SWLSX
Schwab LargeCap Growth
$29.77
-0.25 (-0.83%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Growth |
---|---|
Market Cap | 374.804M |
52 Week High | 31.38 |
52 Week Low | 22.332 |
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Key Data
Symbol | SWLSX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 29.77 |
Price Yesterday | 30.02 |
Market Cap | 374.80 |
YTD Return | 7.32% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0099 |
Overview
52 Week High | 31.38 |
---|---|
52 Week Low | 22.33 |
Market Cap | 374.80M |
Shares Outstanding | 12.59M |
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 | -87.87% |
---|---|
Five Days | -16.98% |
One Months | -42.25% |
Three Months | 8.94% |
Six Months | 51.00% |
Nine Months | 19.26% |
One Year | 33.34% |
Three Years | 8.62% |
Five Years | 14.66% |
Ten Years | 13.38% |
YTD | 24.94% |
Since Inception | 10.36% |
Returns Total
One Day | -0.83% |
---|---|
Five Days | -0.37% |
One Month | -4.67% |
Three Months | 2.16% |
Six Months | 22.66% |
Nine Months | 14.19% |
One Year | 33.31% |
Three Years | 28.13% |
Five Years | 97.91% |
Ten Years | 250.07% |
YTD | 7.32% |
Since Inception | 519.82% |
Yearly Returns
2024 | 7.32% |
---|---|
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 | 3.60% |
---|---|
Beta | 1.18 |
Correlation | 95.10% |
Downside Deviation | 2.93% |
Coefficient of determination | 90.43% |
Standard Deviation | 4.23% |
Sharpe Ratio | 0.5 |
Sortino | 2.52 |
Treynor | 23.62 |
Ulcer Index | 2.88 |
Ulcer Performance Index | 2.57 |