WSMDX
William Blair Small/MidCap Growth-I
$28.36
-0.23 (-0.80%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 1843.854M |
| 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 | 28.36 |
| Price Yesterday | 28.59 |
| Market Cap | 1,843.85 |
| YTD Return | 0.25% |
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 | 1,843.85M |
| Shares Outstanding | 65.02M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 7.87% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.87% |
Returns Annualized
| One Day | -86.96% |
|---|---|
| Five Days | 1.80% |
| One Months | -13.20% |
| Three Months | -21.41% |
| Six Months | 5.53% |
| Nine Months | 20.12% |
| One Year | 7.64% |
| Three Years | -3.22% |
| Five Years | 6.37% |
| Ten Years | 10.01% |
| YTD | 0.48% |
| Since Inception | 10.29% |
Returns Total
| One Day | -0.80% |
|---|---|
| Five Days | 0.04% |
| One Month | -1.12% |
| Three Months | -5.75% |
| Six Months | 2.68% |
| Nine Months | 14.55% |
| One Year | 7.63% |
| Three Years | -9.31% |
| Five Years | 36.09% |
| Ten Years | 159.09% |
| YTD | 0.25% |
| Since Inception | 559.84% |
Yearly Returns
| 2024 | 0.25% |
|---|---|
| 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 | -22.13% |
|---|---|
| Beta | 1.05 |
| Correlation | 70.63% |
| Downside Deviation | 4.08% |
| Coefficient of determination | 49.88% |
| Standard Deviation | 4.76% |
| Sharpe Ratio | -1.28 |
| Sortino | -5.16 |
| Treynor | 2.16 |
| Ulcer Index | 6.26 |
| Ulcer Performance Index | -3.37 |