WSMDX
William Blair Small/MidCap Growth-I
$30.69
0.38 (1.25%)
Currency in USD / Last Updated: 3/27/2024
Category | MidCap Growth |
---|---|
Market Cap | 2027.618M |
52 Week High | 30.94 |
52 Week Low | 23.201 |
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Key Data
Symbol | WSMDX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 30.69 |
Price Yesterday | 30.31 |
Market Cap | 2,027.62 |
YTD Return | 8.48% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 500000 |
Redeption Fee | 0 |
Prospectus | 0.0099 |
Overview
52 Week High | 30.94 |
---|---|
52 Week Low | 23.20 |
Market Cap | 2,027.62M |
Shares Outstanding | 66.07M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 7.28% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 7.28% |
Returns Annualized
One Day | 2,216.93% |
---|---|
Five Days | 34.55% |
One Months | 28.29% |
Three Months | 33.05% |
Six Months | 51.86% |
Nine Months | 23.03% |
One Year | 25.54% |
Three Years | 1.10% |
Five Years | 10.08% |
Ten Years | 11.04% |
YTD | 40.82% |
Since Inception | 10.91% |
Returns Total
One Day | 1.25% |
---|---|
Five Days | 0.59% |
One Month | 2.10% |
Three Months | 7.27% |
Six Months | 23.00% |
Nine Months | 16.80% |
One Year | 25.52% |
Three Years | 3.34% |
Five Years | 61.48% |
Ten Years | 184.27% |
YTD | 8.48% |
Since Inception | 614.05% |
Yearly Returns
2024 | 8.48% |
---|---|
2023 | 17.93% |
2022 | -22.92% |
2021 | 8.55% |
2020 | 32.35% |
2019 | 30.77% |
2018 | -2.06% |
2017 | 28.89% |
2016 | 6.73% |
2015 | 4.74% |
Risk against SP-DA
Alpha | -15.54% |
---|---|
Beta | 1.24 |
Correlation | 87.59% |
Downside Deviation | 4.09% |
Coefficient of determination | 76.73% |
Standard Deviation | 4.77% |
Sharpe Ratio | -0.52 |
Sortino | -2.09 |
Treynor | 16.32 |
Ulcer Index | 5.28 |
Ulcer Performance Index | -1.62 |