Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 12/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Schwab OneSource Select List Funds Strategic Asset Allocation - Optimal Moderate | NA | 2.31% | -89.50% | -73.35% | -46.71% | -32.62% | -24.27% | -19.40% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab OneSource Select List Funds Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 03/19/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 12/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 2.31 | -89.50 | -73.35 | -46.71 | -32.62 | -24.27 | -19.40 | NA | 1.72 | 20.57 | -99.91 | 3.78 | 11.79 | 14.17 | -6.78 | 15.28 | 3.02 | 8.72 | 2.15 | 7.72 | 12.58 | -0.17 | 17.30 | 32.56 | -25.93 | 16.50 | 15.90 | 8.35 | 13.05 | 28.96 | 2.50 | -1.64 |
| Sharpe Ratio | NA | -0.75 | -0.03 | -0.03 | -0.03 | NA | NA | -0.02 | 0.09 | -0.52 | 1.92 | -0.02 | 0.39 | 0.62 | 2.26 | -0.97 | 3.40 | 0.38 | 0.93 | 0.41 | 1.32 | 1.74 | -0.02 | 1.62 | 1.91 | -1.25 | 1.36 | 1.56 | 1.07 | 1.76 | 4.31 | 0.15 | -0.42 |
| Standard Deviation(%) | NA | 9.45 | 3,356.33 | 2,714.81 | 1,917.77 | NA | NA | 1,232.93 | 6.91 | 9.28 | 8.52 | 6,084.88 | 9.59 | 18.72 | 5.64 | 8.30 | 4.31 | 7.33 | 9.31 | 5.22 | 5.80 | 7.18 | 12.99 | 10.63 | 16.99 | 21.43 | 9.95 | 8.09 | 5.77 | 6.89 | 6.56 | 9.27 | 9.49 |
| Draw Down(%) | NA | 10.02 | 100.00 | 100.00 | 100.00 | NA | NA | 100.00 | 3.72 | 9.27 | 6.38 | 100.00 | 8.01 | 24.66 | 2.48 | 13.11 | 1.71 | 7.75 | 6.86 | 4.91 | 8.34 | 6.42 | 12.82 | 7.81 | 17.17 | 36.80 | 6.16 | 8.49 | 4.02 | 8.54 | 5.24 | 15.08 | 15.30 |
| Yield(%) | NA | 14.88 | 6.63 | 5.45 | 5.29 | NA | NA | 4.69 | NA | 1.50 | 16.89 | 0.33 | 4.42 | 3.63 | 3.80 | 7.27 | 5.07 | 3.43 | 4.66 | 5.85 | 3.52 | 3.48 | 3.55 | 2.90 | 3.25 | 5.43 | 7.28 | 4.70 | 5.01 | 2.76 | 4.13 | 2.22 | 2.84 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab OneSource Select List Funds Strategic Asset Allocation - Optimal Moderate |
-99.80%
Jan 2022 - Jan 2025 |
-74.18%
Nov 2017 - Nov 2022 |
-47.38%
Apr 2013 - Apr 2023 |
-33.77%
Nov 2007 - Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab OneSource Select List Funds Strategic Asset Allocation - Optimal Moderate |
5,611.13%
Mar 2019 - Mar 2022 |
1,061.33%
Mar 2017 - Mar 2022 |
250.63%
Mar 2012 - Mar 2022 |
136.21%
Mar 2007 - Mar 2022 |
Annualized Rolling Returns Comparison Chart