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Schwab Large Cap Growth Opportunities Fund LGILX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LGILX | Replication |
|---|---|---|
| Annualized growth | 8.9% | 12.8% |
| Annualized volatility | 21.9% | 21.1% |
| Sharpe ratio | 0.50 | 0.68 |
| Maximum drawdown | 42.8% | 35.4% |
| Replication fit (R²) | 0.98 · Tracking error 3.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model LGILX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 85.3% |
| VOT | Mid-Cap · Growth | 6.5% |
| EFG | Intl · Growth | 4.2% |
| XLK | Sector · Technology | 4.0% |