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 Strategic Asset Allocation - Equal Weight Moderate | NA | 10.83% | 6.59% | 5.98% | 5.21% | 4.28% | 5.46% | 5.13% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | 0.09 | 10.83 | 6.59 | 5.98 | 5.21 | 4.28 | 5.46 | 5.13 | -6.94 | 16.73 | -0.71 | 14.26 | -4.57 | 11.93 | 2.73 | -2.41 | 6.28 | 5.52 | 12.08 | -0.08 | 14.27 | 26.14 | -23.35 | 1.49 | 13.28 | 6.10 | 11.46 | 17.34 | -4.40 | -0.44 |
| Sharpe Ratio | NA | 0.02 | 0.32 | 0.36 | 0.47 | NA | NA | 0.44 | -0.69 | 2.34 | -0.05 | 2.55 | -0.88 | 2.72 | 0.34 | -0.32 | 1.22 | 0.83 | 2.19 | -0.01 | 1.38 | 1.78 | -1.35 | -0.19 | 1.95 | 0.91 | 2.03 | 3.94 | -0.86 | -0.41 |
| Standard Deviation(%) | NA | 8.12 | 12.81 | 10.56 | 8.76 | NA | NA | 9.18 | 10.19 | 7.15 | 19.73 | 5.04 | 6.72 | 4.16 | 7.48 | 7.63 | 5.12 | 6.57 | 5.49 | 11.44 | 10.29 | 14.66 | 18.01 | 7.91 | 5.14 | 4.33 | 5.18 | 4.23 | 6.39 | 6.78 |
| Draw Down(%) | NA | 8.81 | 26.28 | 26.28 | 26.28 | NA | NA | 35.19 | 8.81 | 3.96 | 26.28 | 2.43 | 9.88 | 1.50 | 5.17 | 8.68 | 4.62 | 9.28 | 4.78 | 13.61 | 8.39 | 13.98 | 31.60 | 6.53 | 4.48 | 3.20 | 5.46 | 3.63 | 12.21 | 9.00 |
| Yield(%) | NA | 4.00 | 4.51 | 3.51 | 3.67 | NA | NA | 4.52 | 0.38 | 4.74 | 3.01 | 6.28 | 3.29 | 0.50 | 3.61 | 3.97 | 4.26 | 4.51 | 3.74 | 4.48 | 4.52 | 4.04 | 3.60 | 9.95 | 7.13 | 6.98 | 6.53 | 3.35 | 3.00 | 3.06 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.82%
Feb 2006 - Feb 2009 |
-1.44%
Feb 2004 - Feb 2009 |
3.36%
Mar 2010 - Mar 2020 |
3.72%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Income Mutual Fund Select List Strategic Asset Allocation - Equal Weight Moderate |
17.87%
Feb 2009 - Feb 2012 |
13.39%
Feb 2009 - Feb 2014 |
8.44%
Feb 2009 - Feb 2019 |
6.46%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart