William Blair Small-Mid Cap Growth Fund (WSMDX)
Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of small capitalized ("small cap") and medium capitalized ("mid cap") companies. 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), of small cap and mid cap domestic growth companies that are expected to exhibit quality growth characteristics.
Fund Info
US0930012952
093001295
Dec 29, 2003
$500,000
Mid-Cap
Growth
Expense Ratio
WSMDX has a high expense ratio of 1.10%, 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 Small-Mid Cap 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 Small-Mid Cap Growth Fund had a return of -1.06% year-to-date (YTD) and -1.06% in the last 12 months. Over the past 10 years, William Blair Small-Mid Cap Growth Fund had an annualized return of 3.82%, while the S&P 500 had an annualized return of 11.09%, indicating that William Blair Small-Mid Cap Growth Fund did not perform as well as the benchmark.
WSMDX
-1.06%
-16.32%
-1.27%
-1.06%
0.73%
3.82%
^GSPC (Benchmark)
0.00%
-2.50%
6.76%
23.31%
12.57%
11.09%
Monthly Returns
The table below presents the monthly returns of WSMDX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.87% | 9.47% | 1.38% | -7.98% | 3.28% | -2.08% | 6.14% | 0.79% | 1.70% | -1.57% | 8.96% | -1.06% | |
| 2023 | 10.61% | -2.69% | -2.08% | -0.55% | -1.25% | 8.02% | 2.31% | -3.21% | -5.23% | -6.80% | 9.47% | 1.98% | 9.19% |
| 2022 | -12.53% | 2.04% | 1.42% | -11.45% | -3.05% | -8.01% | 11.12% | -3.37% | -7.84% | 7.49% | 6.44% | -7.79% | -25.37% |
| 2021 | 1.05% | 4.59% | -1.56% | 4.49% | -3.88% | 3.51% | 0.24% | 1.94% | -3.30% | 6.26% | -5.76% | -7.66% | -1.17% |
| 2020 | 0.85% | -5.95% | -15.98% | 13.67% | 10.92% | 0.29% | 4.56% | 5.34% | -1.64% | 0.34% | 13.53% | 4.65% | 30.16% |
| 2019 | 9.72% | 6.59% | 0.12% | 4.29% | -4.48% | 6.71% | 2.62% | 0.21% | -1.98% | 0.07% | 4.47% | -6.96% | 22.02% |
| 2018 | 5.35% | -1.74% | 1.70% | -0.04% | 3.77% | 1.57% | 1.51% | 7.73% | -0.81% | -9.98% | 2.57% | -18.65% | -9.64% |
| 2017 | 2.40% | 4.24% | 1.97% | 3.21% | 1.60% | 1.75% | 0.77% | 1.28% | 2.99% | 2.78% | 3.03% | -5.41% | 22.28% |
| 2016 | -7.58% | -1.80% | 7.04% | 2.25% | 2.30% | -0.51% | 4.16% | -0.94% | -0.30% | -3.80% | 6.02% | -1.96% | 4.00% |
| 2015 | -1.70% | 7.36% | 1.91% | -1.34% | 1.85% | 0.91% | 2.08% | -5.20% | -3.57% | 3.45% | 1.57% | -7.00% | -0.57% |
| 2014 | -2.43% | 5.19% | -1.46% | -2.61% | 0.21% | 3.56% | -2.63% | 4.00% | -3.75% | 5.86% | 2.30% | -7.24% | 0.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WSMDX is 12, meaning it’s performing worse than 88% 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 Small-Mid Cap Growth Fund (WSMDX) 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 Small-Mid Cap 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 Small-Mid Cap Growth Fund was 57.39%, occurring on Nov 20, 2008. Recovery took 561 trading sessions.
The current William Blair Small-Mid Cap Growth Fund drawdown is 32.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.39% | Oct 10, 2007 | 282 | Nov 20, 2008 | 561 | Feb 14, 2011 | 843 |
| -42.38% | Nov 8, 2021 | 153 | Jun 16, 2022 | — | — | — |
| -39.11% | Sep 17, 2018 | 381 | Mar 23, 2020 | 100 | Aug 13, 2020 | 481 |
| -25.9% | Jul 8, 2011 | 61 | Oct 3, 2011 | 398 | May 7, 2013 | 459 |
| -25.4% | Aug 6, 2015 | 131 | Feb 11, 2016 | 286 | Mar 31, 2017 | 417 |
Volatility
Volatility Chart
The current William Blair Small-Mid Cap Growth Fund volatility is 12.50%, 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.