LCGFX vs. VCR

In the year-to-date period, LCGFX achieves a -1.26% return, which is significantly higher than VCR's -4.28% return. Over the past 10 years, LCGFX has underperformed VCR with an annualized return of 9.66%, while VCR has yielded a comparatively higher 12.67% annualized return.

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LCGFX has a 0.65% expense ratio, which is higher than VCR's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for William Blair Large Cap Growth Fund (LCGFX) and Vanguard Consumer Discretionary ETF (VCR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current LCGFX Sharpe Ratio is 0.15, which is lower than the VCR Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of LCGFX and VCR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LCGFX's dividend yield for the trailing twelve months is around 0.07%, less than VCR's 0.82% yield.

The maximum LCGFX drawdown since its inception was -39.85%, smaller than the maximum VCR drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for LCGFX and VCR. For additional features, visit the drawdowns tool.

William Blair Large Cap Growth Fund (LCGFX) and Vanguard Consumer Discretionary ETF (VCR) have volatilities of 7.96% and 8.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.