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.
Performance
SNIGX vs. SWLSX - Performance Comparison
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SNIGX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNIGX SIT Large Cap Growth Fund | -11.47% | 15.24% | 26.21% | 39.68% | -28.26% | 28.39% | 33.99% | 32.89% | -3.28% | 27.78% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Returns By Period
In the year-to-date period, SNIGX achieves a -11.47% return, which is significantly higher than SWLSX's -12.73% return. Both investments have delivered pretty close results over the past 10 years, with SNIGX having a 14.21% annualized return and SWLSX not far behind at 14.02%.
SNIGX
- 1D
- -0.26%
- 1M
- -8.33%
- YTD
- -11.47%
- 6M
- -8.71%
- 1Y
- 12.16%
- 3Y*
- 17.00%
- 5Y*
- 10.07%
- 10Y*
- 14.21%
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
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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.
Return for Risk
SNIGX vs. SWLSX — Risk / Return Rank
SNIGX
SWLSX
SNIGX vs. SWLSX - Risk-Adjusted Trends 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.
| SNIGX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.69 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.14 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 0.78 | -0.02 |
Martin ratioReturn relative to average drawdown | 2.88 | 2.74 | +0.14 |
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
| SNIGX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.69 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.55 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.68 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.51 | -0.01 |
Correlation
The correlation between SNIGX and SWLSX is 0.97, 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
SNIGX vs. SWLSX - Dividend Comparison
SNIGX's dividend yield for the trailing twelve months is around 2.41%, more than SWLSX's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNIGX SIT Large Cap Growth Fund | 2.41% | 2.13% | 4.01% | 1.84% | 3.87% | 5.89% | 5.33% | 9.56% | 10.20% | 11.95% | 7.73% | 29.92% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
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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Drawdown Indicators
| SNIGX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.95% | -49.89% | -15.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -16.17% | +3.18% |
Max Drawdown (5Y)Largest decline over 5 years | -32.14% | -31.32% | -0.82% |
Max Drawdown (10Y)Largest decline over 10 years | -32.14% | -31.32% | -0.82% |
Current DrawdownCurrent decline from peak | -12.99% | -16.17% | +3.18% |
Average DrawdownAverage peak-to-trough decline | -15.81% | -7.98% | -7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 4.57% | -1.18% |
Volatility
SNIGX vs. SWLSX - Volatility Comparison
The current volatility for SIT Large Cap Growth Fund (SNIGX) is 4.66%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. 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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Volatility by Period
| SNIGX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 5.73% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 12.41% | -2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.98% | 22.60% | -2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 20.97% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.46% | 20.76% | -0.30% |