Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCHA (Schwab U.S. Small-Cap ETF) | -0.65% | 10.24% | 10.62% | 11.01% | 7.36% | 10.98% | NA | 11.55% |
Data as of 07/01/2025, AR inception is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHA (Schwab U.S. Small-Cap ETF) | 11/03/2009 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | 10.24 | 10.62 | 11.01 | 7.36 | 10.98 | NA | 11.55 | -0.65 | 11.16 | 18.46 | -19.81 | 16.45 | 19.34 | 26.49 | -11.77 | 14.93 | 19.42 | -4.16 | 6.55 | 39.51 | 18.32 | -3.09 | 28.61 | 9.88 |
| Sharpe Ratio | NA | 0.29 | 0.33 | 0.40 | 0.26 | NA | NA | 0.46 | -0.16 | 0.39 | 0.76 | -0.76 | 0.79 | 0.45 | 1.63 | -0.75 | 1.31 | 1.11 | -0.27 | 0.44 | 2.88 | 1.16 | -0.10 | 1.21 | 4.29 |
| Standard Deviation(%) | NA | 24.19 | 22.01 | 22.54 | 22.87 | NA | NA | 21.95 | 27.07 | 19.16 | 19.54 | 27.96 | 20.68 | 42.25 | 15.36 | 17.49 | 10.92 | 17.35 | 15.68 | 14.81 | 13.70 | 15.84 | 31.05 | 23.64 | 18.90 |
| Draw Down(%) | NA | 27.29 | 27.29 | 30.79 | 42.41 | NA | NA | 42.41 | 24.31 | 9.13 | 16.99 | 26.67 | 11.25 | 42.41 | 8.66 | 26.45 | 5.68 | 15.07 | 15.52 | 12.15 | 4.92 | 12.39 | 28.37 | 19.99 | 4.14 |
| Yield(%) | 0.33 | 1.02 | 1.49 | 1.16 | 1.41 | 2.83 | 2.32 | 3.09 | 0.53 | 1.30 | 1.67 | 0.54 | 1.39 | 1.23 | 1.73 | 1.40 | 1.40 | 1.35 | 1.40 | 1.54 | 1.53 | 2.14 | 1.16 | 1.22 | 0.24 |
Data as of 07/01/2025, AR inception is 11/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHA (Schwab U.S. Small-Cap ETF) |
-5.11%
Mar 2017 - Mar 2020 |
-0.84%
Mar 2015 - Mar 2020 |
5.95%
Oct 2013 - Oct 2023 |
8.91%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHA (Schwab U.S. Small-Cap ETF) |
23.33%
Sep 2011 - Sep 2014 |
18.35%
Jun 2010 - Jun 2015 |
14.89%
Sep 2011 - Sep 2021 |
11.36%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart