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Nasdaq - Delayed Quote USD

William Blair Large Cap Growth I (LCGFX)

23.92
+0.07
+(0.29%)
At close: 8:01:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -18.68%
5y Average Return 15.39%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (Apr 4, 2025) 40.48%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 40.48%
Worst 3Y Total Return 5.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LCGFX
Category
YTD
-10.16%
12.38%
1-Month
-7.90%
5.09%
3-Month
-10.16%
10.28%
1-Year
-1.38%
41.70%
3-Year
6.98%
22.56%
5-Year
16.63%
21.98%
10-Year
13.92%
15.99%
Last Bull Market
17.97%
25.99%
Last Bear Market
-22.24%
-17.29%

Annual Total Return (%) History

Year
LCGFX
Category
2025
--
--
2024
26.08%
--
2023
40.48%
--
2022
-32.46%
--
2021
28.39%
--
2020
36.59%
35.86%
2019
36.35%
31.90%
2018
5.21%
-2.09%

2017
31.29%
27.67%
2016
2.22%
3.23%
2015
7.26%
3.60%
2014
14.65%
10.00%
2013
33.24%
33.92%
2012
18.78%
15.34%
2011
-3.54%
-2.46%
2010
16.03%
15.53%
2009
32.17%
35.68%
2008
-37.56%
-40.67%
2007
9.36%
13.35%
2006
6.55%
7.05%
2005
3.96%
6.71%
2004
5.34%
7.81%
2003
24.27%
28.66%
2002
-28.49%
-27.64%
2001
-20.43%
-22.30%
2000
-16.47%
-13.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.16% -- -- --
2024 14.85% 4.91% 1.35% 3.25%
2023 11.74% 12.04% -2.55% 15.14%
2022 -12.22% -22.24% -4.98% 4.14%
2021 2.16% 11.91% 1.07% 11.12%
2020 -12.66% 25.67% 11.03% 12.08%
2019 15.80% 7.30% 1.14% 8.50%
2018 5.58% 6.44% 6.94% -12.46%
2017 7.57% 4.69% 5.73% 10.27%
2016 -1.42% 1.15% 4.17% -1.59%

2015 5.72% 0.17% -4.44% 5.98%
2014 1.16% 5.93% 0.81% 6.12%
2013 8.02% 1.33% 8.53% 12.15%
2012 18.21% -4.93% 5.95% -0.24%
2011 3.29% 0.53% -15.57% 10.03%
2010 3.33% -11.52% 11.28% 14.04%
2009 -4.40% 15.79% 12.31% 6.31%
2008 -9.42% 1.16% -10.71% -23.68%
2007 1.29% 4.38% 5.14% -1.62%
2006 2.74% -3.56% 2.62% 4.80%
2005 -2.54% 0.81% 1.45% 4.29%
2004 -0.50% -0.34% -1.52% 7.86%
2003 -3.53% 13.55% 3.60% 9.51%
2002 -1.78% -17.67% -18.90% 9.05%
2001 -20.07% 4.87% -18.31% 16.21%
2000 2.37% -2.31% 0.89% -17.20%

Rank in Category (By Total Return)

YTD 71
1-Month 41
3-Month 71
1-Year 94
3-Year 68
5-Year 58

Load Adjusted Returns

1-Year -1.38%
3-Year 6.98%
5-Year 16.63%
10-Year 13.92%

Performance & Risk

YTD Return -18.68%
5y Average Return 15.39%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family William Blair
Net Assets 2.46B
YTD Return -10.16%
Yield 0.07%
Morningstar Rating
Inception Date May 02, 2019

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of large capitalized ("large cap") companies. It invests primarily in a portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of large cap U.S. growth companies that are expected to exhibit quality growth characteristics. The fund is non-diversified.

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