Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCHI (Schwab 5-10 Year Corporate Bond ETF) | 2.09% | 8.89% | 5.56% | 2.59% | NA | NA | NA | 2.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHI (Schwab 5-10 Year Corporate Bond ETF) | 10/14/2019 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 10/14/2019.
AR inception is since 10/14/2019.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 8.89 | 5.56 | 2.59 | NA | NA | NA | 2.99 | 2.09 | 5.53 | 11.15 | -13.01 | -0.87 | 11.05 | 1.08 |
| Sharpe Ratio | NA | 0.45 | 0.16 | 0.00 | NA | NA | NA | 0.03 | 0.54 | -0.19 | 0.87 | -1.53 | -0.21 | 0.94 | 1.20 |
| Standard Deviation(%) | NA | 5.69 | 7.69 | 6.71 | NA | NA | NA | 7.92 | 6.37 | 5.54 | 7.97 | 9.45 | 4.22 | 11.40 | 3.44 |
| Draw Down(%) | NA | 4.49 | 10.45 | 19.93 | NA | NA | NA | 19.93 | 2.98 | 3.51 | 6.41 | 18.56 | 4.19 | 16.82 | 1.12 |
| Yield(%) | 0.00 | 5.21 | 5.46 | 4.28 | 2.31 | 1.54 | 1.16 | 4.62 | 1.31 | 6.53 | 6.40 | 3.67 | 2.82 | 3.71 | 0.53 |
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) |
-3.94%
Oct 2020 - Oct 2023 |
2.05%
Jan 2020 - Jan 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) |
5.76%
Apr 2022 - Apr 2025 |
3.68%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart