Nasdaq - Delayed Quote USD

Schwab US Large-Cap Growth Idx (SWLGX)

116.72
-1.77
(-1.49%)
As of 8:07:14 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.29%
5y Average Return 18.08%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 20, 2025) 42.66%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 42.66%
Worst 3Y Total Return 7.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWLGX
Category
YTD
-8.36%
12.38%
1-Month
1.77%
5.09%
3-Month
-10.13%
10.28%
1-Year
14.51%
41.70%
3-Year
15.57%
22.56%
5-Year
17.19%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
23.89%
25.99%
Last Bear Market
-20.94%
-17.29%

Annual Total Return (%) History

Year
SWLGX
Category
2025
--
--
2024
33.30%
--
2023
42.66%
--
2022
-29.16%
--
2021
27.53%
--
2020
38.43%
35.86%
2019
36.29%
31.90%
2018
-1.56%
-2.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.95% -- -- --
2024 11.41% 8.30% 3.20% 7.05%
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 67
1-Month 42
3-Month 50
1-Year 25
3-Year 22
5-Year 10

Load Adjusted Returns

1-Year 14.51%
3-Year 15.57%
5-Year 17.19%
10-Year --

Performance & Risk

YTD Return -0.29%
5y Average Return 18.08%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Schwab Funds
Net Assets 3.1B
YTD Return -8.36%
Yield 0.57%
Morningstar Rating
Inception Date Dec 20, 2017

Fund Summary

To pursue its goal, the fund generally invests in stocks that are included in the Russell 1000® Growth Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index. The Russell 1000 Growth Index measures the performance of the large-cap growth segment of the U.S. equity universe. It is a subset of the Russell 1000® Index, representing growth issuers in the Russell 1000 Index.

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