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Schwab Select Large Cap Growth (LGILX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.98-0.18 (-0.69%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.66%
5-year average return14.90%
Number of years up21
Number of years down5
Best 1-yr total return (27 Jun 2024)49.58%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return49.58%
Worst 3-yr total return1.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLGILXCategory
YTD15.20%12.38%
1-month6.04%5.09%
3-month3.21%10.28%
1-year36.03%41.70%
3-year6.16%22.56%
5-year14.92%21.98%
10-year14.07%15.99%
Last bull market32.81%25.99%
Last bear market-23.39%-17.29%

Annual total return (%) history

Year
LGILXCategory
2024
N/AN/A
2023
47.79%N/A
2022
-38.03%N/A
2021
20.46%N/A
2020
38.33%35.86%
2019
32.58%31.90%
2018
1.95%-2.09%
2017
33.91%27.67%
2016
0.77%3.23%
2015
6.28%3.60%
2014
8.72%10.00%
2013
37.67%33.92%
2012
18.16%15.34%
2011
1.19%-2.46%
2010
14.46%15.53%
2009
49.58%35.68%
2008
-37.74%-40.67%
2007
18.25%13.35%
2006
5.50%7.05%
2005
14.36%6.71%
2004
11.98%7.81%
2003
29.71%28.66%
2002
-28.61%-27.64%
2001
-22.75%-22.30%
2000
-16.10%-13.05%
1999
32.73%38.87%
1998
24.94%34.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.64%N/AN/AN/A
202317.09%14.54%-3.51%14.20%
2022-13.67%-23.39%-7.30%1.08%
20210.10%12.86%0.49%6.10%
2020-11.79%28.76%10.77%9.95%
201917.02%5.91%-2.44%9.64%
20185.79%8.11%5.69%-15.66%
201710.22%6.73%5.74%7.65%
2016-4.95%1.02%7.91%-2.75%
20153.61%2.32%-7.21%8.03%
2014-2.05%3.08%2.08%5.48%
20138.04%1.54%11.69%12.35%
201219.21%-6.81%7.24%-0.82%
20116.20%1.95%-14.02%8.70%
20102.09%-12.02%14.27%11.52%
20090.14%17.30%13.76%11.95%
2008-7.33%4.09%-16.68%-22.54%
20071.88%6.11%9.41%-0.03%
20061.87%-7.87%5.32%6.72%
2005-4.16%3.97%8.00%6.27%
20043.06%1.45%-2.09%9.39%
2003-0.52%12.67%4.31%10.93%
2002-3.33%-17.47%-16.23%6.83%
2001-19.41%5.64%-20.02%13.45%
20007.15%-2.99%-6.02%-14.11%
19996.67%10.06%-7.34%22.01%
19989.17%3.71%-12.73%26.45%

Rank in category (by total return)

YTD23
1-month31
3-month35
1-year20
3-year61
5-year61

Load adjusted returns

1-year36.03%
3-year6.16%
5-year14.92%
10-year14.07%