Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FNDB (Schwab Fundamental U.S. Broad Market ETF) | 5.46% | 12.57% | 14.83% | 17.20% | 11.83% | NA | NA | 12.86% |
Data as of 07/08/2025, AR inception is 08/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNDB (Schwab Fundamental U.S. Broad Market ETF) | 08/15/2013 | 07/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 12.57 | 14.83 | 17.20 | 11.83 | NA | NA | 12.86 | 5.46 | 16.26 | 18.42 | -7.53 | 31.55 | 9.40 | 28.88 | -8.20 | 16.94 | 16.54 | -3.03 | 12.02 | 11.84 |
| Sharpe Ratio | NA | 0.60 | 0.76 | 0.94 | 0.58 | NA | NA | 0.63 | 0.46 | 1.10 | 1.15 | -0.42 | 2.21 | 0.25 | 2.20 | -0.62 | 2.35 | 1.24 | -0.21 | 1.10 | 3.47 |
| Standard Deviation(%) | NA | 17.29 | 15.63 | 16.35 | 17.93 | NA | NA | 17.01 | 20.75 | 11.47 | 12.93 | 21.19 | 14.28 | 35.83 | 12.49 | 15.43 | 6.94 | 13.18 | 14.72 | 10.93 | 9.96 |
| Draw Down(%) | NA | 16.83 | 16.83 | 19.29 | 38.17 | NA | NA | 38.17 | 16.48 | 6.47 | 10.43 | 19.29 | 5.83 | 38.17 | 7.23 | 20.05 | 3.48 | 9.60 | 13.13 | 7.80 | 3.68 |
| Yield(%) | 0.00 | 0.93 | 1.86 | 2.64 | 2.96 | 2.62 | 1.96 | 3.57 | 0.87 | 1.61 | 2.10 | 1.78 | 2.13 | 2.27 | 2.79 | 2.15 | 2.17 | 2.38 | 2.14 | 1.83 | 0.54 |
Data as of 07/08/2025, AR inception is 08/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNDB (Schwab Fundamental U.S. Broad Market ETF) |
-0.66%
Mar 2017 - Mar 2020 |
2.72%
Mar 2015 - Mar 2020 |
9.77%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNDB (Schwab Fundamental U.S. Broad Market ETF) |
23.28%
Mar 2020 - Mar 2023 |
19.91%
Mar 2020 - Mar 2025 |
11.94%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart