Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNDX (Schwab Fundamental U.S. Large Company ETF) | 13.43% | 31.89% | 20.65% | 12.61% | 14.08% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNDX (Schwab Fundamental U.S. Large Company ETF) | 08/15/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 31.89 | 20.65 | 12.61 | 14.08 | NA | NA | … | … | 13.43 | 16.94 | 16.77 | 18.23 | -6.92 | 31.73 | 9.12 | 28.64 | -7.31 | 17.11 | 15.83 | -2.98 | 12.44 | 11.25 |
| Sharpe Ratio | NA | 2.99 | 1.40 | 0.70 | 0.72 | NA | NA | … | … | 3.37 | 0.86 | 1.18 | 1.16 | -0.40 | 2.32 | 0.24 | 2.18 | -0.55 | 2.38 | 1.17 | -0.20 | 1.18 | 3.41 |
| Standard Deviation(%) | NA | 10.22 | 13.06 | 15.18 | 17.56 | NA | NA | … | … | 10.77 | 16.42 | 11.15 | 12.65 | 21.15 | 13.69 | 36.29 | 12.45 | 15.78 | 6.95 | 13.31 | 15.20 | 10.53 | 9.59 |
| Draw Down(%) | NA | 6.06 | 16.30 | 19.06 | 37.72 | NA | NA | … | … | 6.06 | 16.30 | 6.45 | 10.15 | 19.06 | 5.42 | 37.72 | 7.20 | 19.64 | 3.22 | 9.01 | 13.74 | 7.77 | 3.89 |
| Yield(%) | 0.00 | 1.90 | 1.47 | 1.64 | 2.89 | 2.70 | 2.03 | … | … | 0.41 | 1.88 | 1.65 | 2.12 | 1.87 | 2.15 | 2.41 | 2.79 | 2.16 | 2.13 | 1.80 | 1.91 | 1.81 | 0.51 |
Data as of 06/05/2026, Common starting date is 08/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNDX (Schwab Fundamental U.S. Large Company ETF) |
-0.09%
Mar 2017 – Mar 2020 |
3.03%
Mar 2015 – Mar 2020 |
9.92%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNDX (Schwab Fundamental U.S. Large Company ETF) |
23.16%
Mar 2020 – Mar 2023 |
20.12%
Mar 2020 – Mar 2025 |
14.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart