Canada markets open in 1 hour 18 minutes

Schwab US Large-Cap Growth Idx (SWLGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
99.26-0.16 (-0.16%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.78%
5-Year Average Return17.78%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 7, 2024)42.66%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return42.66%
Worst 3-Yr Total Return7.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSWLGXCategory
YTD6.67%12.38%
1-Month-4.25%5.09%
3-Month4.08%10.28%
1-Year31.78%41.70%
3-Year8.45%22.56%
5-Year16.42%21.98%
10-Year0.00%15.99%
Last Bull Market29.06%25.99%
Last Bear Market-20.94%-17.29%

Annual Total Return (%) History

Year
SWLGXCategory
2024
N/AN/A
2023
42.66%N/A
2022
-29.16%N/A
2021
27.53%N/A
2020
38.43%35.86%
2019
36.29%31.90%
2018
-1.56%-2.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.41%N/AN/AN/A
202314.36%12.79%-3.14%14.19%
2022-9.05%-20.94%-3.60%2.18%
20210.93%11.92%1.15%11.61%
2020-14.10%27.82%13.21%11.37%
201916.06%4.65%1.47%10.59%
20181.41%5.73%9.17%-15.91%

Rank In Category (By Total Return)

YTD53
1-Month25
3-Month45
1-Year42
3-Year12
5-Year11

Load Adjusted Returns

1-Year31.78%
3-Year8.45%
5-Year16.42%
10-YearN/A