Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCHX (Schwab U.S. Large-Cap ETF) | 5.06% | 14.10% | 18.06% | 16.78% | 14.16% | 15.54% | NA | 15.96% |
Data as of 06/26/2025, AR inception is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHX (Schwab U.S. Large-Cap ETF) | 11/03/2009 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.85 | 14.10 | 18.06 | 16.78 | 14.16 | 15.54 | NA | 15.96 | 5.06 | 24.88 | 26.84 | -19.41 | 26.81 | 20.81 | 34.09 | -0.64 | 23.07 | 14.21 | 3.05 | 14.34 | 33.50 | 17.12 | 2.65 | 18.01 | 7.34 |
| Sharpe Ratio | NA | 0.55 | 0.84 | 0.83 | 0.69 | NA | NA | 0.82 | 0.32 | 1.66 | 1.76 | -0.85 | 2.01 | 0.59 | 2.59 | -0.12 | 3.31 | 1.06 | 0.20 | 1.27 | 3.03 | 1.35 | 0.11 | 1.00 | 4.34 |
| Standard Deviation(%) | NA | 19.88 | 17.41 | 17.66 | 18.59 | NA | NA | 17.55 | 24.50 | 12.83 | 13.33 | 24.71 | 13.31 | 34.65 | 12.57 | 17.08 | 6.81 | 13.19 | 15.30 | 11.29 | 11.03 | 12.77 | 23.28 | 17.85 | 12.96 |
| Draw Down(%) | NA | 19.04 | 19.04 | 25.41 | 34.33 | NA | NA | 34.33 | 19.04 | 8.55 | 10.26 | 25.40 | 5.23 | 34.33 | 6.65 | 18.45 | 2.54 | 10.87 | 11.86 | 6.76 | 5.76 | 9.80 | 19.27 | 15.62 | 1.64 |
| Yield(%) | 0.30 | 0.98 | 1.46 | 1.28 | 3.24 | 5.90 | 4.68 | 6.24 | 0.60 | 1.23 | 1.75 | 0.65 | 1.54 | 1.92 | 4.97 | 6.04 | 3.01 | 4.39 | 4.03 | 2.95 | 2.96 | 3.42 | 2.89 | 3.52 | 0.20 |
Data as of 06/26/2025, AR inception is 11/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHX (Schwab U.S. Large-Cap ETF) |
7.14%
Apr 2021 - Apr 2024 |
8.62%
Mar 2015 - Mar 2020 |
12.15%
Mar 2010 - Mar 2020 |
14.04%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHX (Schwab U.S. Large-Cap ETF) |
27.12%
Dec 2018 - Dec 2021 |
21.27%
Oct 2016 - Oct 2021 |
18.45%
Sep 2011 - Sep 2021 |
15.53%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart