Nasdaq - Delayed Quote USD

William Blair Emerging Mkts Ldrs R6 (WELIX)

9.94
0.00
(0.00%)
At close: 8:04:33 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.58%
5y Average Return 4.45%
Number of Years Up 10
Number of Years Down 6
Best 1Y Total Return (May 20, 2025) 42.15%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 42.15%
Worst 3Y Total Return -9.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WELIX
Category
YTD
1.52%
8.73%
1-Month
1.30%
1.20%
3-Month
0.21%
5.47%
1-Year
8.65%
41.79%
3-Year
0.87%
11.48%
5-Year
3.48%
12.18%
10-Year
2.09%
4.39%
Last Bull Market
7.27%
17.73%
Last Bear Market
-15.47%
-25.55%

Annual Total Return (%) History

Year
WELIX
Category
2025
--
--
2024
5.92%
--
2023
6.22%
--
2022
-25.86%
--
2021
-7.35%
--
2020
27.50%
17.90%
2019
28.45%
19.25%
2018
-17.46%
-16.07%

2017
42.15%
34.17%
2016
1.74%
8.47%
2015
-14.24%
-13.79%
2014
2.68%
-3.01%
2013
-0.46%
-0.14%
2012
20.97%
18.15%
2011
-19.30%
-19.86%
2010
23.84%
19.26%
2009
78.93%
73.81%
2008
--
-54.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.22% -- -- --
2024 0.80% 3.63% 7.55% -5.71%
2023 3.97% 0.81% -6.89% 8.84%
2022 -9.19% -15.47% -8.75% 5.83%
2021 0.23% 3.69% -8.64% -2.42%
2020 -24.26% 26.38% 14.21% 16.62%
2019 13.68% 2.88% -0.52% 10.41%
2018 0.63% -7.35% -4.84% -6.98%
2017 11.83% 7.74% 10.77% 6.51%
2016 1.68% 2.92% 6.17% -8.44%

2015 2.21% -1.08% -16.68% 1.81%
2014 0.00% 6.37% -2.27% -1.23%
2013 0.76% -8.11% 4.24% 3.14%
2012 16.34% -7.98% 6.72% 5.89%
2011 -2.80% 0.50% -20.57% 4.02%
2010 2.37% -4.29% 22.03% 3.57%
2009 1.88% 33.68% 19.82% 9.65%
2008 -3.60% -29.25% -29.77% --

Rank in Category (By Total Return)

YTD 77
1-Month 43
3-Month 80
1-Year 32
3-Year 92
5-Year 90

Load Adjusted Returns

1-Year 8.65%
3-Year 0.87%
5-Year 3.48%
10-Year 2.09%

Performance & Risk

YTD Return 7.58%
5y Average Return 4.45%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family William Blair
Net Assets 162.96M
YTD Return 1.52%
Yield 0.30%
Morningstar Rating
Inception Date Mar 26, 2008

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in emerging markets securities. 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), issued by emerging market companies of all sizes, that the Adviser believes have above-average growth, profitability and quality characteristics. Under normal market conditions, the fund typically holds a limited number of securities (i.e., 50-80 securities).

Related Tickers