Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| SWLGX (SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND) | 17.78% | 0.20% | 17.85% | 21.36% | 18.18% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWLGX (SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND) | 12/20/2017 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 12/20/2017.
AR inception is since 12/20/2017.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.09 | 17.85 | 21.36 | 18.18 | NA | NA | NA | 17.78 | 0.20 | 33.30 | 42.67 | -29.17 | 26.04 | 38.43 | 36.29 | -1.56 | -0.48 |
| Sharpe Ratio | NA | 0.46 | 0.75 | 0.71 | NA | NA | NA | 0.62 | -0.07 | 1.53 | 2.43 | -1.00 | 1.53 | 1.07 | 2.43 | -0.15 | -4.41 |
| Standard Deviation(%) | NA | 25.22 | 22.54 | 22.48 | NA | NA | NA | 23.47 | 33.78 | 17.46 | 15.96 | 30.57 | 16.95 | 35.63 | 14.37 | 19.78 | 4.33 |
| Draw Down(%) | NA | 23.30 | 23.30 | 33.28 | NA | NA | NA | 33.28 | 23.12 | 13.12 | 9.78 | 32.31 | 9.66 | 31.47 | 7.91 | 21.95 | 0.55 |
| Yield(%) | 0.00 | 0.61 | 0.89 | 1.05 | 0.93 | 0.62 | 0.46 | 1.32 | 0.00 | 0.70 | 0.96 | 0.65 | 0.72 | 0.91 | 1.29 | 0.99 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLGX (SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND) |
7.31%
Dec 2019 - Dec 2022 |
10.90%
Jan 2018 - Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLGX (SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND) |
33.47%
Dec 2018 - Dec 2021 |
19.76%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart