WPSGX vs. LCGFX
Compare and contrast key facts about AB Concentrated Growth Fund (WPSGX) and William Blair Large Cap Growth Fund (LCGFX).
WPSGX is managed by AllianceBernstein. It was launched on Feb 28, 1994. LCGFX is managed by William Blair. It was launched on Dec 27, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPSGX or LCGFX.
Key characteristics
| WPSGX | LCGFX | |
|---|---|---|
| YTD Return | 16.86% | 29.38% |
| 1Y Return | 29.51% | 42.07% |
| 3Y Return (Ann) | -1.33% | 4.81% |
| 5Y Return (Ann) | 7.90% | 14.66% |
| 10Y Return (Ann) | 8.27% | 10.55% |
| Sharpe Ratio | 2.23 | 2.47 |
| Sortino Ratio | 3.04 | 3.21 |
| Omega Ratio | 1.40 | 1.45 |
| Calmar Ratio | 0.36 | 2.10 |
| Martin Ratio | 14.20 | 13.69 |
| Ulcer Index | 2.00% | 2.99% |
| Daily Std Dev | 12.72% | 16.57% |
| Max Drawdown | -96.12% | -39.85% |
| Current Drawdown | -72.62% | -0.03% |
Correlation
The correlation between WPSGX and LCGFX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WPSGX vs. LCGFX - Performance Comparison
In the year-to-date period, WPSGX achieves a 16.86% return, which is significantly lower than LCGFX's 29.38% return. Over the past 10 years, WPSGX has underperformed LCGFX with an annualized return of 8.27%, while LCGFX has yielded a comparatively higher 10.55% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WPSGX vs. LCGFX - Expense Ratio Comparison
WPSGX has a 0.75% expense ratio, which is higher than LCGFX's 0.65% expense ratio.
Risk-Adjusted Performance
WPSGX vs. LCGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Concentrated Growth Fund (WPSGX) and William Blair Large Cap Growth Fund (LCGFX). 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.
Dividends
WPSGX vs. LCGFX - Dividend Comparison
WPSGX's dividend yield for the trailing twelve months is around 0.31%, while LCGFX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
WPSGX AB Concentrated Growth Fund | 0.31% | 0.36% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LCGFX William Blair Large Cap Growth Fund | 0.00% | 0.00% | 0.11% | 0.00% | 0.21% | 0.28% | 0.13% | 0.00% | 0.31% |
Drawdowns
WPSGX vs. LCGFX - Drawdown Comparison
The maximum WPSGX drawdown since its inception was -96.12%, which is greater than LCGFX's maximum drawdown of -39.85%. Use the drawdown chart below to compare losses from any high point for WPSGX and LCGFX. For additional features, visit the drawdowns tool.
Volatility
WPSGX vs. LCGFX - Volatility Comparison
The current volatility for AB Concentrated Growth Fund (WPSGX) is 4.13%, while William Blair Large Cap Growth Fund (LCGFX) has a volatility of 5.37%. This indicates that WPSGX experiences smaller price fluctuations and is considered to be less risky than LCGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.