Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWLGX (SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND) | 4.11% | 21.17% | 23.94% | 14.63% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWLGX (SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND) | 12/20/2017 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.50 | 21.17 | 23.94 | 14.63 | NA | NA | NA | … | … | 4.11 | 18.55 | 33.30 | 42.67 | -29.17 | 27.55 | 38.43 | 36.29 | -1.56 | -0.48 |
| Sharpe Ratio | NA | 1.24 | 1.07 | 0.57 | NA | NA | NA | … | … | 0.38 | 0.67 | 1.70 | 2.47 | -1.00 | 1.62 | 1.07 | 2.42 | -0.15 | -4.44 |
| Standard Deviation(%) | NA | 15.82 | 19.21 | 21.48 | NA | NA | NA | … | … | 17.87 | 23.41 | 17.46 | 15.96 | 30.57 | 16.98 | 35.63 | 14.37 | 19.78 | 4.33 |
| Draw Down(%) | NA | 16.16 | 23.30 | 32.69 | NA | NA | NA | … | … | 13.80 | 23.12 | 13.12 | 9.78 | 32.31 | 9.66 | 31.47 | 7.91 | 21.95 | 0.55 |
| Yield(%) | 0.00 | 0.07 | 0.56 | 0.90 | 1.22 | 0.81 | 0.61 | … | … | 0.00 | 0.07 | 0.70 | 0.96 | 0.65 | 2.24 | 0.91 | 1.29 | 0.99 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLGX (SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND) |
7.74%
Dec 2019 – Dec 2022 |
11.17%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLGX (SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND) |
34.01%
Dec 2018 – Dec 2021 |
20.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart