Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWARX (Schwab Retirement Income) | NA | -4.42% | -1.05% | NA | NA | NA | NA | -0.38% |
Data as of 07/28/2009, AR inception is 07/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWARX (Schwab Retirement Income) | 07/20/2005 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.42 | -1.05 | NA | NA | NA | NA | -0.38 | 1.29 | -12.25 | 3.95 | 7.68 | -1.00 |
| Sharpe Ratio | NA | -0.59 | -0.54 | NA | NA | NA | NA | -0.51 | 0.34 | -1.87 | 0.28 | 1.70 | -1.57 |
| Standard Deviation(%) | NA | 7.98 | 5.35 | NA | NA | NA | NA | 4.85 | 6.31 | 7.01 | 3.34 | 2.59 | 2.98 |
| Draw Down(%) | NA | 12.87 | 19.12 | NA | NA | NA | NA | 19.12 | 6.90 | 17.19 | 2.04 | 1.54 | 1.88 |
| Yield(%) | 0.00 | 3.20 | 4.04 | 2.79 | 1.39 | 0.93 | 0.70 | 3.49 | 1.25 | 3.76 | 4.87 | 4.07 | 0.00 |
Data as of 07/28/2009, AR inception is 07/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWARX (Schwab Retirement Income) |
-2.75%
Feb 2006 - Feb 2009 |
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 |
|---|---|---|---|---|
| SWARX (Schwab Retirement Income) |
1.23%
Aug 2005 - Aug 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart