Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHV (Schwab U.S. Large-Cap Value ETF) | 15.97% | 29.76% | 19.24% | 10.51% | 11.51% | 11.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/11/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHV (Schwab U.S. Large-Cap Value ETF) | 12/11/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | 29.76 | 19.24 | 10.51 | 11.51 | 11.59 | NA | … | … | 15.97 | 16.02 | 14.13 | 8.93 | -7.65 | 25.58 | 2.64 | 25.91 | -7.30 | 16.55 | 15.68 | -1.15 | 10.95 | 31.03 | 15.08 | 3.56 | 14.83 | -0.36 |
| Sharpe Ratio | NA | 2.39 | 1.24 | 0.54 | 0.57 | NA | NA | … | … | 2.90 | 0.85 | 1.00 | 0.43 | -0.45 | 2.03 | 0.07 | 2.10 | -0.57 | 2.44 | 1.23 | -0.08 | 1.03 | 2.79 | 1.26 | 0.16 | 0.84 | -0.74 |
| Standard Deviation(%) | NA | 10.58 | 12.69 | 14.50 | 16.99 | NA | NA | … | … | 12.07 | 15.48 | 10.55 | 12.46 | 20.06 | 12.61 | 35.79 | 11.64 | 15.20 | 6.55 | 12.60 | 15.07 | 10.64 | 11.11 | 12.01 | 22.16 | 17.54 | 9.08 |
| Draw Down(%) | NA | 6.83 | 15.27 | 19.78 | 37.08 | NA | NA | … | … | 6.83 | 14.22 | 7.69 | 11.31 | 19.78 | 5.13 | 37.08 | 6.58 | 17.71 | 3.12 | 8.88 | 13.00 | 7.34 | 5.69 | 9.13 | 18.41 | 14.48 | 1.69 |
| Yield(%) | 0.00 | 2.23 | 1.79 | 1.88 | 3.18 | 4.31 | 3.88 | … | … | 0.47 | 2.30 | 2.03 | 2.57 | 2.14 | 2.41 | 2.99 | 3.67 | 2.73 | 2.68 | 2.29 | 2.59 | 2.60 | 2.71 | 3.22 | 2.60 | 2.54 | 0.16 |
Data as of 06/04/2026, Common starting date is 12/11/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHV (Schwab U.S. Large-Cap Value ETF) |
-0.89%
Mar 2017 – Mar 2020 |
3.22%
Mar 2015 – Mar 2020 |
7.61%
Oct 2013 – Oct 2023 |
10.05%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHV (Schwab U.S. Large-Cap Value ETF) |
21.84%
Sep 2011 – Sep 2014 |
15.66%
Jun 2010 – Jun 2015 |
13.21%
Sep 2011 – Sep 2021 |
11.65%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart