Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Schwab Income Mutual Fund Select List Tactical Asset Allocation Moderate | NA | 12.67% | 9.23% | 7.06% | 7.09% | 7.63% | 8.69% | 8.39% |
Data as of 01/31/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Income Mutual Fund Select List Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 12.67 | 9.23 | 7.06 | 7.09 | 7.63 | 8.69 | 8.39 | -6.25 | 18.20 | 3.47 | 14.74 | -6.22 | 12.55 | 8.67 | -3.37 | 5.62 | 11.23 | 17.87 | 0.95 | 17.09 | 26.23 | 0.45 | -0.49 | 15.18 | 4.50 | 11.97 | 21.15 | 6.00 | 1.75 |
| Sharpe Ratio | NA | 0.22 | 0.90 | 0.74 | 0.93 | NA | NA | 1.06 | -0.61 | 2.48 | 0.40 | 2.76 | -1.08 | 3.06 | 1.68 | -0.47 | 0.94 | 1.54 | 3.27 | 0.09 | 1.60 | 3.55 | -0.06 | -0.39 | 2.57 | 0.45 | 1.95 | 5.11 | 1.07 | -0.09 |
| Standard Deviation(%) | NA | 8.30 | 7.58 | 6.89 | 6.57 | NA | NA | 6.88 | 10.39 | 7.33 | 8.09 | 4.84 | 6.97 | 3.89 | 5.04 | 7.15 | 5.97 | 7.28 | 5.45 | 10.03 | 10.60 | 7.36 | 8.21 | 9.03 | 4.63 | 5.14 | 5.65 | 4.00 | 4.56 | 6.09 |
| Draw Down(%) | NA | 7.98 | 13.10 | 13.10 | 13.10 | NA | NA | 13.10 | 7.98 | 4.29 | 13.10 | 1.96 | 11.63 | 1.02 | 4.20 | 9.69 | 4.98 | 9.10 | 4.27 | 10.65 | 8.21 | 3.81 | 7.25 | 8.31 | 2.40 | 4.01 | 7.78 | 3.85 | 7.08 | 5.65 |
| Yield(%) | NA | 3.92 | 5.49 | 5.11 | 5.25 | NA | NA | 6.02 | 0.45 | 6.04 | 2.42 | 8.65 | 4.47 | 4.69 | 6.31 | 4.72 | 5.81 | 5.30 | 5.89 | 3.77 | 5.55 | 6.24 | 5.17 | 9.43 | 7.20 | 6.84 | 7.18 | 7.82 | 4.92 | 7.49 |
Data as of 01/31/2022, 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 Income Mutual Fund Select List Tactical Asset Allocation Moderate |
0.67%
Oct 2017 - Oct 2020 |
2.68%
Mar 2015 - Mar 2020 |
5.31%
Oct 2010 - Oct 2020 |
7.37%
Oct 2005 - Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Income Mutual Fund Select List Tactical Asset Allocation Moderate |
18.33%
Jun 2008 - Jun 2011 |
14.90%
Oct 2008 - Oct 2013 |
11.36%
Jan 2003 - Jan 2013 |
9.88%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart