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 above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Schwab Large-Cap Growth Fund™ (SWLSX) returned 1.17% year-to-date (YTD) and 15.85% over the past 12 months. Over the past 10 years, SWLSX delivered an annualized return of 13.28%, outperforming the S&P 500 benchmark at 10.85%.
SWLSX
1.17%
8.72%
1.31%
15.85%
18.22%
16.53%
13.28%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.68% | -3.56% | -8.56% | 2.77% | 8.72% | 1.17% | |||||||
| 2024 | 3.50% | 6.76% | 1.60% | -4.62% | 5.86% | 6.36% | -1.70% | 2.01% | 2.48% | -0.79% | 5.16% | 0.14% | 29.41% |
| 2023 | 7.27% | -2.09% | 7.54% | 1.76% | 4.12% | 6.33% | 2.55% | -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% | -6.69% | -27.00% |
| 2021 | -0.85% | 0.26% | 2.62% | 6.28% | -1.14% | 5.14% | 3.75% | 3.87% | -5.73% | 8.02% | 1.55% | 2.75% | 29.03% |
| 2020 | 1.64% | -7.94% | -10.02% | 14.76% | 5.98% | 3.73% | 7.08% | 9.73% | -5.37% | -3.78% | 8.35% | 4.81% | 29.03% |
| 2019 | 8.60% | 3.56% | 1.93% | 4.55% | -7.46% | 7.02% | 2.06% | -2.01% | 0.51% | 2.61% | 4.21% | 2.70% | 31.02% |
| 2018 | 6.14% | -3.05% | -2.71% | -0.28% | 3.91% | 0.16% | 3.12% | 4.74% | -0.55% | -9.75% | 0.44% | -9.00% | -7.94% |
| 2017 | 3.53% | 3.93% | 1.55% | 2.01% | 2.45% | -0.00% | 2.34% | 1.60% | 1.35% | 3.32% | 2.36% | 1.37% | 29.01% |
| 2016 | -7.36% | 0.79% | 6.02% | -1.42% | 2.40% | -1.41% | 5.02% | 0.26% | 0.52% | -2.50% | 2.04% | 0.95% | 4.74% |
| 2015 | -0.59% | 6.27% | -0.73% | -0.40% | 2.33% | -1.72% | 2.03% | -6.26% | -3.13% | 7.87% | 0.90% | -1.95% | 3.87% |
| 2014 | -3.57% | 5.14% | -0.66% | -0.12% | 3.24% | 2.45% | -1.14% | 4.94% | -2.19% | 2.91% | 3.26% | -1.31% | 13.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SWLSX is 48, 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 Large-Cap Growth Fund™ (SWLSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Schwab Large-Cap Growth Fund™ provided a 0.11% dividend yield over the last twelve months, with an annual payout of $0.04 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $0.01 | $0.42 | $2.18 | $0.25 | $0.98 | $1.82 | $1.42 | $0.67 | $2.55 | $1.91 |
Dividend yield | 0.11% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.36% | 7.92% | 4.46% | 17.08% | 11.32% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 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 | $0.42 | $0.42 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.18 | $2.18 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.98 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.82 | $1.82 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $1.42 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.55 | $2.55 |
| 2014 | $1.91 | $1.91 |
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.
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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 3.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.89% | Oct 15, 2007 | 351 | Mar 9, 2009 | 748 | Feb 24, 2012 | 1099 |
| -31.32% | Dec 28, 2021 | 202 | Oct 14, 2022 | 296 | Dec 19, 2023 | 498 |
| -31.3% | Feb 20, 2020 | 23 | Mar 23, 2020 | 71 | Jul 2, 2020 | 94 |
| -23.81% | Aug 30, 2018 | 80 | Dec 24, 2018 | 137 | Jul 12, 2019 | 217 |
| -22.93% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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