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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
9.52%
5-year average return
16.97%
Number of years up
4
Number of years down
2
Best 1-yr total return (2 May 2024)
42.66%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
42.66%
Worst 3-yr total return
7.74%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SWLGX
Category
YTD
6.67%
12.38%
1-month
-4.25%
5.09%
3-month
4.08%
10.28%
1-year
31.78%
41.70%
3-year
8.45%
22.56%
5-year
16.42%
21.98%
10-year
0.00%
15.99%
Last bull market
29.06%
25.99%
Last bear market
-20.94%
-17.29%
Annual total return (%) history
Year
SWLGX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
11.41%
N/A
N/A
N/A
2023
14.36%
12.79%
-3.14%
14.19%
2022
-9.05%
-20.94%
-3.60%
2.18%
2021
0.93%
11.92%
1.15%
11.61%
2020
-14.10%
27.82%
13.21%
11.37%
2019
16.06%
4.65%
1.47%
10.59%
2018
1.41%
5.73%
9.17%
-15.91%
Rank in category (by total return)
YTD
53
1-month
25
3-month
45
1-year
42
3-year
12
5-year
11
Load adjusted returns
1-year
31.78%
3-year
8.45%
5-year
16.42%
10-year
N/A
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