William Blair Financial Statements From 2010 to 2024

WBGSX Fund  USD 12.41  0.23  1.89%   
William Blair financial statements provide useful quarterly and yearly information to potential William Blair Growth investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on William Blair financial statements helps investors assess William Blair's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting William Blair's valuation are summarized below:
William Blair Growth does not presently have any fundamental gauges for analysis.
Check William Blair financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among William Blair's main balance sheet or income statement drivers, such as , as well as many indicators such as . WILLIAM financial statements analysis is a perfect complement when working with William Blair Valuation or Volatility modules.
  
This module can also supplement various William Blair Technical models . Check out the analysis of William Blair Correlation against competitors.

William Blair Growth Mutual Fund Three Year Return Analysis

William Blair's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current William Blair Three Year Return

    
  6.15 %  
Most of William Blair's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, William Blair Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Based on the latest financial disclosure, William Blair Growth has a Three Year Return of 6.1495%. This is much higher than that of the William Blair family and significantly higher than that of the Large Growth category. The three year return for all United States funds is notably lower than that of the firm.

William Blair Growth Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining William Blair's current stock value. Our valuation model uses many indicators to compare William Blair value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across William Blair competition to find correlations between indicators driving William Blair's intrinsic value. More Info.
William Blair Growth is rated second in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about  0.17  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for William Blair Growth is roughly  5.75 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the William Blair's earnings, one of the primary drivers of an investment's value.

About William Blair Financial Statements

William Blair investors use historical fundamental indicators, such as William Blair's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in William Blair. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments , 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.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in WILLIAM Mutual Fund

William Blair financial ratios help investors to determine whether WILLIAM Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WILLIAM with respect to the benefits of owning William Blair security.
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.