Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
Schwab Managed ETF Portfolios Balanced with Growth
Schwab Managed ETF Portfolios Balanced with Growth (Static Portfolio)
live (public) 0.46% December 31
See Schwab managed ETF portfolios
Buy and Hold (Quarterly Reblance)
US_large-cap_stocks SCHX 22%
US_small-cap_stocks SCHA 6%
US_micro-cap_stocks IWC 1%
Intl_developed-market_large-cap_stocks SWISX 17%
Intl_developed-market_small-cap_stocks SCHC 3%
Intl_emerging-market_stocks SCHE 5%
Real_estate SCHH 5%
Energy DBE 2%
Agriculture DBA 2%
Precious_metals DBP 1%
Industrial_metals DBB 1%
Inflation-protected_bonds SCHP 2%
Treasury _bonds SWGSX 9%
Agency_bonds AGZ 2%
Corporate_bonds VCIT 4%
Securitized_bonds VMBS 11%
Intl_developed-market_bonds BWX 1%
High-yield_bonds VWEHX 1%
Cash Cash 5%
Simulated from 1/13/2011
Holdings (As of 12/31/2018)
* Day change on 12/31/2018.
Previous
Performance (As of 12/31/2018)
Since 01/13/2011
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Schwab Managed ETF Portfolios Balanced with Growth | -8.4% | -7.3% | 3.6% | 2.7% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 7.7% | 25.5% | 8.4% | 13.5% | 12.6% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.0% | 14.4% | 2.6% | 7.7% | 7.7% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/13/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | -7.3 | 3.6 | 2.7 | NA | 4.3 | -7.3 | 12.5 | 6.6 | -1.3 | 4.4 | 11.9 | 11.7 | -2.1 |
| Sharpe Ratio | NA | -0.91 | 0.36 | 0.29 | NA | 0.44 | -0.91 | 2.76 | 0.72 | -0.15 | 0.68 | 1.58 | 1.34 | -0.14 |
| Draw Down(%) | NA | 13.8 | 13.8 | 13.8 | NA | 14.4 | 13.8 | 1.6 | 7.0 | 9.2 | 5.3 | 6.4 | 7.7 | 14.4 |
| Standard Deviation(%) | NA | 9.5 | 8.0 | 7.8 | NA | 9.2 | 9.5 | 4.3 | 9.0 | 8.8 | 6.4 | 7.6 | 8.6 | 15.5 |
| Treynor Ratio | NA | -0.16 | 0.05 | 0.04 | NA | 0.07 | -0.16 | 0.22 | 0.1 | -0.02 | 0.08 | 0.19 | 0.18 | -0.03 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 |
| Beta | NA | 0.53 | 0.57 | 0.55 | NA | 0.59 | 0.53 | 0.54 | 0.64 | 0.53 | 0.52 | 0.64 | 0.64 | 0.64 |
| RSquared | NA | 0.91 | 0.86 | 0.87 | NA | 0.9 | 0.91 | 0.71 | 0.86 | 0.89 | 0.86 | 0.87 | 0.9 | 0.95 |
| Sortino Ratio | NA | -1.15 | 0.48 | 0.4 | NA | 0.6 | -1.15 | 4.39 | 0.99 | -0.2 | 0.95 | 2.24 | 2.02 | -0.19 |
| Yield(%) | N/A | 1.82 | 1.37 | 1.76 | N/A | 2.24 | 1.82 | 0.38 | 1.91 | 2.54 | 2.15 | 1.95 | 2.46 | 2.47 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2011
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>