Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHW-PD (The Charles Schwab Corporation) | 0.59% | 4.88% | 5.17% | 5.32% | 5.15% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHW-PD (The Charles Schwab Corporation) | 03/03/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 4.88 | 5.17 | 5.32 | 5.15 | NA | NA | … | … | 0.59 | 5.69 | 6.07 | 12.98 | -1.74 | 3.69 | 3.98 | 12.09 | -1.94 | 14.15 | 3.59 |
| Sharpe Ratio | NA | 0.61 | 0.28 | 0.32 | 0.40 | NA | NA | … | … | -0.26 | 0.52 | 0.50 | 0.68 | -0.30 | 1.03 | 0.23 | 1.49 | -0.56 | 1.93 | 0.45 |
| Standard Deviation(%) | NA | 4.94 | 6.99 | 8.61 | 9.11 | NA | NA | … | … | 5.19 | 5.43 | 4.86 | 13.85 | 10.51 | 3.55 | 16.08 | 7.14 | 6.00 | 7.00 | 9.10 |
| Draw Down(%) | NA | 3.73 | 9.88 | 10.95 | 16.58 | NA | NA | … | … | 3.73 | 3.49 | 2.72 | 9.88 | 10.95 | 1.35 | 16.58 | 3.59 | 5.87 | 3.81 | 10.01 |
| Yield(%) | 0.00 | 6.02 | 5.93 | 5.87 | 5.64 | 4.03 | 3.02 | … | … | 2.95 | 5.87 | 5.94 | 6.25 | 5.81 | 5.76 | 5.60 | 5.86 | 5.57 | 5.90 | 4.33 |
Data as of 06/04/2026, Common starting date is 03/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHW-PD (The Charles Schwab Corporation) |
0.81%
Oct 2019 – Oct 2022 |
2.26%
Oct 2017 – Oct 2022 |
5.28%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHW-PD (The Charles Schwab Corporation) |
9.24%
Oct 2022 – Oct 2025 |
6.23%
Dec 2016 – Dec 2021 |
5.51%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart