Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWAIX (Schwab Global Real Estate Investor) | NA | 42.77% | NA | NA | NA | NA | NA | -21.26% |
Data as of 12/08/2009, AR inception is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWAIX (Schwab Global Real Estate Investor) | 06/05/2007 | 12/08/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 42.77 | NA | NA | NA | NA | NA | -21.26 | 34.78 | -45.45 | -15.66 |
| Sharpe Ratio | NA | 1.04 | NA | NA | NA | NA | NA | -0.45 | 0.94 | -0.96 | -1.12 |
| Standard Deviation(%) | NA | 41.20 | NA | NA | NA | NA | NA | 40.97 | 39.97 | 47.99 | 25.28 |
| Draw Down(%) | NA | 35.28 | NA | NA | NA | NA | NA | 69.16 | 35.28 | 60.92 | 19.39 |
| Yield(%) | 0.00 | 2.01 | 1.29 | 0.77 | 0.39 | 0.26 | 0.19 | 1.93 | 1.67 | 1.31 | 2.04 |
Data as of 12/08/2009, AR inception is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWAIX (Schwab Global Real Estate Investor) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWAIX (Schwab Global Real Estate Investor) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart