Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWDSX (SCHWAB DIVIDEND EQUITY FUND SELECT SHARES) | 1.48% | 13.70% | 6.59% | 9.53% | 4.96% | 7.69% | 6.31% | 7.34% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWDSX (SCHWAB DIVIDEND EQUITY FUND SELECT SHARES) | 09/02/2003 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 09/02/2003.
AR inception is since 09/02/2003.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 13.70 | 6.59 | 9.53 | 4.96 | 7.69 | 6.31 | 7.34 | 1.48 | 16.21 | 6.78 | -9.88 | 11.99 | -4.33 | 24.32 | -12.18 | 15.66 | 10.89 | -3.52 | 11.75 | 31.46 | 11.74 | 6.04 | 11.46 | 17.90 | -30.32 | 4.23 | 18.65 | 5.35 | 14.97 | 12.82 |
| Sharpe Ratio | NA | 0.64 | 0.18 | 0.43 | 0.18 | NA | NA | 0.32 | 0.13 | 0.99 | 0.23 | -0.60 | 0.65 | -0.12 | 1.93 | -0.86 | 2.00 | 0.72 | -0.22 | 0.99 | 2.68 | 0.97 | 0.27 | 0.65 | 0.73 | -0.85 | 0.08 | 1.66 | 0.32 | 1.39 | 4.30 |
| Standard Deviation(%) | NA | 14.14 | 14.48 | 16.36 | 18.11 | NA | NA | 18.07 | 19.96 | 9.71 | 11.14 | 18.96 | 18.31 | 37.11 | 11.89 | 15.69 | 7.55 | 14.88 | 15.87 | 11.84 | 11.72 | 12.11 | 22.53 | 17.55 | 24.38 | 36.78 | 14.88 | 9.32 | 9.96 | 10.08 | 9.98 |
| Draw Down(%) | NA | 12.41 | 13.77 | 25.90 | 40.20 | NA | NA | 50.02 | 12.08 | 6.39 | 10.20 | 17.94 | 13.77 | 40.20 | 6.85 | 21.69 | 4.52 | 14.15 | 13.92 | 9.11 | 5.91 | 9.21 | 17.79 | 15.17 | 25.94 | 41.50 | 9.46 | 7.14 | 5.79 | 5.99 | 3.23 |
| Yield(%) | 0.00 | 1.56 | 1.93 | 2.51 | 4.68 | 7.10 | 5.91 | 7.26 | 0.00 | 2.10 | 2.22 | 1.97 | 2.29 | 1.95 | 7.95 | 9.16 | 10.91 | 1.87 | 12.18 | 15.99 | 9.70 | 1.97 | 1.92 | 1.73 | 2.15 | 2.06 | 2.47 | 4.39 | 3.63 | 2.65 | 1.04 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDSX (SCHWAB DIVIDEND EQUITY FUND SELECT SHARES) |
-12.08%
Feb 2006 - Feb 2009 |
-3.71%
Feb 2004 - Feb 2009 |
3.87%
Oct 2013 - Oct 2023 |
4.27%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDSX (SCHWAB DIVIDEND EQUITY FUND SELECT SHARES) |
21.55%
Feb 2009 - Feb 2012 |
19.94%
Feb 2009 - Feb 2014 |
13.03%
Feb 2009 - Feb 2019 |
9.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart