Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWCAX (SCHWAB CALIFORNIA TAX-FREE BOND FUND SCHWAB CALIFORNIA TAX-FREE BOND FUND) | 0.79% | 5.78% | 3.39% | 0.67% | 1.57% | 2.56% | 2.92% | … | … |
Data as of 06/04/2026, Common starting date is 03/26/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWCAX (SCHWAB CALIFORNIA TAX-FREE BOND FUND SCHWAB CALIFORNIA TAX-FREE BOND FUND) | 03/26/1992 | 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 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 5.78 | 3.39 | 0.67 | 1.57 | 2.56 | 2.92 | … | … | 0.79 | 3.69 | 1.96 | 5.22 | -7.59 | 0.28 | 3.31 | 6.01 | 1.15 | 4.53 | -0.56 | 2.82 | 7.22 | -0.94 | 6.15 | 9.26 | 2.26 | 9.40 | -1.07 | 2.29 | 4.37 | 3.31 | 5.01 | 4.69 | 6.92 | 4.95 | 15.21 | -6.12 | 6.45 | 10.03 | 4.45 | 19.97 | -8.94 | 11.52 | 10.81 |
| Sharpe Ratio | NA | 1.36 | 0.12 | -0.61 | -0.02 | NA | NA | … | … | -0.38 | 0.20 | -0.63 | 0.55 | -2.68 | 0.18 | 0.43 | 2.77 | -0.15 | 1.92 | -0.31 | 1.54 | 3.97 | -0.36 | 2.90 | 3.98 | 0.89 | 3.41 | -0.42 | -0.38 | 0.44 | 0.46 | 1.14 | 1.09 | 1.80 | 0.89 | 3.76 | -2.73 | 1.02 | 1.73 | 0.15 | 3.15 | -1.72 | 2.21 | 2.48 |
| Standard Deviation(%) | NA | 2.29 | 3.22 | 3.06 | 3.36 | NA | NA | … | … | 2.69 | 4.03 | 2.63 | 2.88 | 3.38 | 1.43 | 7.13 | 1.64 | 1.58 | 2.02 | 2.49 | 1.81 | 1.82 | 2.73 | 2.12 | 2.32 | 2.42 | 2.72 | 4.77 | 2.28 | 2.19 | 2.29 | 3.54 | 3.63 | 3.21 | 2.84 | 2.93 | 3.48 | 2.93 | 3.64 | 5.43 | 5.07 | 6.99 | 4.22 | 4.79 |
| Draw Down(%) | NA | 2.75 | 4.60 | 12.11 | 12.11 | NA | NA | … | … | 2.75 | 4.44 | 1.96 | 3.97 | 11.18 | 1.78 | 10.48 | 1.64 | 1.76 | 1.61 | 5.59 | 2.32 | 1.34 | 5.12 | 1.73 | 1.94 | 4.45 | 2.10 | 8.16 | 2.26 | 1.21 | 2.19 | 5.33 | 6.22 | 4.26 | 3.12 | 3.72 | 8.10 | 1.91 | 2.94 | 5.58 | 3.60 | 13.52 | 3.56 | 6.52 |
| Yield(%) | 0.00 | 3.02 | 3.04 | 2.39 | 2.38 | 2.85 | 3.10 | … | … | 1.05 | 3.21 | 3.07 | 2.74 | 1.92 | 1.58 | 1.88 | 2.63 | 2.46 | 2.43 | 2.98 | 2.78 | 4.33 | 2.45 | 4.69 | 3.35 | 3.69 | 3.55 | 4.05 | 4.12 | 4.69 | 4.27 | 4.63 | 4.26 | 3.39 | 4.74 | 5.33 | 4.70 | 4.71 | 5.16 | 5.24 | 5.94 | 4.96 | 5.17 | 5.00 |
Data as of 06/04/2026, Common starting date is 03/26/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWCAX (SCHWAB CALIFORNIA TAX-FREE BOND FUND SCHWAB CALIFORNIA TAX-FREE BOND FUND) |
-2.55%
Oct 2020 – Oct 2023 |
-0.23%
Jul 2020 – Jul 2025 |
1.22%
Oct 2012 – Oct 2022 |
2.26%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWCAX (SCHWAB CALIFORNIA TAX-FREE BOND FUND SCHWAB CALIFORNIA TAX-FREE BOND FUND) |
11.31%
Nov 1994 – Nov 1997 |
7.74%
Jan 2000 – Jan 2005 |
7.00%
Nov 1994 – Nov 2004 |
5.91%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart