Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWLSX (SCHWAB LARGE-CAP GROWTH FUND SELECT SHARES) | -7.72% | 9.42% | 11.79% | 13.99% | 11.09% | 12.22% | NA | 9.91% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWLSX (SCHWAB LARGE-CAP GROWTH FUND SELECT SHARES) | 10/04/2005 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 10/04/2005.
AR inception is since 10/04/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.12 | 9.42 | 11.79 | 13.99 | 11.09 | 12.22 | NA | 9.91 | -7.72 | 29.27 | 38.27 | -28.38 | 19.68 | 27.63 | 31.02 | -7.94 | 28.95 | 4.75 | 3.82 | 13.26 | 32.36 | 13.69 | 1.04 | 13.17 | 27.28 | -35.80 | 8.31 | 11.61 | 2.52 |
| Sharpe Ratio | NA | 0.20 | 0.33 | 0.51 | 0.44 | NA | NA | 0.41 | -0.71 | 1.35 | 2.26 | -1.00 | 1.03 | 0.77 | 2.05 | -0.47 | 3.72 | 0.32 | 0.24 | 1.01 | 2.73 | 1.01 | 0.04 | 0.72 | 1.22 | -1.02 | 0.34 | 0.73 | 0.77 |
| Standard Deviation(%) | NA | 24.57 | 22.81 | 22.41 | 21.13 | NA | NA | 20.42 | 35.67 | 16.83 | 15.22 | 29.73 | 19.14 | 35.34 | 14.44 | 19.72 | 7.64 | 14.01 | 16.05 | 13.05 | 11.84 | 13.59 | 24.59 | 18.17 | 22.25 | 35.98 | 15.68 | 11.53 | 10.76 |
| Draw Down(%) | NA | 22.93 | 22.93 | 35.57 | 35.57 | NA | NA | 49.89 | 22.93 | 12.13 | 9.54 | 30.98 | 11.46 | 31.30 | 9.17 | 23.81 | 2.18 | 12.78 | 12.09 | 8.83 | 6.61 | 10.26 | 21.48 | 16.04 | 21.34 | 45.99 | 10.45 | 11.29 | 3.83 |
| Yield(%) | 0.00 | 0.00 | 0.02 | 0.02 | 4.15 | 6.21 | 4.98 | 5.24 | 0.00 | 0.00 | 0.05 | 0.01 | 0.00 | 0.00 | 6.61 | 10.09 | 9.38 | 4.55 | 15.19 | 11.61 | 0.73 | 1.13 | 0.49 | 0.60 | 0.72 | 0.36 | 0.46 | 0.31 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLSX (SCHWAB LARGE-CAP GROWTH FUND SELECT SHARES) |
-12.98%
Feb 2006 - Feb 2009 |
-0.91%
Sep 2006 - Sep 2011 |
6.05%
Jan 2006 - Jan 2016 |
7.28%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLSX (SCHWAB LARGE-CAP GROWTH FUND SELECT SHARES) |
26.02%
Dec 2018 - Dec 2021 |
20.53%
Feb 2009 - Feb 2014 |
16.85%
Sep 2011 - Sep 2021 |
14.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart