 3.51% | -5.81% | -1.91% | 6.74% | 0.98% | -13.00% | -7.60% |
| 2014 | -1.96% | 4.28% | -2.71% | -1.97% | 2.08% | 3.94% | -3.01% | 4.04% | -2.91% | 3.27% | 2.20% | -14.35% | -8.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WBGSX is 2, meaning it’s performing worse than 98% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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 Growth Fund (WBGSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Growth 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 Growth Fund was 72.76%, occurring on Mar 9, 2009. The portfolio has not yet recovered.
The current William Blair Growth Fund drawdown is 59.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.76% | Sep 5, 2000 | 2132 | Mar 9, 2009 | — | — | — |
| -41.16% | Aug 24, 1987 | 883 | Jan 9, 1991 | 1158 | Jun 19, 1995 | 2041 |
| -29.29% | Jul 21, 1998 | 58 | Oct 8, 1998 | 189 | Jun 30, 1999 | 247 |
| -23.5% | Jul 3, 1986 | 121 | Dec 18, 1986 | 167 | Aug 10, 1987 | 288 |
| -16.68% | Mar 28, 2000 | 14 | Apr 14, 2000 | 44 | Jun 19, 2000 | 58 |
Volatility
Volatility Chart
The current William Blair Growth Fund volatility is 4.08%, 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.