SWLGX
Schwab US LargeCap Growth IxFd
$112.23
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 2721.364M |
| 52 Week High | 112.23 |
| 52 Week Low | 75.775 |
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Key Data
| Symbol | SWLGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 112.23 |
| Price Yesterday | 112.23 |
| Market Cap | 2,721.36 |
| YTD Return | 25.26% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.00035 |
Overview
| 52 Week High | 112.23 |
|---|---|
| 52 Week Low | 75.78 |
| Market Cap | 2,721.36M |
| Shares Outstanding | 24.25M |
| Income Dividend Yield | 0.54% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.54% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 310.88% |
| One Months | 160.05% |
| Three Months | 65.08% |
| Six Months | 59.59% |
| Nine Months | 56.65% |
| One Year | 40.13% |
| Three Years | 11.81% |
| Five Years | 19.79% |
| Ten Years | -999 |
| YTD | 54.80% |
| Since Inception | 18.25% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.84% |
| One Month | 7.87% |
| Three Months | 13.11% |
| Six Months | 25.83% |
| Nine Months | 39.48% |
| One Year | 40.09% |
| Three Years | 39.57% |
| Five Years | 146.05% |
| Ten Years | -999 |
| YTD | 25.26% |
| Since Inception | 198.38% |
Yearly Returns
| 2024 | 25.26% |
|---|---|
| 2023 | 42.66% |
| 2022 | -29.16% |
| 2021 | 27.53% |
| 2020 | 38.43% |
| 2019 | 36.29% |
| 2018 | -1.56% |
| 2017 | -0.48% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | 5.57% |
|---|---|
| Beta | 1.25 |
| Correlation | 94.98% |
| Downside Deviation | 2.99% |
| Coefficient of determination | 90.20% |
| Standard Deviation | 4.24% |
| Sharpe Ratio | 0.78 |
| Sortino | 3.81 |
| Treynor | 27.79 |
| Ulcer Index | 2.91 |
| Ulcer Performance Index | 3.92 |