William Blair Global Leaders Fund (WGFIX)
Under normal market conditions, the fund invests at least 80% of its total assets 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 companies of all sizes worldwide, that the Adviser believes have above-average growth, profitability and quality characteristics. Under normal market conditions, at least 40% of the fund's assets will be invested in companies located outside the United States.
Fund Info
US0930011137
093001113
Oct 14, 2007
$500,000
Large-Cap
Growth
Expense Ratio
WGFIX has an expense ratio of 0.90%, placing it in the medium range.
Share Price Chart
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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
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Returns By Period
William Blair Global Leaders Fund (WGFIX) returned 4.09% year-to-date (YTD) and -31.43% over the past 12 months. Over the past 10 years, WGFIX returned -1.04% annually, underperforming the S&P 500 benchmark at 10.78%.
WGFIX
4.09%
10.56%
-34.16%
-31.43%
-3.90%
-1.04%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of WGFIX, 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 | 4.28% | -2.50% | -5.76% | 2.42% | 6.06% | 4.09% | |||||||
| 2024 | 0.78% | 6.19% | 1.46% | -5.87% | 3.31% | 2.34% | -0.60% | 1.27% | 1.26% | -2.07% | 2.95% | -36.86% | -29.88% |
| 2023 | 8.02% | -2.01% | 4.88% | 2.23% | -0.20% | 4.70% | 1.07% | -3.69% | -5.45% | -3.23% | 10.14% | -0.92% | 15.26% |
| 2022 | -9.54% | -5.33% | 0.48% | -10.55% | -1.89% | -8.45% | 11.40% | -6.46% | -10.94% | 5.82% | 9.32% | -6.65% | -30.71% |
| 2021 | -2.06% | 2.34% | 0.80% | 6.52% | 1.06% | 2.00% | 3.61% | 3.49% | -6.16% | 6.26% | -5.07% | -1.98% | 10.36% |
| 2020 | -0.00% | -5.63% | -13.06% | 12.49% | 7.47% | 3.17% | 7.53% | 8.09% | -2.14% | -1.84% | 11.08% | -7.79% | 17.04% |
| 2019 | 9.15% | 3.67% | 2.08% | 4.68% | -6.27% | 6.69% | -0.00% | -2.31% | 0.81% | 3.29% | 3.90% | 2.28% | 30.72% |
| 2018 | 8.04% | -3.62% | -0.79% | 1.00% | 3.03% | -0.96% | 2.13% | 1.45% | -0.00% | -10.77% | 2.09% | -21.28% | -20.90% |
| 2017 | 4.13% | 1.65% | 1.87% | 2.87% | 2.33% | 0.53% | 3.02% | 0.59% | 3.06% | 3.04% | 2.95% | -2.14% | 26.49% |
| 2016 | -6.99% | -3.25% | 7.96% | 1.69% | 1.22% | -1.47% | 4.55% | 0.25% | 0.92% | -3.06% | -0.85% | 0.36% | 0.53% |
| 2015 | -0.51% | 5.60% | 0.40% | 1.04% | -0.24% | -1.35% | 1.05% | -7.40% | -2.41% | 8.90% | 0.24% | -6.15% | -1.87% |
| 2014 | -4.20% | 5.39% | -0.43% | -1.05% | 2.38% | 2.84% | -1.76% | 1.87% | -3.51% | 3.12% | 1.34% | -1.68% | 3.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WGFIX is 1, meaning it’s performing worse than 99% 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 Global Leaders Fund (WGFIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
William Blair Global Leaders Fund provided a 0.34% dividend yield over the last twelve months, with an annual payout of $0.04 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $0.01 | $0.01 | $0.00 | $0.00 | $0.06 | $0.06 | $0.14 | $0.03 | $0.04 | $0.02 |
Dividend yield | 0.34% | 0.35% | 0.05% | 0.07% | 0.00% | 0.02% | 0.42% | 0.50% | 0.97% | 0.28% | 0.35% | 0.14% |
Monthly Dividends
The table displays the monthly dividend distributions for William Blair Global 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 | $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 | $0.04 | $0.04 |
| 2023 | $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 |
| 2022 | $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 |
| 2021 | $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 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2016 | $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 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the William Blair Global 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 Global Leaders Fund was 59.33%, occurring on Nov 20, 2008. Recovery took 1078 trading sessions.
The current William Blair Global Leaders Fund drawdown is 46.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.33% | Nov 7, 2007 | 262 | Nov 20, 2008 | 1078 | Mar 8, 2013 | 1340 |
| -55.96% | Nov 9, 2021 | 856 | Apr 8, 2025 | — | — | — |
| -34.13% | Jul 26, 2018 | 417 | Mar 23, 2020 | 79 | Jul 15, 2020 | 496 |
| -23.67% | Apr 28, 2015 | 201 | Feb 11, 2016 | 302 | Apr 25, 2017 | 503 |
| -11.19% | Dec 17, 2020 | 29 | Jan 29, 2021 | 93 | Jun 14, 2021 | 122 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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