Morningstar ratings
Aug 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Schw Us L-Cp Grw | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 7.39% | 10.32% | 11.77% | 7.07% |
| 1 week | 0.17% | 1.11% | 1.05% | 1.75% |
| 1 month | 2.35% | 3.00% | 2.81% | 4.23% |
| 6 months | 15.72% | 12.72% | 16.11% | 9.62% |
| 1 year | 10.78% | 14.30% | 16.32% | 12.47% |
| 3 years | 87.82% | 69.69% | 89.51% | 48.66% |
| All | 1169.48% | 46.33% | 1191.76% | 3927.64% |