Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWBGX (SCHWAB MARKETTRACK BALANCED PORTFOLIO INVESTOR SHARES) | 7.63% | 21.33% | 14.44% | 5.95% | 7.27% | 7.05% | 6.10% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWBGX (SCHWAB MARKETTRACK BALANCED PORTFOLIO INVESTOR SHARES) | 12/26/1995 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 21.33 | 14.44 | 5.95 | 7.27 | 7.05 | 6.10 | … | … | 7.63 | 17.46 | 9.44 | 14.61 | -16.30 | 9.12 | 5.44 | 18.57 | -5.44 | 12.63 | 9.08 | -1.39 | 5.49 | 16.49 | 10.85 | 1.35 | 11.47 | 19.04 | -25.03 | 5.09 | 12.29 | 4.88 | 9.64 | 21.03 | -9.84 | -4.40 | -1.03 | 13.99 | 13.67 | 17.76 | 11.16 | 0.39 |
| Sharpe Ratio | NA | 2.42 | 1.28 | 0.35 | 0.53 | NA | NA | … | … | 1.83 | 1.43 | 0.74 | 1.26 | -1.24 | 1.06 | 0.25 | 2.52 | -0.77 | 2.84 | 1.05 | -0.17 | 0.80 | 2.28 | 1.34 | 0.09 | 0.95 | 1.08 | -1.09 | 0.20 | 1.25 | 0.40 | 1.22 | 2.31 | -0.88 | -0.61 | -0.47 | 1.24 | 1.03 | 1.69 | 1.09 | 19.78 |
| Standard Deviation(%) | NA | 8.00 | 9.05 | 10.26 | 10.76 | NA | NA | … | … | 9.17 | 10.26 | 7.85 | 8.74 | 14.34 | 8.57 | 20.55 | 6.79 | 8.90 | 4.23 | 8.46 | 8.54 | 6.80 | 7.22 | 8.13 | 14.89 | 11.94 | 17.47 | 23.75 | 9.67 | 7.15 | 6.50 | 7.12 | 8.78 | 12.50 | 11.41 | 11.14 | 8.54 | 9.90 | 8.28 | 6.84 | 1.79 |
| Draw Down(%) | NA | 5.89 | 9.69 | 23.07 | 23.07 | NA | NA | … | … | 5.89 | 9.69 | 4.00 | 8.63 | 20.28 | 3.74 | 22.81 | 3.58 | 11.92 | 1.50 | 6.27 | 8.40 | 4.85 | 5.03 | 6.55 | 12.56 | 9.20 | 19.31 | 34.60 | 6.14 | 6.16 | 4.30 | 5.68 | 8.18 | 17.92 | 16.36 | 8.11 | 5.57 | 13.16 | 5.40 | 4.93 | 0.00 |
| Yield(%) | 0.00 | 10.44 | 8.88 | 5.20 | 5.43 | 5.69 | 5.05 | … | … | 0.00 | 10.90 | 10.67 | 4.66 | 1.49 | 1.74 | 1.69 | 5.02 | 6.27 | 5.64 | 3.39 | 12.36 | 3.49 | 2.31 | 2.10 | 2.45 | 1.88 | 2.58 | 4.11 | 4.49 | 4.97 | 2.54 | 1.97 | 2.41 | 2.14 | 3.59 | 3.86 | 2.65 | 3.21 | 4.92 | 2.28 | 0.29 |
Data as of 06/04/2026, Common starting date is 12/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWBGX (SCHWAB MARKETTRACK BALANCED PORTFOLIO INVESTOR SHARES) |
-9.27%
Feb 2006 – Feb 2009 |
-2.92%
Feb 2004 – Feb 2009 |
0.55%
Feb 1999 – Feb 2009 |
3.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWBGX (SCHWAB MARKETTRACK BALANCED PORTFOLIO INVESTOR SHARES) |
17.95%
Feb 2009 – Feb 2012 |
15.18%
Feb 2009 – Feb 2014 |
10.03%
Feb 2009 – Feb 2019 |
8.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart