Schwab Large-Cap Growth Fund™ (SWLSX)
To pursue its investment objective, the fund invests primarily in U.S. common stocks. Under normal circumstances, it invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in large-cap stocks of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund's otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).
Fund Info
US8085095177
808509517
Oct 3, 2005
$0
Large-Cap
Growth
Expense Ratio
SWLSX has a high expense ratio of 0.99%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab 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 Large-Cap Growth Fund™ had a return of 32.26% year-to-date (YTD) and 32.45% in the last 12 months. Over the past 10 years, Schwab Large-Cap Growth Fund™ had an annualized return of 8.31%, while the S&P 500 had an annualized return of 11.11%, indicating that Schwab Large-Cap Growth Fund™ did not perform as well as the benchmark.
SWLSX
32.26%
3.32%
10.78%
32.45%
14.99%
8.31%
^GSPC (Benchmark)
25.25%
0.08%
9.66%
25.65%
13.17%
11.11%
Monthly Returns
The table below presents the monthly returns of SWLSX, 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 | 3.50% | 6.76% | 1.60% | -4.62% | 5.86% | 6.36% | -1.70% | 2.01% | 2.48% | -0.79% | 5.16% | 32.26% | |
| 2023 | 7.27% | -2.09% | 7.54% | 1.76% | 4.12% | 6.33% | 2.54% | -0.95% | -5.47% | -0.69% | 10.10% | 3.51% | 38.27% |
| 2022 | -7.31% | -4.70% | 3.55% | -11.35% | -1.36% | -8.03% | 11.64% | -4.82% | -9.90% | 5.37% | 5.43% | -8.46% | -28.38% |
| 2021 | -0.85% | 0.26% | 2.62% | 6.28% | -1.14% | 5.14% | 3.75% | 3.87% | -5.73% | 8.02% | 1.55% | -4.69% | 19.68% |
| 2020 | 1.63% | -7.94% | -10.02% | 14.76% | 5.98% | 3.73% | 7.08% | 9.73% | -5.37% | -3.78% | 8.35% | 3.67% | 27.63% |
| 2019 | 8.60% | 3.56% | 1.93% | 4.55% | -7.46% | 7.02% | 2.06% | -2.01% | 0.51% | 2.61% | 4.21% | -2.40% | 24.51% |
| 2018 | 6.14% | -3.05% | -2.71% | -0.28% | 3.91% | 0.16% | 3.12% | 4.74% | -0.55% | -9.75% | 0.44% | -18.18% | -17.22% |
| 2017 | 3.53% | 3.93% | 1.55% | 2.01% | 2.45% | 0.00% | 2.34% | 1.60% | 1.35% | 3.32% | 2.36% | -5.83% | 19.85% |
| 2016 | -7.36% | 0.79% | 6.02% | -1.42% | 2.40% | -1.41% | 5.02% | 0.26% | 0.52% | -2.50% | 2.04% | -2.26% | 1.40% |
| 2015 | -0.59% | 6.27% | -0.73% | -0.40% | 2.33% | -1.72% | 2.03% | -6.26% | -3.13% | 7.87% | 0.91% | -15.25% | -10.22% |
| 2014 | -3.57% | 5.14% | -0.66% | -0.12% | 3.25% | 2.44% | -1.14% | 4.94% | -2.19% | 2.91% | 3.26% | -10.85% | 2.30% |
| 2013 | 4.22% | 1.15% | 3.70% | 1.89% | 2.21% | -2.03% | 6.13% | -2.69% | 3.45% | 4.54% | 3.00% | 3.14% | 32.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, SWLSX is among the top 12% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab Large-Cap Growth Fund™ provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.01 | $0.01 | $0.00 | $0.00 | $0.00 | $0.03 | $0.07 | $0.07 | $0.17 | $0.20 | $0.09 | $0.09 |
Dividend yield | 0.02% | 0.04% | 0.02% | 0.00% | 0.00% | 0.16% | 0.50% | 0.40% | 1.11% | 1.32% | 0.53% | 0.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab 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 | $0.01 | $0.01 |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2013 | $0.09 | $0.09 |
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 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 Large-Cap Growth Fund™ was 49.89%, occurring on Mar 9, 2009. Recovery took 748 trading sessions.
The current Schwab Large-Cap Growth Fund™ drawdown is 2.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.89% | Oct 10, 2007 | 354 | Mar 9, 2009 | 748 | Feb 24, 2012 | 1102 |
| -35.57% | Nov 22, 2021 | 226 | Oct 14, 2022 | 331 | Feb 9, 2024 | 557 |
| -32.3% | Aug 30, 2018 | 392 | Mar 23, 2020 | 72 | Jul 6, 2020 | 464 |
| -30.33% | Dec 4, 2014 | 299 | Feb 11, 2016 | 432 | Oct 27, 2017 | 731 |
| -12.13% | Jul 11, 2024 | 18 | Aug 5, 2024 | 46 | Oct 9, 2024 | 64 |
Volatility
Volatility Chart
The current Schwab Large-Cap Growth Fund™ volatility is 4.97%, 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.