Correlation
The correlation between SNIGX and SWLSX is 0.95, 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.
SNIGX vs. SWLSX
Compare and contrast key facts about SIT Large Cap Growth Fund (SNIGX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SNIGX is managed by Sit. It was launched on Sep 2, 1982. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNIGX or SWLSX.
Performance
SNIGX vs. SWLSX - Performance Comparison
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Key characteristics
SNIGX:
0.55
SWLSX:
0.64
SNIGX:
0.75
SWLSX:
0.93
SNIGX:
1.10
SWLSX:
1.13
SNIGX:
0.45
SWLSX:
0.59
SNIGX:
1.49
SWLSX:
2.03
SNIGX:
6.45%
SWLSX:
6.71%
SNIGX:
22.74%
SWLSX:
25.05%
SNIGX:
-64.95%
SWLSX:
-49.89%
SNIGX:
-5.80%
SWLSX:
-3.38%
Returns By Period
In the year-to-date period, SNIGX achieves a -2.38% return, which is significantly lower than SWLSX's 1.17% return. Both investments have delivered pretty close results over the past 10 years, with SNIGX having a 13.63% annualized return and SWLSX not far behind at 13.28%.
SNIGX
-2.38%
5.82%
-1.77%
11.96%
16.27%
15.21%
13.63%
SWLSX
1.17%
7.43%
1.31%
15.52%
18.22%
16.53%
13.28%
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SNIGX vs. SWLSX - Expense Ratio Comparison
SNIGX has a 1.00% expense ratio, which is higher than SWLSX's 0.99% expense ratio.
Risk-Adjusted Performance
SNIGX vs. SWLSX — Risk-Adjusted Performance Rank
SNIGX
SWLSX
SNIGX vs. SWLSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Large Cap Growth Fund (SNIGX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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.
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Dividends
SNIGX vs. SWLSX - Dividend Comparison
SNIGX's dividend yield for the trailing twelve months is around 4.11%, more than SWLSX's 0.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNIGX SIT Large Cap Growth Fund | 4.11% | 4.01% | 1.94% | 3.93% | 5.89% | 5.33% | 9.56% | 10.20% | 11.95% | 7.73% | 29.92% | 23.16% |
SWLSX Schwab Large-Cap Growth Fund™ | 0.11% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.36% | 7.92% | 4.46% | 17.08% | 11.32% |
Drawdowns
SNIGX vs. SWLSX - Drawdown Comparison
The maximum SNIGX drawdown since its inception was -64.95%, which is greater than SWLSX's maximum drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SNIGX and SWLSX.
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Volatility
SNIGX vs. SWLSX - Volatility Comparison
The current volatility for SIT Large Cap Growth Fund (SNIGX) is 5.28%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.71%. This indicates that SNIGX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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