Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
LCGFX (WILLIAM BLAIR LARGE CAP GROWTH FUND CLASS I) | 9.21% | 11.01% | 16.73% | 11.15% | 14.07% | 15.45% | NA | 12.11% |
Data as of 07/29/2025, AR inception is 12/18/2007
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
LCGFX (WILLIAM BLAIR LARGE CAP GROWTH FUND CLASS I) | 12/18/2007 | 07/29/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.84 | 11.01 | 16.73 | 11.15 | 14.07 | 15.45 | NA | 12.11 | 9.21 | 19.11 | 40.48 | -32.93 | 22.97 | 31.77 | 36.35 | 5.21 | 31.29 | 2.23 | 7.03 | 14.89 | 33.25 | 18.78 | -3.53 | 16.03 | 32.08 | -37.57 | 1.66 |
Sharpe Ratio | NA | 0.37 | 0.74 | 0.42 | 0.59 | NA | NA | 0.50 | 0.51 | 0.70 | 2.23 | -1.08 | 1.28 | 0.89 | 2.43 | 0.20 | 3.73 | 0.14 | 0.44 | 1.12 | 2.76 | 1.28 | -0.14 | 0.87 | 1.33 | -1.04 | 4.56 |
Standard Deviation(%) | NA | 24.52 | 21.46 | 22.54 | 21.54 | NA | NA | 21.65 | 27.59 | 17.93 | 16.39 | 31.81 | 17.91 | 35.26 | 14.38 | 20.02 | 8.25 | 14.28 | 16.00 | 13.27 | 12.03 | 14.76 | 26.01 | 18.23 | 24.11 | 37.00 | 14.54 |
Draw Down(%) | NA | 28.05 | 28.05 | 39.85 | 39.85 | NA | NA | 49.28 | 22.79 | 11.45 | 9.43 | 35.88 | 10.63 | 31.07 | 6.94 | 18.63 | 4.02 | 13.23 | 11.19 | 7.61 | 6.60 | 11.27 | 20.66 | 14.84 | 20.08 | 44.90 | 1.65 |
Yield(%) | 0.00 | 0.07 | 0.06 | 0.09 | 3.81 | 6.95 | 4.22 | 4.96 | 0.00 | 0.08 | 0.00 | 0.08 | 0.00 | 0.27 | 8.28 | 15.38 | 0.72 | 1.14 | 9.66 | 9.81 | 9.05 | 0.00 | 0.16 | 0.16 | 0.00 | 0.00 | 0.07 |
Data as of 07/29/2025, AR inception is 12/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LCGFX (WILLIAM BLAIR LARGE CAP GROWTH FUND CLASS I) |
-0.34%
Aug 2008 - Aug 2011 |
4.47%
Apr 2008 - Apr 2013 |
10.53%
Apr 2008 - Apr 2018 |
10.36%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LCGFX (WILLIAM BLAIR LARGE CAP GROWTH FUND CLASS I) |
30.24%
Dec 2018 - Dec 2021 |
25.86%
Oct 2016 - Oct 2021 |
20.17%
Sep 2011 - Sep 2021 |
17.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart