Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWFFX (SCHWAB FINANCIAL SERVICES FUND INVESTOR SHARES) | NA | -18.31% | -7.53% | 3.48% | -2.81% | 2.08% | NA | … | … |
Data as of 01/23/2017, Common starting date is 07/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWFFX (SCHWAB FINANCIAL SERVICES FUND INVESTOR SHARES) | 07/24/2000 | 01/23/2017 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -26.54 | -18.31 | -7.53 | 3.48 | -2.81 | 2.08 | NA | … | … | -26.54 | -3.69 | -1.95 | 12.64 | 32.91 | 23.89 | -13.82 | 16.35 | 13.89 | -44.19 | -7.32 | 13.36 | 12.17 | 17.34 | 35.50 | -12.40 | -7.94 | 12.89 |
| Sharpe Ratio | NA | -0.43 | -0.20 | 0.07 | -0.03 | NA | NA | … | … | -0.76 | -0.26 | -0.11 | 0.97 | 2.31 | 1.38 | -0.41 | 0.64 | 0.26 | -0.76 | -0.46 | 0.86 | 0.86 | 1.40 | 2.02 | -0.50 | -0.45 | 1.15 |
| Standard Deviation(%) | NA | 48.04 | 38.71 | 45.59 | 105.10 | NA | NA | … | … | 130.85 | 15.08 | 17.25 | 13.01 | 14.22 | 17.47 | 33.45 | 25.57 | 53.30 | 58.91 | 22.60 | 11.81 | 11.67 | 11.71 | 17.22 | 26.97 | 23.27 | 24.00 |
| Draw Down(%) | NA | 29.16 | 33.96 | 33.96 | 71.40 | NA | NA | … | … | 26.54 | 18.27 | 12.65 | 7.48 | 7.10 | 15.77 | 31.15 | 19.80 | 42.21 | 59.21 | 16.74 | 8.52 | 9.45 | 11.57 | 14.24 | 27.83 | 25.93 | 11.85 |
| Yield(%) | 0.00 | 1.02 | 1.02 | 1.33 | 0.73 | 2.12 | 1.82 | … | … | 0.00 | 0.90 | 1.07 | 0.88 | 1.02 | 1.00 | 0.49 | 0.41 | 0.74 | 1.06 | 1.45 | 0.77 | 5.63 | 8.48 | 1.06 | 1.40 | 1.31 | 4.10 |
Data as of 01/23/2017, Common starting date is 07/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWFFX (SCHWAB FINANCIAL SERVICES FUND INVESTOR SHARES) |
-27.20%
Feb 2006 – Feb 2009 |
-12.86%
Feb 2004 – Feb 2009 |
-0.34%
Aug 2000 – Aug 2010 |
3.23%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWFFX (SCHWAB FINANCIAL SERVICES FUND INVESTOR SHARES) |
25.24%
Feb 2003 – Feb 2006 |
21.82%
Feb 2009 – Feb 2014 |
5.41%
Mar 2003 – Mar 2013 |
4.80%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison Chart