Performance

Class J Shares (USD) Factsheet

US Equity Sustainability Fund

Investors should note that, relative to the expectations of the Autorité des Marchés Financiers, the name of this UCITS is disproportionate to the consideration of non-financial criteria in its investment policy.

select
select
As of 28.02.2023

Investment Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs. Life of Fund
12/19/2018
US Equity Sustainability Fund -3.51% 3.76% -13.42% 12.92% -- -- 15.16%
S&P 500 -2.44% 3.69% -7.69% 12.15% -- -- 13.51%
Russell 3000® Growth Index -1.18% 7.15% -13.01% 11.69% -- -- 15.11%

Calendar Year Total Returns

  2022 2021 2020 2019
US Equity Sustainability Fund -24.30% 28.81% 35.84% 31.94%
S&P 500 -18.11% 28.71% 18.40% 31.49%
† Since Fund’s inception on 12/19/18 through 12/31/18.
The Russell 3000® Growth Index consists of large, medium and small-capitalization companies with above average price-to-book ratios and forecasted growth rates. The stocks in this index are also members of either the Russell 1000® Growth or the Russell 2000® Growth indices. The size of companies in the Russell 3000® Growth Index may change with market conditions.

Past performance is not necessarily a guide to future performance. Returns for periods of one year or more are annualized. All charges and fees, except any entry, exit and switching charge, have been taken into account in calculating the Fund’s performance. Returns for other share classes will differ from those shown above. The investment return and principal value of an investment in the Fund will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than the original cost. Levels and bases for taxation may change. For the most current month-end performance information, please visit our web site at sicav.williamblair.com.

On 9 December 2021, the Fund's name changed to US Equity Sustainability Fund