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Schwab Large-Cap Growth (SWLSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.58+0.16 (+0.48%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.48%
5-Year Average Return17.70%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Jun 24, 2024)38.27%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return38.27%
Worst 3-Yr Total Return6.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSWLSXCategory
YTD13.34%12.38%
1-Month5.86%5.09%
3-Month2.58%10.28%
1-Year30.94%41.70%
3-Year11.32%22.56%
5-Year17.65%21.98%
10-Year13.43%15.99%
Last Bull Market27.93%25.99%
Last Bear Market-19.58%-17.29%

Annual Total Return (%) History

Year
SWLSXCategory
2024
N/AN/A
2023
38.26%N/A
2022
-26.99%N/A
2021
29.23%N/A
2020
29.02%35.86%
2019
31.02%31.90%
2018
-7.71%-2.09%
2017
28.94%27.67%
2016
4.75%3.23%
2015
3.82%3.60%
2014
13.26%10.00%
2013
32.36%33.92%
2012
13.69%15.34%
2011
1.04%-2.46%
2010
13.17%15.53%
2009
27.27%35.68%
2008
-35.79%-40.67%
2007
8.31%13.35%
2006
11.61%7.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.26%N/AN/AN/A
202312.95%12.66%-3.99%13.17%
2022-8.53%-19.58%-4.27%3.67%
20212.01%10.46%1.59%12.89%
2020-15.80%26.15%11.19%9.26%
201914.63%3.55%0.51%9.82%
20180.11%3.79%7.42%-17.31%
20179.27%4.51%5.37%7.16%
2016-1.00%-0.47%5.84%0.45%
20154.87%0.17%-7.35%6.67%
20140.73%5.64%1.48%4.89%
20139.31%2.04%6.85%11.06%
201214.06%-3.77%4.89%-1.25%
20116.75%0.76%-16.65%12.71%
20103.95%-12.28%10.56%12.26%
2009-7.69%13.75%12.82%7.44%
2008-12.52%2.25%-10.80%-19.53%
20071.24%5.75%2.23%-1.03%
20064.13%-4.81%5.85%6.39%

Rank In Category (By Total Return)

YTD40
1-Month36
3-Month48
1-Year55
3-Year6
5-Year23

Load Adjusted Returns

1-Year30.94%
3-Year11.32%
5-Year17.65%
10-Year13.43%