AAGOX vs. SWLGX
Compare and contrast key facts about Alger Large Cap Growth Portfolio Fund (AAGOX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
AAGOX is managed by Alger. It was launched on Jan 9, 1989. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
AAGOX vs. SWLGX - Performance Comparison
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AAGOX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAGOX Alger Large Cap Growth Portfolio Fund | -12.22% | 29.82% | 42.89% | 32.67% | -38.76% | 12.63% | 67.21% | 27.43% | 2.36% | -0.87% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, AAGOX achieves a -12.22% return, which is significantly higher than SWLGX's -13.06% return.
AAGOX
- 1D
- -1.75%
- 1M
- -8.36%
- YTD
- -12.22%
- 6M
- -15.26%
- 1Y
- 30.09%
- 3Y*
- 23.82%
- 5Y*
- 8.19%
- 10Y*
- 15.62%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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AAGOX vs. SWLGX - Expense Ratio Comparison
AAGOX has a 0.82% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
AAGOX vs. SWLGX — Risk / Return Rank
AAGOX
SWLGX
AAGOX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Large Cap Growth Portfolio Fund (AAGOX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAGOX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.66 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.10 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.72 | +0.72 |
Martin ratioReturn relative to average drawdown | 4.58 | 2.51 | +2.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAGOX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.66 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.56 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.68 | -0.14 |
Correlation
The correlation between AAGOX and SWLGX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AAGOX vs. SWLGX - Dividend Comparison
AAGOX's dividend yield for the trailing twelve months is around 13.80%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGOX Alger Large Cap Growth Portfolio Fund | 13.80% | 12.11% | 0.00% | 0.00% | 5.91% | 28.74% | 14.75% | 1.88% | 22.68% | 9.81% | 0.00% | 12.42% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
AAGOX vs. SWLGX - Drawdown Comparison
The maximum AAGOX drawdown since its inception was -60.22%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for AAGOX and SWLGX.
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Drawdown Indicators
| AAGOX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.22% | -32.69% | -27.53% |
Max Drawdown (1Y)Largest decline over 1 year | -18.11% | -16.16% | -1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -44.07% | -32.69% | -11.38% |
Max Drawdown (10Y)Largest decline over 10 years | -44.07% | — | — |
Current DrawdownCurrent decline from peak | -18.11% | -16.16% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -15.77% | -7.13% | -8.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 4.62% | +1.06% |
Volatility
AAGOX vs. SWLGX - Volatility Comparison
Alger Large Cap Growth Portfolio Fund (AAGOX) has a higher volatility of 8.18% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that AAGOX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAGOX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.18% | 5.38% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 18.26% | 11.82% | +6.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.00% | 22.31% | +5.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.04% | 21.47% | +4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.54% | 22.78% | +1.76% |