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Schwab US Large-Cap Value Index (SWLVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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54.82+0.07 (+0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.52%
5-Year Average Return9.11%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)26.46%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return26.46%
Worst 3-Yr Total Return5.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSWLVXCategory
YTD7.65%4.44%
1-Month3.19%-4.04%
3-Month3.71%4.09%
1-Year21.68%14.37%
3-Year5.42%6.04%
5-Year10.68%9.20%
10-Year0.00%8.57%
Last Bull Market23.70%22.97%
Last Bear Market-12.21%-11.27%

Annual Total Return (%) History

Year
SWLVXCategory
2024
N/AN/A
2023
11.44%11.63%
2022
-7.59%-5.90%
2021
25.12%26.22%
2020
2.65%2.91%
2019
26.46%25.04%
2018
-8.37%-8.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.99%N/AN/AN/A
20230.99%4.08%-3.15%9.48%
2022-0.76%-12.21%-5.65%12.42%
202111.26%5.19%-0.80%7.77%
2020-26.79%14.25%5.58%16.24%
201911.89%3.84%1.34%7.40%
2018-2.84%1.18%5.68%-11.80%

Rank In Category (By Total Return)

YTD53
1-Month44
3-Month52
1-Year57
3-Year70
5-Year66

Load Adjusted Returns

1-Year21.68%
3-Year5.42%
5-Year10.68%
10-YearN/A