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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
test_Schwab OneSource Select List Funds Tactical Asset Allocation Moderate NA 25.03% 20.46% 13.67% 8.84% 8.47% 9.67% 9.95%
Data as of 10/29/2021, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
test_Schwab OneSource Select List Funds Tactical Asset Allocation Moderate 12/31/2000 01/07/2022
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 (%) 0.21 25.03 20.46 13.67 8.84 8.47 9.67 9.95 -1.49 15.66 19.60 20.90 6.60 9.41 5.69 -5.93 -0.07 11.70 9.41 -2.98 14.17 21.18 -13.14 20.01 21.75 11.22 17.59 17.97 6.01 3.51
Sharpe Ratio NA 1.22 1.90 1.57 1.08 NA NA 1.03 -0.28 1.61 2.10 2.23 0.62 1.80 0.87 -0.94 -0.01 1.77 1.94 -0.30 1.15 2.34 -1.39 1.40 2.10 1.28 1.99 3.37 1.02 0.24
Standard Deviation(%) NA 9.68 9.23 8.38 7.78 NA NA 8.35 5.34 9.73 9.20 8.73 8.47 4.86 6.28 6.37 10.34 6.60 4.81 10.10 12.30 9.02 10.08 12.16 8.82 7.10 8.39 5.13 4.81 5.04
Draw Down(%) NA 5.40 5.40 6.61 13.02 NA NA 24.16 1.49 5.40 4.36 1.22 6.61 2.39 6.52 11.25 10.04 6.98 4.10 12.94 8.25 4.91 24.16 11.60 9.62 6.09 11.44 5.72 5.59 4.40
Yield(%) NA 5.71 13.53 9.38 7.17 NA NA 5.95 0.00 5.81 13.73 21.19 6.22 0.14 2.84 3.86 9.74 2.38 6.02 5.73 3.27 3.78 4.38 8.35 7.80 4.07 5.01 2.98 2.81 4.86
Data as of 10/29/2021, 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
test_Schwab OneSource Select List Funds Tactical Asset Allocation Moderate -0.24%
Feb 2014 - Feb 2017
1.11%
Apr 2011 - Apr 2016
3.78%
Jun 2008 - Jun 2018
7.60%
Feb 2004 - Feb 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
test_Schwab OneSource Select List Funds Tactical Asset Allocation Moderate 21.59%
Oct 2004 - Oct 2007
18.85%
Jun 2003 - Jun 2008
12.25%
Apr 2001 - Apr 2011
9.01%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart