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Wm. Blair Funds Growth Fund Cl N: (MF: WBGSX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 04:24 PM ET
$6.41 USD
+0.16 (2.56%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.24 | 66 |
| 3 months | -0.61 | 78 |
| 6 months | 6.48 | 63 |
| 1 Year | 10.24 | 66 |
| 3 Year | 22.78 | 28 |
| 5 Year | 9.72 | 60 |
| 10 Year | 13.95 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 111.77 |
| Bear Market (10/07 - 2/09) | -47.18 |
| Bull Market (2/09 - 3/21) | 988.60 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 10.24 |
| 5 Year | 9.72 |
| 10 Year | 13.95 |
| Since Inception | 9.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.51 | 18.33 | 7.14 | -0.61 |
| 2024 | 10.92 | 2.41 | 3.90 | 3.19 |
| 2023 | 12.57 | 11.73 | -2.70 | 12.60 |
| 2022 | -9.06 | -21.41 | -5.68 | 4.44 |
| 2021 | 4.39 | 8.33 | 2.06 | 5.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.24 | 21.80 | 37.82 | -29.60 | 22.08 | 35.97 | 31.97 | 5.10 | 24.32 | -0.94 |
| % Total Return Rel to Index | -7.97 | -3.21 | 11.57 | -11.40 | -6.60 | 17.57 | 0.48 | 9.49 | 2.52 | -12.88 |
| % Total Return Rel to Peer | -2.47 | 2.41 | 14.82 | -9.90 | 0.02 | 16.05 | 3.54 | 11.96 | 3.64 | -8.76 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 2.00 | 2.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 2.95 | 3.03 | 1.24 | 0.37 | 1.75 | 1.68 | 0.97 | 3.07 | 3.90 | 1.01 |
| Expense Ratio | 1.20 | 1.20 | 1.20 | 1.20 | 1.20 | 1.20 | 1.20 | 1.20 | 1.20 | 1.21 |
* 1 = Top 20%, 5 = Bottom 20%