Schwab Select Large Cap Growth Fund (LGILX)
The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities of U.S. large capitalization companies. The adviser defines large capitalization companies as those with a market capitalization of at least $3 billion at the time of investment. In addition, up to 20% of the fund's net assets may be invested in foreign equity securities. Investments in equity securities include common stock and preferred stock.
Fund Info
US51855Q5493
51855Q549
Oct 14, 1997
$0
Large-Cap
Growth
Expense Ratio
LGILX features an expense ratio of 0.71%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab Select Large Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab Select Large Cap Growth Fund had a return of 24.41% year-to-date (YTD) and 24.47% in the last 12 months. Over the past 10 years, Schwab Select Large Cap Growth Fund had an annualized return of 4.70%, while the S&P 500 had an annualized return of 11.06%, indicating that Schwab Select Large Cap Growth Fund did not perform as well as the benchmark.
LGILX
24.41%
-4.80%
1.74%
24.47%
3.49%
4.70%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of LGILX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.21% | 8.14% | 1.82% | -4.40% | 6.04% | 6.48% | -2.73% | 2.49% | 2.24% | -0.60% | 6.38% | 24.41% | |
| 2023 | 11.14% | -2.28% | 7.81% | 1.31% | 5.51% | 7.16% | 2.72% | 0.13% | -6.19% | -2.28% | 11.70% | -11.64% | 24.81% |
| 2022 | -11.31% | -5.04% | 2.50% | -13.85% | -2.22% | -9.05% | 12.59% | -7.40% | -11.09% | 4.18% | 5.83% | -18.65% | -45.01% |
| 2021 | -2.05% | 2.06% | 0.14% | 7.59% | -1.37% | 6.35% | 3.43% | 3.28% | -5.93% | 6.49% | -1.42% | -11.32% | 5.68% |
| 2020 | 3.51% | -5.22% | -10.09% | 14.79% | 7.82% | 4.04% | 5.98% | 8.71% | -3.85% | -3.11% | 8.97% | -1.12% | 31.35% |
| 2019 | 9.94% | 3.45% | 2.90% | 4.41% | -4.81% | 6.56% | 0.49% | -0.71% | -2.22% | 1.82% | 5.22% | -5.70% | 22.16% |
| 2018 | 10.44% | -2.06% | -2.20% | 1.86% | 4.08% | 1.98% | 1.17% | 3.97% | 0.47% | -10.35% | 2.86% | -15.58% | -5.89% |
| 2017 | 4.44% | 4.25% | 1.23% | 3.09% | 2.84% | 0.68% | 4.39% | 1.19% | 0.10% | 4.89% | 2.05% | -11.60% | 17.70% |
| 2016 | -7.96% | -2.29% | 5.70% | -0.76% | 3.71% | -1.85% | 5.59% | 0.54% | 1.66% | -2.33% | -1.13% | -0.90% | -0.84% |
| 2015 | -1.93% | 6.69% | -0.98% | 1.16% | 2.07% | -0.90% | 4.20% | -6.81% | -4.44% | 8.44% | 1.24% | -7.63% | -0.24% |
| 2014 | -2.69% | 5.81% | -4.86% | -2.36% | 3.83% | 1.68% | -1.44% | 4.65% | -1.03% | 3.66% | 2.82% | -18.53% | -10.50% |
| 2013 | 4.99% | 0.46% | 2.43% | 0.77% | 3.06% | -2.23% | 6.57% | -0.00% | 4.80% | 3.34% | 3.56% | -1.80% | 28.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LGILX is 66, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab Select Large Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab Select Large Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.02 | $0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab Select Large Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab Select Large Cap Growth Fund was 54.56%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Schwab Select Large Cap Growth Fund drawdown is 27.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.56% | Nov 22, 2021 | 277 | Dec 28, 2022 | — | — | — |
| -31.37% | Dec 1, 2014 | 299 | Feb 8, 2016 | 367 | Jul 24, 2017 | 666 |
| -31.03% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -28.19% | Oct 2, 2018 | 58 | Dec 24, 2018 | 233 | Nov 26, 2019 | 291 |
| -19.32% | Jul 8, 2011 | 61 | Oct 3, 2011 | 100 | Feb 27, 2012 | 161 |
Volatility
Volatility Chart
The current Schwab Select Large Cap Growth Fund volatility is 9.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.