SCHG: Schwab Dow Jones U.S. LgCap Growth (SWLGX)

Last Price
Dividend *
Yield *
Dividend Payments *

28.30
$0.11
0.39 %
5

Volatility *
S&P 500 Volatility *
S&P 500 Correlation *

17.1 %
12.2 %
+0.95

Net Assets (Million)
First Data
More info

$38,458
Dec 11, 2009
Issuer Website

* Last Twelve Completed Months

	Q1	Q2	Q3	Q4	Annual
2024	+11.88 %	+8.87 %	+3.42 %	+8.78 %	+37.03 %
2023	+17.46 %	+15.15 %	-2.87 %	+14.26 %	+50.11 %
2022	-8.54 %	-22.39 %	-3.63 %	-0.30 %	-31.80 %
2021	+1.17 %	+12.58 %	+1.56 %	+10.76 %	+28.11 %
2020	-14.08 %	+27.69 %	+13.60 %	+11.65 %	+39.14 %
2019	+15.46 %	+5.02 %	+1.21 %	+10.83 %	+36.01 %
2018	+1.62 %	+5.91 %	+8.45 %	-15.49 %	-1.36 %
2017	+8.57 %	+4.80 %	+4.88 %	+7.30 %	+28.04 %
2016	-0.53 %	+0.38 %	+5.92 %	+1.00 %	+6.82 %
2015	+4.26 %	+0.03 %	-6.62 %	+6.01 %	+3.24 %
2014	+1.98 %	+5.81 %	+1.65 %	+5.59 %	+15.81 %
2013	+9.27 %	+2.70 %	+8.17 %	+10.43 %	+34.05 %
2012	+15.71 %	-4.48 %	+6.73 %	-0.92 %	+16.88 %
2011	+5.78 %	+0.14 %	-15.45 %	+10.84 %	-0.74 %
2010	+5.23 %	-12.31 %	+12.68 %	+12.40 %	+16.86 %

	Q1	Q2	Q3	Q4	Annual
2024	$0.02	$0.03	$0.03	$0.03	$0.11
2023	$0.02	$0.02	$0.02	$0.03	$0.10
2022	$0.02	$0.02	$0.02	$0.02	$0.08
2021	$0.02	$0.02	$0.02	$0.03	$0.09
2020	$0.02	$0.02	$0.02	$0.02	$0.08
2019	$0.02	$0.03	$0.03	$0.02	$0.10
2018	$0.02	$0.02	$0.02	$0.05	$0.11
2017	$0.02	$0.02	$0.03	$0.02	$0.09
2016	$0.02	$0.02	$0.01	$0.03	$0.07
2015	$0.02	$0.03	$0.02	$0.02	$0.08
2014	$0.02	$0.02	$0.02	$0.02	$0.07
2013	$0.01	$0.02	$0.02	$0.02	$0.06
2012	$0.01	$0.01	$0.01	$0.03	$0.06
2011	$0.01	$0.01	$0.01	$0.01	$0.04
2010	$0.01	$0.01	$0.01	$0.01	$0.03

Monthly ReturnsBy YearTotal Return

Monthly Total Returns (including all dividends): Dec-22 - Dec-24

Notes:

Though most ETFs have never paid a capital gains distribution, investors should monitor for non-recurring payments when considering yield.

Volatility is the annualized standard deviation of daily returns

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