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Schwab US Large-Cap Growth Idx (SWLGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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98.13+1.68 (+1.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.52%
5-year average return16.97%
Number of years up4
Number of years down2
Best 1-yr total return (2 May 2024)42.66%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return42.66%
Worst 3-yr total return7.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWLGXCategory
YTD6.67%12.38%
1-month-4.25%5.09%
3-month4.08%10.28%
1-year31.78%41.70%
3-year8.45%22.56%
5-year16.42%21.98%
10-year0.00%15.99%
Last bull market29.06%25.99%
Last bear market-20.94%-17.29%

Annual total return (%) history

Year
SWLGXCategory
2024
N/AN/A
2023
42.66%N/A
2022
-29.16%N/A
2021
27.53%N/A
2020
38.43%35.86%
2019
36.29%31.90%
2018
-1.56%-2.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.41%N/AN/AN/A
202314.36%12.79%-3.14%14.19%
2022-9.05%-20.94%-3.60%2.18%
20210.93%11.92%1.15%11.61%
2020-14.10%27.82%13.21%11.37%
201916.06%4.65%1.47%10.59%
20181.41%5.73%9.17%-15.91%

Rank in category (by total return)

YTD53
1-month25
3-month45
1-year42
3-year12
5-year11

Load adjusted returns

1-year31.78%
3-year8.45%
5-year16.42%
10-yearN/A