Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCHB (Schwab U.S. Broad Market ETF) | 6.97% | 15.29% | 19.03% | 15.66% | 12.98% | 14.55% | NA | 14.59% |
Data as of 07/03/2025, AR inception is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHB (Schwab U.S. Broad Market ETF) | 11/03/2009 | 07/03/2025 |
| 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 (%) | 2.33 | 15.29 | 19.03 | 15.66 | 12.98 | 14.55 | NA | 14.59 | 6.97 | 23.93 | 26.16 | -19.46 | 25.85 | 20.78 | 30.79 | -5.30 | 21.20 | 12.10 | 0.39 | 12.69 | 33.20 | 16.35 | 1.37 | 17.09 | 7.53 |
| Sharpe Ratio | NA | 0.61 | 0.91 | 0.79 | 0.62 | NA | NA | 0.73 | 0.47 | 1.57 | 1.68 | -0.84 | 1.90 | 0.58 | 2.32 | -0.40 | 2.96 | 0.89 | 0.02 | 1.10 | 2.94 | 1.27 | 0.06 | 0.93 | 4.23 |
| Standard Deviation(%) | NA | 19.86 | 17.44 | 17.75 | 18.70 | NA | NA | 17.76 | 23.95 | 12.91 | 13.55 | 24.87 | 13.56 | 35.04 | 12.61 | 16.91 | 6.97 | 13.33 | 15.14 | 11.56 | 11.27 | 12.98 | 24.05 | 18.36 | 13.70 |
| Draw Down(%) | NA | 19.34 | 19.34 | 25.41 | 35.27 | NA | NA | 35.27 | 19.34 | 8.53 | 10.80 | 25.41 | 5.20 | 35.27 | 6.79 | 20.19 | 2.74 | 11.30 | 12.00 | 7.53 | 5.70 | 10.01 | 20.09 | 15.89 | 1.88 |
| Yield(%) | 0.00 | 0.67 | 1.48 | 1.20 | 2.01 | 3.76 | 2.86 | 3.81 | 0.60 | 1.23 | 1.74 | 0.64 | 1.52 | 1.91 | 2.31 | 1.96 | 1.95 | 1.58 | 1.97 | 1.93 | 2.08 | 2.40 | 1.85 | 1.65 | 0.24 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| SCHB (Schwab U.S. Broad Market ETF) |
3.92%
Mar 2017 - Mar 2020 |
5.59%
Mar 2015 - Mar 2020 |
10.08%
Mar 2010 - Mar 2020 |
12.50%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHB (Schwab U.S. Broad Market ETF) |
25.74%
Dec 2018 - Dec 2021 |
18.89%
Oct 2016 - Oct 2021 |
16.49%
Sep 2011 - Sep 2021 |
14.39%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart