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William Blair Emerging Mkts Ldrs R6 (WELIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.14+0.10 (+1.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.31%
5-year average return0.80%
Number of years up9
Number of years down6
Best 1-yr total return (1 July 2024)78.93%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return78.93%
Worst 3-yr total return-9.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWELIXCategory
YTD0.80%8.73%
1-month1.85%1.20%
3-month0.80%5.47%
1-year6.30%41.79%
3-year-10.80%11.48%
5-year1.87%12.18%
10-year2.02%4.39%
Last bull market14.80%17.73%
Last bear market-15.47%-25.55%

Annual total return (%) history

Year
WELIXCategory
2024
N/AN/A
2023
6.22%N/A
2022
-25.86%N/A
2021
-7.35%N/A
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
N/A-54.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.80%3.63%N/AN/A
20233.97%0.81%-6.89%8.84%
2022-9.19%-15.47%-8.75%5.83%
20210.23%3.69%-8.64%-2.42%
2020-24.26%26.38%14.21%16.62%
201913.68%2.88%-0.52%10.41%
20180.63%-7.35%-4.84%-6.98%
201711.83%7.74%10.77%6.51%
20161.68%2.92%6.17%-8.44%
20152.21%-1.08%-16.68%1.81%
20140.00%6.37%-2.27%-1.23%
20130.76%-8.11%4.24%3.14%
201216.34%-7.98%6.72%5.89%
2011-2.80%0.50%-20.57%4.02%
20102.37%-4.29%22.03%3.57%
20091.88%33.68%19.82%9.65%
2008-3.60%-29.25%-29.77%N/A

Rank in category (by total return)

YTD84
1-month42
3-month86
1-year90
3-year92
5-year83

Load adjusted returns

1-year6.30%
3-year-10.80%
5-year1.87%
10-year2.02%