Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWHGX (SCHWAB MARKETTRACK GROWTH PORTFOLIO INVESTOR SHARES) | 10.03% | 25.99% | 17.62% | 7.89% | 9.19% | 8.71% | 7.26% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWHGX (SCHWAB MARKETTRACK GROWTH PORTFOLIO INVESTOR SHARES) | 12/26/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 25.99 | 17.62 | 7.89 | 9.19 | 8.71 | 7.26 | … | … | 10.03 | 19.84 | 12.17 | 17.78 | -17.40 | 14.20 | 4.18 | 22.22 | -7.18 | 16.11 | 11.32 | -1.99 | 5.55 | 23.49 | 13.50 | -0.97 | 13.35 | 24.05 | -31.30 | 5.39 | 15.08 | 5.69 | 11.61 | 27.08 | -15.48 | -8.44 | -4.81 | 19.37 | 15.17 | 21.00 | 14.50 | 0.31 |
| Sharpe Ratio | NA | 2.43 | 1.30 | 0.43 | 0.54 | NA | NA | … | … | 2.02 | 1.28 | 0.87 | 1.32 | -1.04 | 1.28 | 0.14 | 2.17 | -0.71 | 2.68 | 0.97 | -0.17 | 0.60 | 2.46 | 1.21 | -0.05 | 0.82 | 1.02 | -1.00 | 0.17 | 1.25 | 0.40 | 1.11 | 2.19 | -0.96 | -0.72 | -0.61 | 1.47 | 0.87 | 1.60 | 1.35 | 6.37 |
| Standard Deviation(%) | NA | 9.93 | 11.41 | 12.98 | 14.21 | NA | NA | … | … | 11.56 | 13.29 | 9.83 | 10.82 | 18.09 | 11.10 | 28.13 | 9.55 | 12.05 | 5.79 | 11.51 | 11.71 | 9.27 | 9.54 | 11.23 | 20.46 | 16.16 | 23.49 | 32.18 | 13.23 | 9.34 | 8.53 | 9.57 | 12.02 | 17.40 | 15.31 | 14.85 | 10.91 | 13.49 | 10.79 | 7.98 | 4.16 |
| Draw Down(%) | NA | 7.38 | 13.15 | 24.71 | 29.77 | NA | NA | … | … | 7.38 | 13.15 | 5.91 | 10.13 | 22.21 | 4.82 | 29.77 | 5.35 | 15.96 | 2.03 | 9.08 | 11.03 | 7.03 | 5.74 | 9.30 | 17.99 | 12.98 | 24.39 | 42.19 | 8.40 | 8.34 | 5.87 | 7.12 | 11.46 | 25.12 | 22.85 | 11.92 | 6.73 | 18.35 | 7.45 | 6.53 | 0.19 |
| Yield(%) | 0.00 | 12.04 | 10.03 | 5.84 | 6.26 | 6.63 | 5.65 | … | … | 0.00 | 12.63 | 11.80 | 4.55 | 1.39 | 1.84 | 1.65 | 6.64 | 5.06 | 5.36 | 4.06 | 12.68 | 3.39 | 1.65 | 2.09 | 2.44 | 1.60 | 2.38 | 4.37 | 4.24 | 3.60 | 1.72 | 1.51 | 1.68 | 1.41 | 2.49 | 3.04 | 2.07 | 1.88 | 6.78 | 1.94 | 0.21 |
Data as of 06/04/2026, Common starting date is 12/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWHGX (SCHWAB MARKETTRACK GROWTH PORTFOLIO INVESTOR SHARES) |
-12.51%
Feb 2006 – Feb 2009 |
-4.43%
Feb 2004 – Feb 2009 |
-0.68%
Feb 1999 – Feb 2009 |
3.95%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWHGX (SCHWAB MARKETTRACK GROWTH PORTFOLIO INVESTOR SHARES) |
21.62%
Feb 2009 – Feb 2012 |
18.82%
Feb 2009 – Feb 2014 |
12.30%
Feb 2009 – Feb 2019 |
10.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart