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Schwab U.s. Large-cap Growth Index Fund: (MF: SWLGX)
(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET
$16.67 USD
-0.04 (-0.24%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.09 | 20 |
| 3 months | 20.12 | 12 |
| 6 months | 7.95 | 9 |
| 1 Year | 23.71 | 12 |
| 3 Year | 22.57 | 7 |
| 5 Year | 17.23 | 5 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 17.21 |
| 5 Year | 18.10 |
| 10 Year | NA |
| Since Inception | 17.65 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.94 | 17.82 | NA | NA |
| 2024 | 11.40 | 8.30 | 3.20 | 7.04 |
| 2023 | 14.35 | 12.79 | -3.13 | 14.18 |
| 2022 | -9.04 | -20.93 | -3.59 | 2.18 |
| 2021 | 0.93 | 11.92 | 1.14 | 11.61 |
| 2020 | -14.10 | 27.81 | 13.20 | 11.36 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.09 | 33.29 | 42.66 | -29.16 | 27.52 | 38.42 | 36.29 | -1.56 |
| % Total Return Rel to Index | 1.50 | 8.27 | 16.41 | -10.95 | -1.15 | 20.02 | 4.80 | 2.82 |
| % Total Return Rel to Peer | 3.14 | 13.90 | 19.66 | -9.46 | 5.47 | 18.51 | 7.86 | 5.29 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.62 | 0.60 | 0.58 | 0.51 | 0.48 | 0.50 | 0.39 |
| % Yield | 0.00 | 0.49 | 0.65 | 0.87 | 0.53 | 0.63 | 0.90 | 0.97 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.07 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%