Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Schwab Core Mutual Funds Tactical Asset Allocation Moderate | 1.58% | 5.35% | 4.53% | 6.63% | 5.80% | 8.03% | 9.15% | 9.14% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Core Mutual Funds Tactical Asset Allocation Moderate | 12/31/2000 | 05/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
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 (%) | -0.37 | 5.35 | 4.53 | 6.63 | 5.80 | 8.03 | 9.15 | 9.14 | 1.58 | 7.71 | 13.77 | -14.95 | 16.97 | 7.06 | 21.68 | -10.25 | 15.51 | 7.13 | 0.99 | 6.56 | 15.71 | 14.84 | 3.37 | 21.22 | 16.83 | 12.19 | 6.89 | 21.97 | 4.50 | 11.92 | 25.16 | 4.21 | -2.49 |
| Sharpe Ratio | NA | -0.51 | 0.02 | 0.47 | 0.37 | NA | NA | 0.77 | -0.13 | 0.13 | 1.18 | -1.18 | 1.94 | 0.35 | 3.14 | -1.18 | 3.14 | 0.79 | 0.10 | 0.88 | 2.08 | 1.85 | 0.21 | 1.56 | 1.49 | 1.63 | 0.35 | 2.25 | 0.36 | 1.34 | 3.60 | 0.71 | -0.68 |
| Standard Deviation(%) | NA | 10.74 | 10.55 | 10.58 | 10.74 | NA | NA | 9.88 | 13.78 | 8.50 | 8.09 | 13.89 | 8.75 | 19.38 | 6.46 | 9.82 | 4.74 | 8.76 | 9.46 | 7.41 | 7.53 | 7.99 | 15.79 | 13.57 | 11.19 | 6.91 | 11.10 | 8.31 | 6.50 | 8.17 | 6.79 | 4.38 | 7.04 |
| Draw Down(%) | NA | 14.28 | 14.28 | 19.77 | 25.59 | NA | NA | 25.59 | 11.09 | 6.59 | 7.39 | 19.77 | 4.77 | 25.59 | 2.99 | 16.81 | 1.83 | 6.85 | 9.55 | 7.28 | 7.50 | 6.00 | 13.34 | 9.33 | 6.48 | 5.25 | 7.11 | 6.54 | 4.83 | 9.53 | 3.25 | 5.11 | 10.78 |
| Yield(%) | NA | 3.23 | 2.71 | 2.69 | 3.16 | NA | NA | 0.00 | NA | 1.30 | 3.16 | 1.88 | 2.84 | 2.23 | 3.35 | 3.01 | 3.36 | 3.39 | 5.45 | 3.40 | 3.87 | 4.43 | 3.69 | 2.98 | 4.26 | 3.10 | 3.94 | 6.19 | 7.07 | 3.83 | 3.74 | 6.82 | 6.93 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Core Mutual Funds Tactical Asset Allocation Moderate |
0.81%
Mar 2017 - Mar 2020 |
2.39%
Sep 2017 - Sep 2022 |
5.11%
Oct 2013 - Oct 2023 |
7.21%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Core Mutual Funds Tactical Asset Allocation Moderate |
19.77%
May 2008 - May 2011 |
16.67%
Jun 2009 - Jun 2014 |
14.12%
Jan 2003 - Jan 2013 |
12.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart