PLBEX vs. SWLGX
Compare and contrast key facts about Plumb Equity Fund (PLBEX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
PLBEX is managed by Plumb Funds. It was launched on May 24, 2007. 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
PLBEX vs. SWLGX - Performance Comparison
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PLBEX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLBEX Plumb Equity Fund | -12.08% | 10.58% | 18.01% | 42.77% | -32.91% | 3.44% | 32.39% | 33.00% | -2.43% | -0.36% |
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, PLBEX achieves a -12.08% return, which is significantly higher than SWLGX's -13.06% return.
PLBEX
- 1D
- -1.03%
- 1M
- -9.03%
- YTD
- -12.08%
- 6M
- -11.53%
- 1Y
- 6.02%
- 3Y*
- 12.60%
- 5Y*
- 3.40%
- 10Y*
- 11.51%
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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PLBEX vs. SWLGX - Expense Ratio Comparison
PLBEX has a 1.19% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
PLBEX vs. SWLGX — Risk / Return Rank
PLBEX
SWLGX
PLBEX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Plumb Equity Fund (PLBEX) 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.
| PLBEX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.66 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.10 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.15 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.72 | -0.49 |
Martin ratioReturn relative to average drawdown | 0.80 | 2.51 | -1.71 |
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
| PLBEX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.66 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.56 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.68 | -0.36 |
Correlation
The correlation between PLBEX and SWLGX is 0.93, 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
PLBEX vs. SWLGX - Dividend Comparison
PLBEX's dividend yield for the trailing twelve months is around 5.64%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLBEX Plumb Equity Fund | 5.64% | 4.96% | 0.58% | 0.00% | 11.55% | 25.39% | 9.27% | 4.24% | 14.87% | 12.93% | 1.07% | 12.02% |
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
PLBEX vs. SWLGX - Drawdown Comparison
The maximum PLBEX drawdown since its inception was -52.48%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for PLBEX and SWLGX.
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Drawdown Indicators
| PLBEX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.48% | -32.69% | -19.79% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -16.16% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -43.69% | -32.69% | -11.00% |
Max Drawdown (10Y)Largest decline over 10 years | -43.69% | — | — |
Current DrawdownCurrent decline from peak | -16.06% | -16.16% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -11.98% | -7.13% | -4.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 4.62% | +0.02% |
Volatility
PLBEX vs. SWLGX - Volatility Comparison
Plumb Equity Fund (PLBEX) has a higher volatility of 6.20% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that PLBEX'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
| PLBEX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 5.38% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 13.18% | 11.82% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.20% | 22.31% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 21.47% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.09% | 22.78% | +0.31% |