Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCHD (Schwab US Dividend Equity ETF) | -5.04% | 4.17% | 4.28% | 13.25% | 10.32% | NA | NA | 12.48% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHD (Schwab US Dividend Equity ETF) | 10/21/2011 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 10/21/2011.
AR inception is since 10/21/2011.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.17 | 4.28 | 13.25 | 10.32 | NA | NA | 12.48 | -5.04 | 11.66 | 4.53 | -3.26 | 29.88 | 15.08 | 27.28 | -5.55 | 20.84 | 16.44 | -0.31 | 11.68 | 32.89 | 11.39 | 3.29 |
| Sharpe Ratio | NA | -0.20 | -0.07 | 0.65 | 0.50 | NA | NA | 0.68 | -0.81 | 0.45 | 0.02 | -0.25 | 2.28 | 0.43 | 2.10 | -0.43 | 3.37 | 1.41 | -0.02 | 1.17 | 3.26 | 1.12 | 0.86 |
| Standard Deviation(%) | NA | 16.02 | 15.68 | 16.23 | 17.05 | NA | NA | 15.74 | 22.91 | 11.28 | 12.85 | 18.84 | 13.12 | 34.44 | 12.33 | 15.89 | 6.01 | 11.52 | 14.64 | 9.95 | 10.08 | 10.19 | 21.61 |
| Draw Down(%) | NA | 16.13 | 16.13 | 16.84 | 33.37 | NA | NA | 33.37 | 14.02 | 7.96 | 11.98 | 16.84 | 4.99 | 33.37 | 8.68 | 17.07 | 2.33 | 7.68 | 13.93 | 6.68 | 4.72 | 6.34 | 6.84 |
| Yield(%) | 0.00 | 2.72 | 3.25 | 4.77 | 4.70 | 5.76 | 4.32 | 6.64 | 0.91 | 3.20 | 3.52 | 3.17 | 3.56 | 3.49 | 3.67 | 2.81 | 3.07 | 3.30 | 2.88 | 2.88 | 3.12 | 3.07 | 0.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHD (Schwab US Dividend Equity ETF) |
3.41%
Mar 2017 - Mar 2020 |
5.85%
Mar 2015 - Mar 2020 |
10.16%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHD (Schwab US Dividend Equity ETF) |
23.91%
Dec 2018 - Dec 2021 |
17.30%
Mar 2020 - Mar 2025 |
15.34%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart