SWLVX vs. PSECX
Compare and contrast key facts about Schwab U.S. Large-Cap Value Index Fund (SWLVX) and 1789 Growth and Income Fund (PSECX).
SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
SWLVX vs. PSECX - Performance Comparison
Loading graphics...
SWLVX vs. PSECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWLVX Schwab U.S. Large-Cap Value Index Fund | -0.06% | 15.87% | 14.36% | 11.45% | -7.61% | 25.15% | 2.64% | 26.49% | -8.39% | 0.30% |
PSECX 1789 Growth and Income Fund | -2.01% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 0.22% |
Returns By Period
In the year-to-date period, SWLVX achieves a -0.06% return, which is significantly higher than PSECX's -2.01% return.
SWLVX
- 1D
- -0.37%
- 1M
- -6.82%
- YTD
- -0.06%
- 6M
- 3.73%
- 1Y
- 13.42%
- 3Y*
- 13.48%
- 5Y*
- 8.93%
- 10Y*
- —
PSECX
- 1D
- -0.05%
- 1M
- -7.25%
- YTD
- -2.01%
- 6M
- -3.71%
- 1Y
- 6.71%
- 3Y*
- 9.78%
- 5Y*
- 7.18%
- 10Y*
- 6.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWLVX vs. PSECX - Expense Ratio Comparison
SWLVX has a 0.04% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
SWLVX vs. PSECX — Risk / Return Rank
SWLVX
PSECX
SWLVX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Value Index Fund (SWLVX) and 1789 Growth and Income Fund (PSECX). 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.
| SWLVX | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.59 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.36 | 0.93 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.12 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.82 | +0.28 |
Martin ratioReturn relative to average drawdown | 5.22 | 3.31 | +1.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SWLVX | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.59 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.61 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.53 | -0.05 |
Correlation
The correlation between SWLVX and PSECX is 0.88, 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
SWLVX vs. PSECX - Dividend Comparison
SWLVX's dividend yield for the trailing twelve months is around 2.02%, more than PSECX's 0.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLVX Schwab U.S. Large-Cap Value Index Fund | 2.02% | 2.02% | 2.75% | 2.56% | 2.29% | 4.86% | 2.00% | 4.35% | 1.87% | 0.00% | 0.00% | 0.00% |
PSECX 1789 Growth and Income Fund | 0.87% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
SWLVX vs. PSECX - Drawdown Comparison
The maximum SWLVX drawdown since its inception was -38.34%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for SWLVX and PSECX.
Loading graphics...
Drawdown Indicators
| SWLVX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.34% | -31.13% | -7.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -8.36% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -19.05% | -18.47% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.13% | — |
Current DrawdownCurrent decline from peak | -6.82% | -7.44% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -3.90% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.07% | +0.42% |
Volatility
SWLVX vs. PSECX - Volatility Comparison
Schwab U.S. Large-Cap Value Index Fund (SWLVX) has a higher volatility of 3.72% compared to 1789 Growth and Income Fund (PSECX) at 3.06%. This indicates that SWLVX's price experiences larger fluctuations and is considered to be riskier than PSECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWLVX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 3.06% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 7.60% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 13.13% | +2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.82% | 11.90% | +2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 13.17% | +5.49% |