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
SCHJ (Schwab 1-5 Year Corporate Bond ETF) 1.19% 5.18% 5.72% 2.44% NA NA NA
Data as of 06/05/2026, Common starting date is 10/14/2019
More Performance Analytics Comparison
Name Start Date End Date
SCHJ (Schwab 1-5 Year Corporate Bond ETF) 10/14/2019 06/05/2026
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 (%) 0.44 5.18 5.72 2.44 NA NA NA 1.19 6.78 4.92 6.37 -5.73 -0.67 5.30 0.75
Sharpe Ratio NA 1.12 0.94 -0.06 NA NA NA -0.29 1.72 0.55 0.81 -1.70 -0.49 0.60 1.91
Standard Deviation(%) NA 1.91 2.47 2.94 NA NA NA 2.12 2.27 2.37 3.38 4.23 1.41 8.33 1.28
Draw Down(%) NA 1.47 1.47 9.43 NA NA NA 1.47 1.30 1.20 2.13 8.45 1.48 13.63 0.33
Yield(%) 0.37 4.50 2.93 2.25 1.50 1.00 0.75 1.88 4.51 3.52 3.07 1.53 0.93 2.61 0.42
Data as of 06/05/2026, Common starting date is 10/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCHJ (Schwab 1-5 Year Corporate Bond ETF) -1.21%
Oct 2020 – Oct 2023
1.87%
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
SCHJ (Schwab 1-5 Year Corporate Bond ETF) 6.43%
Oct 2022 – Oct 2025
2.66%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return