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Schwab US Large-Cap Growth Idx (SWLGX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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99.26
-0.16
(-0.16%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
10.78%
5-Year Average Return
17.78%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (May 7, 2024)
42.66%
Worst 1 Yr Total Return (May 7, 2024)
N/A
Best 3-Yr Total Return
42.66%
Worst 3-Yr Total Return
7.74%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
SWLGX
Category
YTD
6.67%
12.38%
1-Month
-4.25%
5.09%
3-Month
4.08%
10.28%
1-Year
31.78%
41.70%
3-Year
8.45%
22.56%
5-Year
16.42%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
29.06%
25.99%
Last Bear Market
-20.94%
-17.29%
Annual Total Return (%) History
Year
SWLGX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
11.41%
N/A
N/A
N/A
2023
14.36%
12.79%
-3.14%
14.19%
2022
-9.05%
-20.94%
-3.60%
2.18%
2021
0.93%
11.92%
1.15%
11.61%
2020
-14.10%
27.82%
13.21%
11.37%
2019
16.06%
4.65%
1.47%
10.59%
2018
1.41%
5.73%
9.17%
-15.91%
Rank In Category (By Total Return)
YTD
53
1-Month
25
3-Month
45
1-Year
42
3-Year
12
5-Year
11
Load Adjusted Returns
1-Year
31.78%
3-Year
8.45%
5-Year
16.42%
10-Year
N/A
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