Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWHFX (SCHWAB HEALTH CARE FUND INVESTOR SHARES) | -2.00% | 13.93% | 6.09% | 1.70% | 5.25% | 8.93% | 8.22% | … | … |
Data as of 06/04/2026, Common starting date is 07/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWHFX (SCHWAB HEALTH CARE FUND INVESTOR SHARES) | 07/21/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.93 | 6.09 | 1.70 | 5.25 | 8.93 | 8.22 | … | … | -2.00 | 15.85 | 0.10 | 0.73 | -7.74 | 10.11 | 1.85 | 17.63 | 3.68 | 20.31 | -4.33 | 8.52 | 21.51 | 39.95 | 19.21 | 11.53 | 9.75 | 20.12 | -24.96 | 10.68 | 2.11 | 20.03 | 31.01 | 36.76 | -24.37 | -14.40 | 12.88 |
| Sharpe Ratio | NA | 0.82 | 0.23 | -0.08 | 0.22 | NA | NA | … | … | -0.64 | 0.78 | -0.33 | -0.26 | -0.48 | 0.64 | 0.05 | 1.29 | 0.14 | 2.40 | -0.30 | 0.49 | 1.59 | 3.52 | 1.65 | 0.56 | 0.66 | 1.00 | -0.84 | 0.59 | -0.11 | 1.46 | 1.96 | 2.10 | -1.01 | -0.84 | 1.28 |
| Standard Deviation(%) | NA | 14.32 | 13.56 | 15.23 | 16.54 | NA | NA | … | … | 14.88 | 16.60 | 10.66 | 11.43 | 19.03 | 15.81 | 30.39 | 12.48 | 16.23 | 8.22 | 14.99 | 17.20 | 13.52 | 11.33 | 11.72 | 20.63 | 14.65 | 20.04 | 30.79 | 12.83 | 11.61 | 12.15 | 15.28 | 17.16 | 25.25 | 20.35 | 21.06 |
| Draw Down(%) | NA | 11.46 | 19.35 | 23.93 | 27.28 | NA | NA | … | … | 11.46 | 13.04 | 15.60 | 9.65 | 16.72 | 11.66 | 27.28 | 6.94 | 15.11 | 5.28 | 13.31 | 16.12 | 7.84 | 5.64 | 7.62 | 16.74 | 12.29 | 20.19 | 38.71 | 7.79 | 11.94 | 4.91 | 12.93 | 10.51 | 35.08 | 25.35 | 5.44 |
| Yield(%) | 0.00 | 6.06 | 6.02 | 3.55 | 4.75 | 8.66 | 8.59 | … | … | 0.00 | 6.03 | 8.59 | 3.51 | 0.69 | 0.87 | 0.88 | 5.17 | 9.36 | 8.08 | 2.51 | 15.15 | 14.85 | 13.02 | 14.09 | 0.93 | 1.26 | 1.07 | 0.54 | 0.97 | 0.89 | 0.00 | 0.00 | 0.00 | 0.36 | 0.05 | 1.73 |
Data as of 06/04/2026, Common starting date is 07/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWHFX (SCHWAB HEALTH CARE FUND INVESTOR SHARES) |
-10.10%
Feb 2006 – Feb 2009 |
-0.58%
Jul 2020 – Jul 2025 |
2.89%
Jul 2015 – Jul 2025 |
8.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWHFX (SCHWAB HEALTH CARE FUND INVESTOR SHARES) |
31.33%
Feb 2003 – Feb 2006 |
25.22%
Jul 2010 – Jul 2015 |
16.74%
Feb 2009 – Feb 2019 |
14.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart