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SWLSX: SCHWAB LARGE-CAP GROWTH FUND SELECT SHARES (MUTUAL FUND)
Basic Info 44.92 1.69(3.63%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 10/04/2005 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 1.37% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | 5.9 | 23.9 | 22.8 | 12.7 | 15.0 | 13.7 | 11.1 | 11.0 | 19.7 | 29.4 | 38.3 | -28.4 | 19.7 | 27.6 | 31.0 | -7.9 | 28.9 | 4.8 | 3.8 | 13.3 | 32.4 | 13.7 | 1.0 | 13.2 | 27.3 | -35.8 | 8.3 | 11.6 | 2.5 |
| Sharpe Ratio | NA | 1.37 | 1.75 | 1.16 | 0.52 | 0.66 | NA | NA | 0.49 | 0.72 | 1.53 | 2.3 | -1.01 | 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 | 0.33 | 0.71 | 0.75 |
| Draw Down(%) | NA | 13.7 | 16.2 | 22.9 | 35.6 | 35.6 | NA | NA | 49.9 | 22.9 | 12.1 | 9.5 | 31.0 | 11.5 | 31.3 | 9.2 | 23.8 | 2.2 | 12.8 | 12.1 | 8.8 | 6.6 | 10.3 | 21.5 | 16.0 | 21.3 | 46.0 | 10.4 | 11.3 | 3.8 |
| Standard Deviation(%) | NA | 18.3 | 16.0 | 19.0 | 21.4 | 21.1 | NA | NA | 20.2 | 23.5 | 16.8 | 15.2 | 29.7 | 19.1 | 35.3 | 14.4 | 19.7 | 7.6 | 14.0 | 16.0 | 13.0 | 11.8 | 13.6 | 24.6 | 18.2 | 22.3 | 36.0 | 15.7 | 11.5 | 10.8 |
| Treynor Ratio | NA | 0.26 | 0.3 | 0.25 | 0.13 | 0.16 | NA | NA | 0.11 | 0.18 | 0.3 | 0.45 | -0.38 | 0.26 | 0.3 | 0.44 | -0.1 | 0.35 | 0.05 | 0.04 | 0.14 | 0.34 | 0.16 | 0.01 | 0.14 | 0.31 | -0.39 | 0.06 | 0.1 | 0.1 |
| Alpha | NA | 0.06 | 0.04 | 0.01 | 0.02 | 0.0 | NA | NA | 0.0 | 0.02 | 0.01 | 0.01 | 0.02 | 0.04 | -0.07 | 0.01 | -0.04 | 0.01 | 0.02 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.04 | -0.04 |
| Beta | NA | 0.94 | 0.94 | 0.89 | 0.83 | 0.84 | NA | NA | 0.88 | 0.94 | 0.86 | 0.78 | 0.78 | 0.75 | 0.92 | 0.66 | 0.92 | 0.81 | 0.91 | 0.97 | 0.92 | 0.94 | 0.86 | 0.91 | 0.93 | 0.89 | 0.95 | 0.9 | 0.83 | 0.79 |
| RSquared | NA | 0.93 | 0.94 | 0.96 | 0.92 | 0.89 | NA | NA | 0.91 | 0.98 | 0.97 | 0.93 | 0.94 | 0.73 | 0.87 | 0.71 | 0.96 | 0.84 | 0.92 | 0.95 | 0.93 | 0.92 | 0.84 | 0.96 | 0.97 | 0.96 | 0.96 | 0.88 | 0.86 | 0.86 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 6.6 | 10.1 | 9.4 | 4.6 | 15.2 | 11.6 | 0.7 | 1.1 | 0.5 | 0.6 | 0.7 | 0.4 | 0.5 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1109.8 | 310.0 | 150.0 | N/A | N/A | -100.0 | -46.5 | 28.5 | 112.1 | -73.8 | 34.0 | 1927.7 | -26.6 | 132.7 | -8.3 | 3.4 | 31.8 | -15.4 | 62.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2005
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