Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCHI (Schwab 5-10 Year Corporate Bond ETF) 0.37% 5.80% 6.17% 1.29% NA NA NA
Data as of 06/04/2026, Common starting date is 10/10/2019
More Performance Analytics Comparison
Name Start Date End Date
SCHI (Schwab 5-10 Year Corporate Bond ETF) 10/10/2019 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) -0.03 5.80 6.17 1.29 NA NA NA 0.37 9.47 3.33 8.97 -14.06 -1.85 9.74 1.00
Sharpe Ratio NA 0.96 0.57 -0.17 NA NA NA -0.26 1.36 -0.05 0.68 -1.65 -0.45 0.83 1.00
Standard Deviation(%) NA 4.17 5.69 6.66 NA NA NA 4.64 4.87 5.47 7.85 9.40 4.17 11.39 3.47
Draw Down(%) NA 3.01 6.13 20.67 NA NA NA 3.01 2.98 3.51 6.93 19.05 4.36 16.83 1.12
Yield(%) 0.41 5.07 3.70 2.86 1.88 1.25 0.94 2.07 5.19 4.42 4.43 2.60 1.86 2.47 0.53
Data as of 06/04/2026, Common starting date is 10/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCHI (Schwab 5-10 Year Corporate Bond ETF) -5.05%
Oct 2020 – Oct 2023
0.39%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCHI (Schwab 5-10 Year Corporate Bond ETF) 8.38%
Oct 2022 – Oct 2025
2.19%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return