LGILX
Schwab Select LargeCap Growth
$26.88
0.02 (0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 2379.047M |
| 52 Week High | 26.88 |
| 52 Week Low | 17.726 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | LGILX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 26.88 |
| Price Yesterday | 26.86 |
| Market Cap | 2,379.05 |
| YTD Return | 26.91% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0075 |
Overview
| 52 Week High | 26.88 |
|---|---|
| 52 Week Low | 17.73 |
| Market Cap | 2,379.05M |
| Shares Outstanding | 88.51M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 12.74% |
| Short Term Dividend Yield | 1.57% |
| 52 Week Yield (All) | 14.31% |
Returns Annualized
| One Day | 20.65% |
|---|---|
| Five Days | 301.11% |
| One Months | 145.80% |
| Three Months | 58.85% |
| Six Months | 63.96% |
| Nine Months | 60.15% |
| One Year | 42.27% |
| Three Years | 6.70% |
| Five Years | 15.24% |
| Ten Years | 15.03% |
| YTD | 58.79% |
| Since Inception | 9.53% |
Returns Total
| One Day | 0.07% |
|---|---|
| Five Days | 2.79% |
| One Month | 7.39% |
| Three Months | 12.05% |
| Six Months | 27.51% |
| Nine Months | 41.78% |
| One Year | 42.22% |
| Three Years | 21.35% |
| Five Years | 102.87% |
| Ten Years | 304.03% |
| YTD | 26.91% |
| Since Inception | 1032.27% |
Yearly Returns
| 2024 | 26.91% |
|---|---|
| 2023 | 47.79% |
| 2022 | -38.03% |
| 2021 | 20.46% |
| 2020 | 38.33% |
| 2019 | 32.58% |
| 2018 | 1.95% |
| 2017 | 33.91% |
| 2016 | 0.78% |
| 2015 | 6.27% |
Risk against SP-DA
| Alpha | 5.30% |
|---|---|
| Beta | 1.35 |
| Correlation | 95.71% |
| Downside Deviation | 3.41% |
| Coefficient of determination | 91.61% |
| Standard Deviation | 4.55% |
| Sharpe Ratio | 0.86 |
| Sortino | 3.97 |
| Treynor | 27.25 |
| Ulcer Index | 3.18 |
| Ulcer Performance Index | 4.26 |