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Schwab Select Large Cap Growth Fund: (MF: LGILX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$23.09 USD
+0.40 (1.76%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.64 | 12 |
| 3 months | 13.64 | 12 |
| 6 months | 29.75 | 10 |
| 1 Year | 43.40 | 5 |
| 3 Year | 7.78 | 54 |
| 5 Year | 14.45 | 28 |
| 10 Year | 14.07 | 9 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 43.40 |
| 5 Year | 14.45 |
| 10 Year | 14.07 |
| Since Inception | 15.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.64 | NA | NA | NA |
| 2023 | 17.08 | 14.54 | -3.51 | 14.17 |
| 2022 | -13.67 | -23.38 | -7.30 | 1.06 |
| 2021 | 0.10 | 12.86 | 0.48 | 6.10 |
| 2020 | -11.78 | 28.76 | 10.77 | 9.92 |
| 2019 | 17.02 | 5.91 | -2.43 | 9.66 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.64 | 47.75 | -38.04 | 20.45 | 38.31 | 32.60 | 1.98 | 33.91 | 0.76 | 6.27 | 8.72 |
| % Total Return Rel to Index | 3.08 | 21.50 | -19.83 | -8.22 | 19.91 | 1.11 | 6.37 | 12.11 | -11.17 | 4.88 | -4.92 |
| % Total Return Rel to Peer | 3.69 | 24.75 | -18.34 | -1.60 | 18.39 | 4.17 | 8.84 | 13.23 | -7.05 | 7.87 | 0.51 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.84 | 2.30 | 4.19 | 1.52 | 1.87 | 1.54 | 2.64 | 0.27 | 1.08 | 3.40 |
| Expense Ratio | 0.00 | 0.74 | 0.71 | 0.72 | 0.74 | 0.75 | 0.75 | 0.76 | 0.75 | 0.77 | 0.78 |
* 1 = Top 20%, 5 = Bottom 20%