Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCHH (Schwab U.S. REIT ETF) | 0.34% | -0.91% | 0.40% | 5.91% | 3.62% | NA | NA | 6.59% |
Data as of 08/01/2025, AR inception is 01/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHH (Schwab U.S. REIT ETF) | 01/13/2011 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.60 | -0.91 | 0.40 | 5.91 | 3.62 | NA | NA | 6.59 | 0.34 | 4.98 | 11.18 | -24.99 | 41.09 | -14.79 | 22.89 | -4.22 | 3.68 | 6.46 | 4.38 | 31.87 | 1.25 | 16.74 | 9.48 |
| Sharpe Ratio | NA | 0.21 | -0.03 | 0.27 | 0.13 | NA | NA | 0.27 | 0.22 | 0.09 | 0.38 | -1.07 | 2.77 | -0.34 | 1.73 | -0.34 | 0.29 | 0.37 | 0.25 | 2.89 | 0.08 | 1.24 | 0.33 |
| Standard Deviation(%) | NA | 17.71 | 19.67 | 19.36 | 21.50 | NA | NA | 20.63 | 19.46 | 15.89 | 19.99 | 24.66 | 14.83 | 44.13 | 12.40 | 16.70 | 10.32 | 16.90 | 17.50 | 11.03 | 15.60 | 13.58 | 29.91 |
| Draw Down(%) | NA | 17.75 | 26.14 | 33.28 | 44.22 | NA | NA | 44.22 | 14.44 | 11.18 | 21.22 | 31.84 | 7.90 | 44.22 | 6.45 | 13.34 | 6.31 | 14.60 | 16.51 | 7.54 | 18.03 | 9.34 | 22.70 |
| Yield(%) | 0.00 | 2.95 | 2.83 | 2.01 | 2.42 | 3.38 | 2.54 | 3.63 | 1.23 | 3.24 | 3.48 | 0.94 | 2.15 | 2.40 | 3.51 | 3.40 | 2.25 | 2.94 | 2.46 | 2.82 | 2.52 | 2.83 | 2.41 |
Data as of 08/01/2025, AR inception is 01/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHH (Schwab U.S. REIT ETF) |
-5.11%
Sep 2019 - Sep 2022 |
-1.50%
Mar 2015 - Mar 2020 |
3.03%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHH (Schwab U.S. REIT ETF) |
17.04%
Nov 2011 - Nov 2014 |
15.44%
Sep 2011 - Sep 2016 |
9.77%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart