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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 Strategic Asset Allocation - Equal Weight Moderate NA -0.37% 2.23% 4.02% 4.59% 5.36% NA 6.87%
Data as of 10/30/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
test_Schwab OneSource Select List Funds Strategic Asset Allocation - Equal Weight Moderate 12/31/2000 01/28/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) -2.80 -0.37 2.23 4.02 4.59 5.36 NA 6.87 0.86 7.41 14.00 -6.56 15.04 2.59 6.68 0.51 5.58 12.85 -1.47 16.25 24.31 -25.10 9.45 14.11 11.31 15.01 20.44 1.70 7.54
Sharpe Ratio NA 0.50 0.23 0.70 0.59 NA NA 0.68 0.11 0.42 2.44 -1.04 3.74 0.30 0.53 0.10 1.07 2.68 -0.15 1.78 1.72 -1.49 0.86 1.70 2.06 2.66 4.18 0.12 0.95
Standard Deviation(%) NA 17.19 11.25 9.45 8.86 NA NA 8.93 7.86 17.12 5.16 7.54 3.85 7.85 12.66 4.75 5.20 4.78 9.80 9.07 14.10 17.46 7.54 6.37 4.44 5.29 4.72 5.00 5.50
Draw Down(%) NA 21.61 21.85 21.85 21.85 NA NA 36.39 1.69 21.85 2.67 11.98 1.84 7.29 6.18 5.31 7.72 4.23 12.07 7.99 13.47 33.47 6.36 7.88 3.77 6.04 4.99 10.10 6.46
Yield(%) NA 2.35 3.79 4.14 4.42 NA NA 4.57 0.00 2.34 4.38 5.00 5.31 3.97 6.44 3.44 3.50 5.43 4.90 5.10 3.04 6.29 6.60 7.83 4.58 4.52 2.39 2.27 4.15
Data as of 10/30/2020, 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 Strategic Asset Allocation - Equal Weight Moderate -6.34%
Feb 2006 - Feb 2009
0.99%
Feb 2004 - Feb 2009
4.15%
Mar 2010 - Mar 2020
4.73%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
test_Schwab OneSource Select List Funds Strategic Asset Allocation - Equal Weight Moderate 18.50%
Feb 2009 - Feb 2012
15.16%
Oct 2002 - Oct 2007
9.28%
Mar 2003 - Mar 2013
8.08%
Mar 2003 - Mar 2018
Annualized Rolling Returns Comparison Chart