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William Blair Large Cap Growth R6 (LCGJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.99+0.22 (+0.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.82%
5-year average return17.00%
Number of years up3
Number of years down1
Best 1-yr total return (30 Jun 2024)40.56%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return40.56%
Worst 3-yr total return5.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCGJXCategory
YTD13.51%12.38%
1-month3.63%5.09%
3-month1.23%10.28%
1-year33.38%41.70%
3-year8.32%22.56%
5-year17.13%21.98%
10-year15.79%15.99%
Last bull market33.07%25.99%
Last bear market-22.25%-17.29%

Annual total return (%) history

Year
LCGJXCategory
2024
N/AN/A
2023
40.56%N/A
2022
-32.41%N/A
2021
28.42%N/A
2020
36.70%35.86%
2019
N/A31.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.81%N/AN/AN/A
202311.75%12.00%-2.51%15.19%
2022-12.19%-22.25%-4.98%4.19%
20212.16%11.92%1.07%11.13%
2020-12.68%25.78%11.04%12.09%
20191.14%8.47%N/AN/A

Rank in category (by total return)

YTD38
1-month78
3-month70
1-year39
3-year36
5-year27

Load adjusted returns

1-year33.38%
3-year8.32%
5-year17.13%
10-year15.79%