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 - Optimal Moderate | NA | 6.56% | 6.27% | 5.54% | 6.43% | 4.95% | 5.64% | 5.56% |
Data as of 02/28/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Income Mutual Fund Select List Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 05/20/2022 |
| 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 (%) | 0.55 | 6.56 | 6.27 | 5.54 | 6.43 | 4.95 | 5.64 | 5.56 | -7.59 | 13.17 | 4.05 | 12.01 | -5.30 | 11.82 | 6.60 | -0.08 | 4.78 | 14.79 | 13.49 | 1.56 | 10.55 | 18.78 | -21.91 | 2.28 | 11.76 | 6.01 | 9.41 | 16.29 | -3.94 | 2.98 |
| Sharpe Ratio | NA | -0.38 | 0.32 | 0.35 | 0.66 | NA | NA | 0.42 | -0.81 | 1.92 | 0.20 | 2.05 | -0.89 | 3.13 | 0.89 | -0.01 | 0.76 | 2.11 | 1.92 | 0.12 | 1.01 | 1.12 | -1.02 | -0.08 | 1.53 | 0.66 | 1.46 | 2.06 | -0.46 | 0.08 |
| Standard Deviation(%) | NA | 7.72 | 12.54 | 10.44 | 8.85 | NA | NA | 10.36 | 9.49 | 6.85 | 19.32 | 5.18 | 7.41 | 3.57 | 7.21 | 7.82 | 6.27 | 6.99 | 7.00 | 13.29 | 10.38 | 16.67 | 22.45 | 9.20 | 5.56 | 5.79 | 5.79 | 7.56 | 10.96 | 8.11 |
| Draw Down(%) | NA | 7.89 | 25.62 | 25.62 | 25.62 | NA | NA | 36.57 | 7.89 | 3.17 | 25.62 | 2.69 | 10.66 | 1.29 | 5.18 | 7.18 | 5.77 | 6.85 | 5.16 | 13.20 | 8.55 | 16.96 | 31.29 | 6.34 | 4.06 | 4.23 | 6.51 | 7.27 | 14.47 | 8.85 |
| Yield(%) | NA | 3.55 | 4.19 | 4.40 | 4.72 | NA | NA | 4.89 | 0.60 | 4.43 | 4.45 | 3.45 | 4.98 | 4.78 | 5.04 | 4.57 | 5.03 | 7.00 | 4.27 | 4.09 | 4.06 | 3.89 | 3.34 | 7.52 | 6.51 | 6.30 | 4.24 | 4.48 | 4.05 | 5.51 |
Data as of 02/28/2022, 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 - Optimal Moderate |
-8.52%
Feb 2006 - Feb 2009 |
-2.33%
Feb 2004 - Feb 2009 |
4.12%
Sep 2001 - Sep 2011 |
4.26%
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 - Optimal Moderate |
16.58%
Feb 2009 - Feb 2012 |
14.92%
Feb 2009 - Feb 2014 |
9.45%
Feb 2009 - Feb 2019 |
6.93%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart