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
SCHR (Schwab Intermediate-Term US Treasury ETF) -0.35% 3.13% 3.43% 0.07% 1.24% 1.83% NA
Data as of 06/04/2026, Common starting date is 08/06/2010
More Performance Analytics Comparison
Name Start Date End Date
SCHR (Schwab Intermediate-Term US Treasury ETF) 08/06/2010 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 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -0.11 3.13 3.43 0.07 1.24 1.83 NA -0.35 7.33 1.42 4.27 -10.58 -2.62 7.72 6.18 1.45 1.59 0.95 1.56 4.44 -2.70 2.14 10.35 -1.28
Sharpe Ratio NA 0.31 0.09 -0.45 -0.07 NA NA -0.84 1.11 -0.47 0.09 -1.73 -0.85 1.84 1.31 0.03 0.34 0.21 0.37 1.37 -0.77 0.67 1.97 -0.53
Standard Deviation(%) NA 3.44 4.64 5.37 4.47 NA NA 3.55 4.02 4.73 6.76 6.98 3.12 4.04 3.58 2.78 2.78 3.54 4.18 3.22 3.55 3.12 5.24 6.14
Draw Down(%) NA 2.79 4.81 15.07 16.11 NA NA 2.79 2.07 3.79 6.35 13.17 3.38 2.21 2.26 2.66 2.17 5.22 2.68 1.31 5.24 2.56 2.48 5.26
Yield(%) 0.33 3.89 2.63 2.05 1.94 1.87 1.49 1.61 3.97 3.22 3.17 1.78 0.96 1.71 2.40 2.09 1.65 1.45 1.56 1.48 1.03 1.09 1.66 0.56
Data as of 06/04/2026, Common starting date is 08/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCHR (Schwab Intermediate-Term US Treasury ETF) -4.90%
Oct 2020 – Oct 2023
-0.99%
Mar 2020 – Mar 2025
0.51%
Oct 2012 – Oct 2022
1.83%
Sep 2010 – Sep 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCHR (Schwab Intermediate-Term US Treasury ETF) 5.40%
Jan 2018 – Jan 2021
3.76%
Mar 2011 – Mar 2016
3.31%
Dec 2010 – Dec 2020
2.21%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return