SWLSX vs. SWRSX
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006.
Performance
SWLSX vs. SWRSX - Performance Comparison
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SWLSX vs. SWRSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 0.39% | 6.84% | 1.95% | 3.80% | -12.01% | 5.83% | 10.88% | 8.38% | -1.32% | 2.69% |
Returns By Period
In the year-to-date period, SWLSX achieves a -12.73% return, which is significantly lower than SWRSX's 0.39% return. Over the past 10 years, SWLSX has outperformed SWRSX with an annualized return of 14.02%, while SWRSX has yielded a comparatively lower 2.57% annualized return.
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%
SWRSX
- 1D
- 0.58%
- 1M
- -1.33%
- YTD
- 0.39%
- 6M
- 0.33%
- 1Y
- 2.91%
- 3Y*
- 3.14%
- 5Y*
- 1.42%
- 10Y*
- 2.57%
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SWLSX vs. SWRSX - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than SWRSX's 0.05% expense ratio.
Return for Risk
SWLSX vs. SWRSX — Risk / Return Rank
SWLSX
SWRSX
SWLSX vs. SWRSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX). 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.
| SWLSX | SWRSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.84 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.17 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.44 | -0.66 |
Martin ratioReturn relative to average drawdown | 2.74 | 4.27 | -1.53 |
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
| SWLSX | SWRSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.84 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.24 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.48 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.57 | -0.06 |
Correlation
The correlation between SWLSX and SWRSX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SWLSX vs. SWRSX - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 1.34%, less than SWRSX's 3.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.36% | 4.20% | 3.68% | 3.11% | 7.95% | 4.45% | 1.33% | 2.20% | 2.87% | 1.75% | 1.81% | 1.06% |
Drawdowns
SWLSX vs. SWRSX - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, which is greater than SWRSX's maximum drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for SWLSX and SWRSX.
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Drawdown Indicators
| SWLSX | SWRSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -14.29% | -35.60% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -2.68% | -13.49% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -14.29% | -17.03% |
Max Drawdown (10Y)Largest decline over 10 years | -31.32% | -14.29% | -17.03% |
Current DrawdownCurrent decline from peak | -16.17% | -1.33% | -14.84% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -3.75% | -4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 0.90% | +3.67% |
Volatility
SWLSX vs. SWRSX - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) has a higher volatility of 5.73% compared to Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) at 1.30%. This indicates that SWLSX's price experiences larger fluctuations and is considered to be riskier than SWRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWLSX | SWRSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 1.30% | +4.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 2.17% | +10.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 4.00% | +18.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.97% | 6.05% | +14.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 5.39% | +15.37% |