SWBRX vs. SWLSX
Compare and contrast key facts about Schwab Target 2010 Fund (SWBRX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWBRX is managed by Charles Schwab. It was launched on Jun 30, 2005. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWBRX vs. SWLSX - Performance Comparison
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SWBRX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWBRX Schwab Target 2010 Fund | -1.80% | 11.25% | 7.36% | 11.82% | -14.21% | 6.98% | 11.19% | 14.52% | -3.45% | 10.24% |
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, SWBRX achieves a -1.80% return, which is significantly higher than SWLSX's -12.73% return. Over the past 10 years, SWBRX has underperformed SWLSX with an annualized return of 5.32%, while SWLSX has yielded a comparatively higher 14.02% annualized return.
SWBRX
- 1D
- 0.23%
- 1M
- -4.17%
- YTD
- -1.80%
- 6M
- -0.26%
- 1Y
- 8.00%
- 3Y*
- 7.84%
- 5Y*
- 3.69%
- 10Y*
- 5.32%
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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SWBRX vs. SWLSX - Expense Ratio Comparison
SWBRX has a 0.00% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWBRX vs. SWLSX — Risk / Return Rank
SWBRX
SWLSX
SWBRX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2010 Fund (SWBRX) 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.
| SWBRX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.69 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.14 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.16 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.78 | +0.92 |
Martin ratioReturn relative to average drawdown | 7.13 | 2.74 | +4.38 |
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
| SWBRX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.69 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.55 | -0.13 |
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 | 0.56 | 0.51 | +0.05 |
Correlation
The correlation between SWBRX and SWLSX is 0.86, 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
SWBRX vs. SWLSX - Dividend Comparison
SWBRX's dividend yield for the trailing twelve months is around 7.67%, more than SWLSX's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWBRX Schwab Target 2010 Fund | 7.67% | 7.53% | 6.88% | 4.35% | 4.59% | 4.86% | 2.64% | 4.91% | 6.25% | 2.22% | 1.79% | 1.86% |
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
SWBRX vs. SWLSX - Drawdown Comparison
The maximum SWBRX drawdown since its inception was -37.52%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWBRX and SWLSX.
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Drawdown Indicators
| SWBRX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.52% | -49.89% | +12.37% |
Max Drawdown (1Y)Largest decline over 1 year | -4.65% | -16.17% | +11.52% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | -31.32% | +8.92% |
Max Drawdown (10Y)Largest decline over 10 years | -22.40% | -31.32% | +8.92% |
Current DrawdownCurrent decline from peak | -4.17% | -16.17% | +12.00% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -7.98% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 4.57% | -3.46% |
Volatility
SWBRX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Target 2010 Fund (SWBRX) is 2.27%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWBRX 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
| SWBRX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.27% | 5.73% | -3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 3.74% | 12.41% | -8.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 22.60% | -16.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.76% | 20.97% | -12.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.65% | 20.76% | -13.11% |