Nasdaq - Delayed Quote USD

William Blair Growth Fund (BGFIX)

11.94
+0.06
+(0.51%)
As of 8:09:15 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -5.09%
5y Average Return 13.08%
Number of Years Up 18
Number of Years Down 7
Best 1Y Total Return (May 22, 2025) 38.15%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 38.15%
Worst 3Y Total Return 3.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BGFIX
Category
YTD
-12.08%
12.38%
1-Month
0.36%
5.09%
3-Month
-14.53%
10.28%
1-Year
1.18%
41.70%
3-Year
9.29%
22.56%
5-Year
12.44%
21.98%
10-Year
11.92%
15.99%
Last Bull Market
17.85%
25.99%
Last Bear Market
-21.37%
-17.29%

Annual Total Return (%) History

Year
BGFIX
Category
2025
--
--
2024
22.21%
--
2023
38.15%
--
2022
-29.52%
--
2021
22.54%
--
2020
36.35%
35.86%
2019
32.32%
31.90%
2018
5.42%
-2.09%

2017
24.64%
27.67%
2016
-0.69%
3.23%
2015
5.69%
3.60%
2014
6.96%
10.00%
2013
35.43%
33.92%
2012
16.03%
15.34%
2011
-1.60%
-2.46%
2010
14.36%
15.53%
2009
39.34%
35.68%
2008
-37.35%
-40.67%
2007
13.59%
13.35%
2006
12.65%
7.05%
2005
10.09%
6.71%
2004
7.54%
7.81%
2003
24.14%
28.66%
2002
-25.71%
-27.64%
2001
-13.33%
-22.30%
2000
-7.27%
-13.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.40% -- -- --
2024 11.12% 2.47% 3.99% 3.21%
2023 12.71% 11.89% -2.73% 12.63%
2022 -8.99% -21.37% -5.62% 4.36%
2021 4.47% 8.42% 2.14% 5.92%
2020 -14.22% 25.80% 9.72% 15.16%
2019 16.76% 5.00% 0.79% 7.08%
2018 6.43% 6.12% 8.85% -14.25%
2017 6.86% 4.23% 4.42% 7.17%
2016 -3.33% 1.61% 2.19% -1.06%

2015 3.67% -0.47% -4.30% 7.02%
2014 -0.39% 4.06% -1.92% 5.21%
2013 10.25% 1.37% 8.46% 11.72%
2012 14.67% -4.84% 6.97% -0.60%
2011 5.55% 0.32% -15.48% 9.95%
2010 5.57% -12.86% 11.15% 11.85%
2009 -2.31% 20.61% 11.20% 6.35%
2008 -9.23% 2.47% -10.11% -25.07%
2007 3.09% 4.91% 6.50% -1.38%
2006 7.12% -4.29% 2.54% 7.16%
2005 -3.78% 3.36% 5.29% 5.14%
2004 0.79% -0.79% -2.48% 10.27%
2003 -6.65% 17.41% 4.94% 7.92%
2002 1.46% -16.14% -19.03% 7.84%
2001 -16.60% 7.42% -17.74% 17.62%
2000 5.27% 0.19% 1.93% -13.75%

Rank in Category (By Total Return)

YTD 97
1-Month 81
3-Month 97
1-Year 98
3-Year 90
5-Year 78

Load Adjusted Returns

1-Year 1.18%
3-Year 9.29%
5-Year 12.44%
10-Year 11.92%

Performance & Risk

YTD Return -5.09%
5y Average Return 13.08%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family William Blair
Net Assets 206.3M
YTD Return -12.08%
Yield 0.00%
Morningstar Rating
Inception Date May 02, 2019

Fund Summary

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 U.S. 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.

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