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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SWHEX (SCHWAB HEDGED EQUITY FUND SELECT SHARES) NA 21.68% 3.90% 4.56% 6.40% 4.03% NA 5.86%
Data as of 10/26/2021, AR inception is 09/03/2002
More Performance Analytics Comparison
Name Start Date End Date
SWHEX (SCHWAB HEDGED EQUITY FUND SELECT SHARES) 09/03/2002 10/26/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) 0.03 21.68 3.90 4.56 6.40 4.03 NA 5.86 6.75 -7.38 8.91 -7.09 7.77 13.61 -0.39 10.46 14.76 7.60 1.90 6.57 15.88 -20.51 -1.22 9.57 9.01 12.02 22.87 -0.61
Sharpe Ratio NA 0.85 0.01 0.15 0.46 NA NA 0.37 0.63 -0.35 0.94 -0.83 1.45 1.45 -0.04 1.36 1.97 0.91 0.12 0.47 1.00 -1.10 -0.33 0.84 0.91 1.02 1.96 -0.17
Standard Deviation(%) NA 12.85 15.32 12.70 11.04 NA NA 12.19 13.20 21.44 7.96 10.20 4.96 9.22 10.17 7.68 7.47 8.35 15.79 13.73 15.84 19.43 12.77 7.47 7.50 10.84 11.32 16.81
Draw Down(%) NA 11.57 24.89 25.62 25.62 NA NA 36.23 11.57 24.89 6.59 14.30 2.73 6.80 7.03 6.63 4.35 7.19 15.92 12.11 14.30 26.81 13.59 4.81 3.64 6.71 7.30 8.43
Yield(%) 8.84 10.81 5.51 5.28 6.55 4.29 5.25 5.52 10.39 0.05 0.65 6.60 6.33 3.19 10.18 13.82 8.67 0.00 0.00 0.00 0.00 0.08 0.98 0.59 0.38 0.00 0.00 0.00
Data as of 10/26/2021, AR inception is 09/03/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWHEX (SCHWAB HEDGED EQUITY FUND SELECT SHARES) -8.34%
Feb 2006 - Feb 2009 		-1.77%
Sep 2006 - Sep 2011 		3.46%
Feb 2006 - Feb 2016 		3.22%
Oct 2005 - Oct 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWHEX (SCHWAB HEDGED EQUITY FUND SELECT SHARES) 15.92%
Feb 2003 - Feb 2006 		11.50%
Feb 2009 - Feb 2014 		8.47%
Feb 2009 - Feb 2019 		7.15%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart