SWLSX
Schwab LargeCap Growth
$34.41
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 447.533M |
| 52 Week High | 34.41 |
| 52 Week Low | 23.792 |
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Key Data
| Symbol | SWLSX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 34.41 |
| Price Yesterday | 34.41 |
| Market Cap | 447.53 |
| YTD Return | 24.04% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0099 |
Overview
| 52 Week High | 34.41 |
|---|---|
| 52 Week Low | 23.79 |
| Market Cap | 447.53M |
| Shares Outstanding | 13.01M |
| Income Dividend Yield | 0.03% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.03% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 213.22% |
| One Months | 111.99% |
| Three Months | 53.50% |
| Six Months | 55.92% |
| Nine Months | 52.71% |
| One Year | 36.42% |
| Three Years | 11.92% |
| Five Years | 17.85% |
| Ten Years | 14.16% |
| YTD | 51.91% |
| Since Inception | 11.10% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.29% |
| One Month | 6.14% |
| Three Months | 11.11% |
| Six Months | 24.40% |
| Nine Months | 36.87% |
| One Year | 36.38% |
| Three Years | 39.95% |
| Five Years | 126.84% |
| Ten Years | 274.71% |
| YTD | 24.04% |
| Since Inception | 616.58% |
Yearly Returns
| 2024 | 24.04% |
|---|---|
| 2023 | 38.26% |
| 2022 | -26.99% |
| 2021 | 29.23% |
| 2020 | 29.02% |
| 2019 | 31.02% |
| 2018 | -7.70% |
| 2017 | 28.94% |
| 2016 | 4.76% |
| 2015 | 3.82% |
Risk against SP-DA
| Alpha | 3.35% |
|---|---|
| Beta | 1.19 |
| Correlation | 93.21% |
| Downside Deviation | 2.95% |
| Coefficient of determination | 86.88% |
| Standard Deviation | 4.10% |
| Sharpe Ratio | 0.54 |
| Sortino | 2.62 |
| Treynor | 26.16 |
| Ulcer Index | 2.95 |
| Ulcer Performance Index | 2.61 |