Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFREX (SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND) | 5.23% | 12.24% | 9.85% | -0.14% | 3.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFREX (SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND) | 10/22/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 12.24 | 9.85 | -0.14 | 3.71 | NA | NA | … | … | 5.23 | 11.27 | 3.05 | 4.10 | -21.06 | 18.56 | -11.16 | 22.62 | -8.23 | 21.08 | 8.67 | -0.83 | 4.01 |
| Sharpe Ratio | NA | 0.90 | 0.50 | -0.14 | 0.13 | NA | NA | … | … | 0.85 | 0.61 | -0.04 | 0.03 | -1.12 | 1.38 | -0.31 | 2.15 | -0.75 | 2.66 | 0.58 | -0.06 | 2.21 |
| Standard Deviation(%) | NA | 11.84 | 15.37 | 16.29 | 17.85 | NA | NA | … | … | 13.98 | 13.76 | 16.14 | 16.82 | 20.20 | 13.45 | 36.88 | 9.84 | 12.79 | 7.72 | 14.65 | 14.24 | 10.40 |
| Draw Down(%) | NA | 11.96 | 20.54 | 34.18 | 41.98 | NA | NA | … | … | 11.96 | 12.43 | 15.49 | 22.63 | 29.53 | 8.89 | 41.98 | 6.64 | 14.59 | 3.15 | 10.12 | 15.80 | 3.61 |
| Yield(%) | 0.00 | 3.62 | 3.92 | 2.70 | 3.82 | 3.05 | 2.29 | … | … | 0.33 | 3.81 | 3.73 | 3.54 | 2.22 | 3.45 | 2.98 | 4.90 | 4.71 | 4.16 | 7.01 | 2.61 | 1.13 |
Data as of 06/04/2026, Common starting date is 10/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFREX (SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND) |
-7.73%
Oct 2019 – Oct 2022 |
-2.88%
May 2018 – May 2023 |
2.40%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFREX (SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND) |
12.12%
Jan 2016 – Jan 2019 |
7.98%
Dec 2014 – Dec 2019 |
5.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart