Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) | 7.21% | 10.29% | 8.59% | 3.21% | 5.91% | 8.87% | 6.66% | 7.57% |
Data as of 07/25/2025, AR inception is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) | 06/28/1996 | 07/25/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 10.29 | 8.59 | 3.21 | 5.91 | 8.87 | 6.66 | 7.57 | 7.21 | 16.55 | 20.53 | -28.33 | -0.55 | 7.72 | 29.50 | -9.53 | 24.26 | 6.93 | 0.60 | 14.89 | 31.30 | 14.72 | 0.78 | 12.43 | 20.07 | -33.25 | 5.67 | 15.58 | 9.40 | 13.50 | 28.19 | -19.29 | -17.89 | -7.49 | 27.91 | 27.84 | 31.80 | 13.68 |
| Sharpe Ratio | NA | 0.09 | 0.28 | 0.04 | 0.19 | NA | NA | 0.30 | 0.29 | 0.65 | 1.27 | -1.09 | -0.02 | 0.22 | 2.19 | -0.63 | 3.40 | 0.48 | 0.04 | 1.24 | 2.70 | 1.11 | 0.03 | 0.64 | 0.80 | -0.89 | 0.17 | 1.15 | 0.65 | 1.10 | 1.68 | -0.84 | -1.03 | -0.49 | 1.29 | 1.16 | 1.59 | 2.01 |
| Standard Deviation(%) | NA | 21.06 | 19.43 | 21.95 | 20.76 | NA | NA | 19.96 | 22.85 | 15.24 | 12.93 | 27.29 | 28.83 | 34.53 | 12.83 | 17.15 | 6.97 | 13.87 | 15.77 | 12.04 | 11.60 | 13.27 | 24.65 | 19.17 | 25.09 | 38.35 | 15.92 | 10.72 | 11.08 | 11.43 | 16.36 | 24.14 | 19.92 | 23.88 | 19.19 | 21.06 | 17.66 | 12.56 |
| Draw Down(%) | NA | 23.94 | 23.94 | 44.32 | 44.32 | NA | NA | 51.33 | 18.43 | 10.34 | 9.36 | 29.85 | 24.21 | 34.66 | 6.95 | 21.41 | 1.99 | 13.95 | 11.82 | 8.99 | 6.24 | 10.88 | 21.63 | 17.15 | 25.27 | 44.95 | 10.02 | 8.18 | 7.77 | 7.70 | 13.24 | 27.91 | 29.87 | 20.78 | 10.14 | 22.52 | 11.04 | 6.55 |
| Yield(%) | 0.00 | 0.51 | 0.98 | 0.94 | 4.66 | 7.56 | 5.73 | 8.24 | 0.00 | 0.58 | 1.23 | 1.12 | 1.10 | 0.87 | 3.62 | 11.96 | 12.78 | 1.78 | 14.67 | 16.43 | 9.74 | 1.97 | 0.99 | 1.10 | 1.17 | 1.15 | 1.19 | 2.53 | 0.61 | 1.22 | 1.01 | 0.57 | 0.49 | 8.03 | 9.37 | 4.99 | 13.19 | 2.01 |
Data as of 07/25/2025, AR inception is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) |
-17.85%
Mar 2000 - Mar 2003 |
-3.70%
Feb 2004 - Feb 2009 |
-1.87%
Aug 2000 - Aug 2010 |
3.73%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) |
32.49%
Mar 1997 - Mar 2000 |
19.80%
Feb 2009 - Feb 2014 |
14.34%
Feb 2009 - Feb 2019 |
10.41%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart