Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHK (Schwab 1000 Index ETF) | 11.60% | 28.35% | 22.57% | 13.57% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHK (Schwab 1000 Index ETF) | 10/13/2017 | 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 28.35 | 22.57 | 13.57 | NA | NA | NA | … | … | 11.60 | 17.23 | 24.48 | 26.63 | -18.60 | 26.55 | 21.25 | 31.30 | -5.08 | 4.85 |
| Sharpe Ratio | NA | 2.20 | 1.33 | 0.65 | NA | NA | NA | … | … | 1.99 | 0.76 | 1.63 | 1.73 | -0.81 | 1.97 | 0.62 | 2.41 | -0.38 | 4.38 |
| Standard Deviation(%) | NA | 12.16 | 15.04 | 17.21 | NA | NA | NA | … | … | 13.78 | 18.91 | 12.83 | 13.39 | 24.76 | 13.47 | 33.86 | 12.35 | 16.85 | 5.57 |
| Draw Down(%) | NA | 8.96 | 19.20 | 24.93 | NA | NA | NA | … | … | 8.96 | 19.20 | 8.50 | 10.41 | 24.86 | 5.30 | 34.80 | 6.76 | 19.63 | 0.90 |
| Yield(%) | 0.00 | 1.27 | 1.23 | 1.55 | 2.04 | 1.36 | 1.02 | … | … | 0.27 | 1.27 | 1.28 | 1.73 | 2.17 | 1.81 | 2.31 | 2.35 | 1.68 | 0.02 |
Data as of 06/04/2026, Common starting date is 10/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHK (Schwab 1000 Index ETF) |
7.36%
Apr 2021 – Apr 2024 |
9.26%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHK (Schwab 1000 Index ETF) |
26.30%
Dec 2018 – Dec 2021 |
18.65%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart