Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Schwab Conservative Total Return Dividend Portfolio | 2.79% | -5.95% | -0.32% | 2.69% | 4.60% | 6.55% | 6.79% | 7.43% |
Data as of 06/04/2025, AR inception is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Conservative Total Return Dividend Portfolio | 01/02/2001 | 06/04/2025 |
| 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 (%) | 1.53 | -5.95 | -0.32 | 2.69 | 4.60 | 6.55 | 6.79 | 7.43 | 2.79 | -7.48 | 4.61 | -5.10 | 12.04 | 8.93 | 16.21 | -1.36 | 9.70 | 7.94 | -0.16 | 9.20 | 8.75 | 15.13 | 7.32 | 15.62 | 22.90 | -10.07 | 5.84 | 15.12 | 4.85 | 10.59 | 29.39 | 1.42 | 2.95 |
| Sharpe Ratio | NA | -0.86 | -0.45 | 0.09 | 0.48 | NA | NA | 0.93 | 0.19 | -1.12 | 0.16 | -0.89 | 2.53 | 0.77 | 3.64 | -0.65 | 3.10 | 1.65 | -0.04 | 2.08 | 1.80 | 3.33 | 0.92 | 2.15 | 2.39 | -0.96 | 0.44 | 2.55 | 0.60 | 1.50 | 6.08 | 0.05 | 0.12 |
| Standard Deviation(%) | NA | 10.68 | 8.03 | 7.26 | 6.71 | NA | NA | 6.56 | 8.05 | 9.95 | 6.05 | 7.34 | 4.74 | 11.30 | 4.05 | 4.22 | 2.91 | 4.67 | 5.16 | 4.41 | 4.83 | 4.53 | 7.89 | 7.24 | 9.55 | 11.47 | 6.15 | 4.59 | 4.28 | 6.40 | 4.72 | 5.31 | 4.36 |
| Draw Down(%) | NA | 17.39 | 17.39 | 17.39 | 17.39 | NA | NA | 20.12 | 5.33 | 15.02 | 7.55 | 8.87 | 3.09 | 15.63 | 1.91 | 4.05 | 1.29 | 4.09 | 5.42 | 2.91 | 6.02 | 3.89 | 7.07 | 6.43 | 8.65 | 17.75 | 5.06 | 3.32 | 3.07 | 7.67 | 4.52 | 9.01 | 3.10 |
| Yield(%) | NA | 1.26 | 1.55 | 1.49 | 1.45 | NA | NA | 1.22 | NA | 0.47 | 0.92 | 1.65 | 1.86 | 1.09 | 1.61 | 1.85 | 0.96 | 1.48 | 1.50 | 1.37 | 0.99 | 0.87 | 0.80 | 0.83 | 1.07 | 0.84 | 0.92 | 0.96 | 1.03 | 1.04 | 1.09 | 1.16 | 1.76 |
Data as of 06/04/2025, AR inception is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Conservative Total Return Dividend Portfolio |
-2.79%
Dec 2021 - Dec 2024 |
2.22%
Jan 2020 - Jan 2025 |
4.19%
Mar 2015 - Mar 2025 |
5.99%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Conservative Total Return Dividend Portfolio |
18.82%
Feb 2009 - Feb 2012 |
15.71%
Feb 2009 - Feb 2014 |
11.37%
Jan 2003 - Jan 2013 |
9.88%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart