William Blair Large Cap Growth Fund (LCGFX)

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The chart shows the growth of an initial investment of $10,000 in William Blair Large Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

William Blair Large Cap Growth Fund (LCGFX) has returned -15.23% so far this year and 5.47% over the past 12 months. Looking at the last ten years, LCGFX has achieved an annualized return of 14.43%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Dec 28, 1999, LCGFX's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2020 with a return of +14.4%, while the worst month was Feb 2001 at -16.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, LCGFX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +11.6%, while the worst single day was Mar 16, 2020 at -11.6%.

William Blair Large Cap Growth Fund has an annualized alpha of 0.82%, beta of 1.04, and R² of 0.89 versus S&P 500 Index. Calculated based on daily prices since December 29, 1999.

• This fund captured 107.27% of S&P 500 Index gains and 102.99% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.04 and R² of 0.89, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

LCGFX has an expense ratio of 0.65%, placing it in the medium range.

LCGFX ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for William Blair Large Cap Growth Fund (LCGFX) and compare them to a chosen benchmark (S&P 500 Index).

William Blair Large Cap Growth Fund provided a 10.10% dividend yield over the last twelve months, with an annual payout of $2.58 per share.

The table displays the monthly dividend distributions for William Blair Large Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the William Blair Large Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the William Blair Large Cap Growth Fund was 62.95%, occurring on Mar 9, 2009. Recovery took 1183 trading sessions.

The current William Blair Large Cap Growth Fund drawdown is 20.44%.

The chart below shows the rolling one-month volatility.