SWLSX vs. SWYDX
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab Target 2025 Index Fund (SWYDX).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. SWYDX is managed by Charles Schwab. It was launched on Aug 24, 2016.
Performance
SWLSX vs. SWYDX - Performance Comparison
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SWLSX vs. SWYDX - 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% |
SWYDX Schwab Target 2025 Index Fund | -2.02% | 12.60% | 8.62% | 14.47% | -14.78% | 10.24% | 12.37% | 18.89% | -6.38% | 14.53% |
Returns By Period
In the year-to-date period, SWLSX achieves a -12.73% return, which is significantly lower than SWYDX's -2.02% 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%
SWYDX
- 1D
- 0.13%
- 1M
- -4.69%
- YTD
- -2.02%
- 6M
- -0.30%
- 1Y
- 9.34%
- 3Y*
- 9.24%
- 5Y*
- 4.85%
- 10Y*
- —
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SWLSX vs. SWYDX - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than SWYDX's 0.04% expense ratio.
Return for Risk
SWLSX vs. SWYDX — Risk / Return Rank
SWLSX
SWYDX
SWLSX vs. SWYDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab Target 2025 Index Fund (SWYDX). 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 | SWYDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.19 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.72 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.56 | -0.79 |
Martin ratioReturn relative to average drawdown | 2.74 | 7.07 | -4.32 |
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 | SWYDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.19 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.53 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.68 | -0.17 |
Correlation
The correlation between SWLSX and SWYDX is 0.85, 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
SWLSX vs. SWYDX - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 1.34%, less than SWYDX's 5.48% 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% |
SWYDX Schwab Target 2025 Index Fund | 5.48% | 5.37% | 3.41% | 2.58% | 2.32% | 1.92% | 1.79% | 1.91% | 0.00% | 1.33% | 0.79% | 0.00% |
Drawdowns
SWLSX vs. SWYDX - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, which is greater than SWYDX's maximum drawdown of -20.49%. Use the drawdown chart below to compare losses from any high point for SWLSX and SWYDX.
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Drawdown Indicators
| SWLSX | SWYDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -20.49% | -29.40% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -5.83% | -10.34% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -20.43% | -10.89% |
Max Drawdown (10Y)Largest decline over 10 years | -31.32% | — | — |
Current DrawdownCurrent decline from peak | -16.17% | -4.81% | -11.36% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -3.48% | -4.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 1.29% | +3.28% |
Volatility
SWLSX vs. SWYDX - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) has a higher volatility of 5.73% compared to Schwab Target 2025 Index Fund (SWYDX) at 2.69%. This indicates that SWLSX's price experiences larger fluctuations and is considered to be riskier than SWYDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWLSX | SWYDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 2.69% | +3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 4.43% | +7.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 8.02% | +14.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.97% | 9.16% | +11.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 9.85% | +10.91% |