WBSNX
Price:
$27.41
Market Cap:
$1.03B
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in stocks of small capitalized (small cap) companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap domestic growth companies that are expected to exhibit quality growth characteristics. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.
Industry
Asset Management
IPO Date
1999-12-27
Stock Exchange
NASDAQ
Ticker
WBSNX
According to William Blair Small Cap Growth Fund Class N’s latest financial reports and current stock price. The company's current ROE is -27.13%. This represents a change of 216.04% compared to the average of -8.58% of the last 4 quarters.
The mean historical ROE of William Blair Small Cap Growth Fund Class N over the last ten years is -38.57%. The current -27.13% ROE has changed -29.67% with respect to the historical average. Over the past ten years (40 quarters), WBSNX's ROE was at its highest in in the June 2023 quarter at 2.72%. The ROE was at its lowest in in the June 2018 quarter at -39.96%.
Average
-38.57%
Median
-26.73%
Minimum
-95.85%
Maximum
-10.96%
Discovering the peaks and valleys of William Blair Small Cap Growth Fund Class N ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 2.27%
Maximum Annual ROE = -10.96%
Minimum Annual Increase = -70.05%
Minimum Annual ROE = -95.85%
| Year | ROE | Change |
|---|---|---|
| 2023 | -29.38% | 38.12% |
| 2022 | -21.27% | -11.65% |
| 2021 | -24.08% | 119.66% |
| 2020 | -10.96% | -70.05% |
| 2019 | -36.59% | -48.06% |
| 2018 | -70.46% | -26.49% |
| 2017 | -95.85% | 91.63% |
| 2016 | -50.02% | 111.54% |
| 2015 | -23.64% | 0.73% |
| 2014 | -23.47% | 2.27% |
The current ROE of William Blair Small Cap Growth Fund Class N (WBSNX) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages
3-year avg
-24.91%
5-year avg
-24.46%
10-year avg
-38.57%
William Blair Small Cap Growth Fund Class N’s ROE is less than William Blair Small Cap Growth Fund Class I (0%), less than William Blair Small Cap Value Fund Class I (0%), less than Hartford Schroders US MidCap Opportunities Fund (0%), less than Hartford Schroders US MidCap Opportunities Fund Class R3 (0%), less than Hartford Schroders US MidCap Opportunities Fund Class SDR (0%), less than BlackRock Mid-Cap Value Fund Investor A Shares (0%), less than Heartland Value Fund Investor Class Shs (0%), less than BlackRock Sustainable Adg Lg Cp Cr A (0%), less than Heartland Value Fund Insti Class Shs (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $1.03B | |
| 0% | $945.29M | |
| 0% | $981.63M | |
| 0% | $981.51M | |
| 0% | $981.68M | |
| 0% | $1.05B | |
| 0% | $1.01B | |
| 0% | $1.03B | |
| 0% | $1.04B |
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What is the 3-year average ROE for William Blair Small Cap Growth Fund Class N (WBSNX)?
What is the 5-year average ROE for William Blair Small Cap Growth Fund Class N (WBSNX)?
How does the current ROE for William Blair Small Cap Growth Fund Class N (WBSNX) compare to its historical average?