SWQRX vs. SWLSX
Compare and contrast key facts about Schwab Target 2065 Fund (SWQRX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWQRX is managed by Charles Schwab. It was launched on Feb 24, 2021. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWQRX vs. SWLSX - Performance Comparison
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SWQRX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SWQRX Schwab Target 2065 Fund | -4.16% | 20.95% | 14.36% | 21.21% | -20.23% | 15.97% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 34.61% |
Returns By Period
In the year-to-date period, SWQRX achieves a -4.16% return, which is significantly higher than SWLSX's -12.73% return.
SWQRX
- 1D
- -0.40%
- 1M
- -9.27%
- YTD
- -4.16%
- 6M
- -1.31%
- 1Y
- 16.97%
- 3Y*
- 14.45%
- 5Y*
- 7.63%
- 10Y*
- —
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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SWQRX vs. SWLSX - Expense Ratio Comparison
SWQRX has a 0.00% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWQRX vs. SWLSX — Risk / Return Rank
SWQRX
SWLSX
SWQRX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2065 Fund (SWQRX) 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.
| SWQRX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.69 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.14 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.78 | +0.54 |
Martin ratioReturn relative to average drawdown | 5.99 | 2.74 | +3.25 |
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
| SWQRX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.69 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.55 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.51 | +0.01 |
Correlation
The correlation between SWQRX 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
SWQRX vs. SWLSX - Dividend Comparison
SWQRX's dividend yield for the trailing twelve months is around 3.30%, more than SWLSX's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWQRX Schwab Target 2065 Fund | 3.30% | 3.16% | 2.92% | 3.31% | 5.00% | 2.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
SWQRX vs. SWLSX - Drawdown Comparison
The maximum SWQRX drawdown since its inception was -28.26%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWQRX and SWLSX.
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Drawdown Indicators
| SWQRX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.26% | -49.89% | +21.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -16.17% | +4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -28.26% | -31.32% | +3.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.32% | — |
Current DrawdownCurrent decline from peak | -9.80% | -16.17% | +6.37% |
Average DrawdownAverage peak-to-trough decline | -6.85% | -7.98% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 4.57% | -2.07% |
Volatility
SWQRX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Target 2065 Fund (SWQRX) is 5.12%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWQRX 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
| SWQRX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | 5.73% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 12.41% | -3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.13% | 22.60% | -6.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.84% | 20.97% | -5.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 20.76% | -4.94% |