Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWLVX (SCHWAB U.S. LARGE-CAP VALUE INDEX FUND) | 15.07% | 29.72% | 18.99% | 10.50% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWLVX (SCHWAB U.S. LARGE-CAP VALUE INDEX FUND) | 12/20/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 29.72 | 18.99 | 10.50 | NA | NA | NA | … | … | 15.07 | 15.87 | 14.37 | 11.45 | -7.61 | 25.15 | 2.64 | 26.46 | -8.37 | 0.27 |
| Sharpe Ratio | NA | 2.41 | 1.22 | 0.53 | NA | NA | NA | … | … | 2.82 | 0.83 | 0.98 | 0.61 | -0.45 | 1.91 | 0.06 | 2.17 | -0.65 | 2.22 |
| Standard Deviation(%) | NA | 10.78 | 12.99 | 14.83 | NA | NA | NA | … | … | 12.16 | 15.79 | 10.94 | 12.97 | 20.37 | 13.13 | 36.80 | 11.50 | 15.14 | 5.03 |
| Draw Down(%) | NA | 6.82 | 15.61 | 19.05 | NA | NA | NA | … | … | 6.82 | 14.62 | 7.74 | 11.55 | 19.05 | 5.94 | 38.34 | 6.76 | 18.35 | 0.47 |
| Yield(%) | 0.00 | 0.56 | 2.25 | 2.61 | 2.58 | 1.72 | 1.29 | … | … | 0.00 | 0.58 | 3.06 | 2.78 | 2.06 | 5.87 | 2.00 | 5.26 | 1.67 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLVX (SCHWAB U.S. LARGE-CAP VALUE INDEX FUND) |
4.28%
Sep 2019 – Sep 2022 |
6.15%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLVX (SCHWAB U.S. LARGE-CAP VALUE INDEX FUND) |
19.41%
May 2023 – May 2026 |
16.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart