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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Schwab OneSource Select List Funds Rebuild Strategic Asset Allocation - Equal Weight Moderate NA 7.07% 6.78% 5.85% 3.51% 6.52% NA 6.24%
Data as of 10/31/2017, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Schwab OneSource Select List Funds Rebuild Strategic Asset Allocation - Equal Weight Moderate 12/31/2000 01/18/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.18 7.07 6.78 5.85 3.51 6.52 NA 6.24 1.21 6.91 4.56 8.73 2.69 3.14 8.20 -7.59 13.18 23.26 -20.02 10.80 14.43 11.10 8.81 14.48 -1.18 4.58
Sharpe Ratio NA 1.65 0.65 0.58 0.39 NA NA 0.59 0.53 1.56 0.58 0.57 0.52 0.55 1.66 -0.68 1.54 1.75 -1.46 1.05 1.75 2.15 1.55 3.00 -0.42 0.33
Standard Deviation(%) NA 3.99 10.01 8.49 9.81 NA NA 8.39 2.19 4.02 7.48 15.20 5.16 5.61 4.91 11.17 8.51 13.22 14.30 7.39 6.38 4.15 5.08 4.59 5.41 6.84
Draw Down(%) NA 2.84 9.96 9.96 32.95 NA NA 32.95 0.10 2.84 6.71 6.54 4.82 8.15 4.23 14.51 7.42 13.74 31.71 6.15 7.48 3.57 5.50 4.24 10.12 10.32
Yield(%) NA 0.63 3.28 4.03 4.03 NA NA 4.35 0.00 0.63 3.36 5.75 4.19 6.17 2.14 1.74 5.12 5.55 5.34 6.50 6.50 7.40 3.58 2.50 4.14 3.35
Data as of 10/31/2017, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Schwab OneSource Select List Funds Rebuild Strategic Asset Allocation - Equal Weight Moderate -4.12%
Feb 2006 - Feb 2009
1.22%
Oct 2007 - Oct 2012
3.51%
Oct 2007 - Oct 2017
5.31%
Feb 2001 - Feb 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Schwab OneSource Select List Funds Rebuild Strategic Asset Allocation - Equal Weight Moderate 14.58%
Oct 2004 - Oct 2007
12.81%
Oct 2002 - Oct 2007
7.62%
Apr 2001 - Apr 2011
6.54%
Sep 2002 - Sep 2017
Annualized Rolling Returns Comparison Chart