Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWBDX (SCHWAB SHORT-TERM BOND MARKET FUND SCHWAB SHORT-TERM BOND MARKET FUND) | NA | 0.38% | 1.01% | 0.94% | 1.00% | 1.82% | 2.84% | … | … |
Data as of 10/25/2017, Common starting date is 11/27/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWBDX (SCHWAB SHORT-TERM BOND MARKET FUND SCHWAB SHORT-TERM BOND MARKET FUND) | 11/27/1991 | 10/25/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.38 | 1.01 | 0.94 | 1.00 | 1.82 | 2.84 | … | … | 1.27 | 1.29 | 0.66 | 1.14 | 0.03 | 1.86 | 2.75 | 3.43 | 2.47 | -5.41 | 4.64 | 4.59 | 1.59 | 2.01 | 3.49 | 5.96 | 7.38 | 9.17 | 1.57 | 7.02 | 6.93 | 4.15 | 11.00 | -2.80 | 6.63 | 5.85 | 3.11 |
| Sharpe Ratio | NA | -0.12 | 0.46 | 0.51 | 0.32 | NA | NA | … | … | 0.68 | 0.63 | 0.34 | 0.80 | 0.00 | 1.67 | 1.51 | 1.56 | 0.75 | -1.37 | 0.55 | 0.57 | -0.37 | 0.45 | 0.99 | 1.61 | 1.59 | 1.91 | -0.72 | 1.35 | 1.22 | 0.17 | 2.50 | -1.87 | 1.49 | 0.96 | 10.22 |
| Standard Deviation(%) | NA | 1.45 | 1.67 | 1.54 | 2.35 | NA | NA | … | … | 1.41 | 1.70 | 1.85 | 1.41 | 1.33 | 1.09 | 1.79 | 2.14 | 3.16 | 4.64 | 2.72 | 2.06 | 1.82 | 2.31 | 2.81 | 2.98 | 3.16 | 2.59 | 2.52 | 2.63 | 2.66 | 2.87 | 2.81 | 3.15 | 2.99 | 3.46 | 3.80 |
| Draw Down(%) | NA | 1.51 | 1.85 | 1.85 | 9.49 | NA | NA | … | … | 0.65 | 1.85 | 1.10 | 0.91 | 1.56 | 0.56 | 0.88 | 1.84 | 2.80 | 9.36 | 1.21 | 0.71 | 1.15 | 2.32 | 2.47 | 1.48 | 2.50 | 1.10 | 1.52 | 1.20 | 1.03 | 1.84 | 0.91 | 4.88 | 2.06 | 2.83 | 0.10 |
| Yield(%) | 0.00 | 1.13 | 1.11 | 1.00 | 1.55 | 2.24 | 3.08 | … | … | 0.84 | 1.18 | 1.09 | 0.92 | 0.78 | 0.98 | 1.31 | 1.51 | 2.74 | 3.78 | 5.11 | 4.55 | 3.43 | 2.77 | 3.16 | 3.92 | 5.65 | 6.22 | 5.12 | 5.48 | 5.97 | 6.06 | 6.39 | 5.21 | 5.36 | 5.82 | 0.90 |
Data as of 10/25/2017, Common starting date is 11/27/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWBDX (SCHWAB SHORT-TERM BOND MARKET FUND SCHWAB SHORT-TERM BOND MARKET FUND) |
-0.55%
Feb 2008 – Feb 2011 |
0.56%
Feb 2008 – Feb 2013 |
1.02%
Sep 2007 – Sep 2017 |
1.75%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWBDX (SCHWAB SHORT-TERM BOND MARKET FUND SCHWAB SHORT-TERM BOND MARKET FUND) |
7.93%
May 2000 – May 2003 |
6.91%
Sep 1996 – Sep 2001 |
5.84%
Feb 1992 – Feb 2002 |
5.15%
Mar 1992 – Mar 2007 |
Annualized Rolling Returns Comparison Chart