Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWIIX (SCHWAB INTERMEDIATE-TERM BOND FUND SCHWAB INTERMEDIATE-TERM BOND FUND) | NA | 2.26% | 1.04% | 1.53% | 3.97% | NA | NA | … | … |
Data as of 03/11/2019, Common starting date is 11/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWIIX (SCHWAB INTERMEDIATE-TERM BOND FUND SCHWAB INTERMEDIATE-TERM BOND FUND) | 11/05/2007 | 03/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.26 | 1.04 | 1.53 | 3.97 | NA | NA | … | … | 0.31 | 0.34 | 1.85 | 1.74 | 0.76 | 3.72 | -1.12 | 3.32 | 5.63 | 7.31 | 14.36 | -2.21 | 1.88 |
| Sharpe Ratio | NA | 0.39 | 0.10 | 0.44 | 1.35 | NA | NA | … | … | 0.01 | -0.42 | 0.56 | 0.66 | 0.27 | 1.67 | -0.44 | 1.92 | 1.89 | 2.22 | 3.02 | -0.60 | 3.03 |
| Standard Deviation(%) | NA | 2.36 | 2.28 | 2.35 | 2.74 | NA | NA | … | … | 2.35 | 2.36 | 2.18 | 2.31 | 2.71 | 2.21 | 2.63 | 1.72 | 2.97 | 3.25 | 4.73 | 5.25 | 3.63 |
| Draw Down(%) | NA | 1.25 | 3.13 | 3.13 | 3.70 | NA | NA | … | … | 0.91 | 2.33 | 1.18 | 3.13 | 1.52 | 0.88 | 3.70 | 0.86 | 1.25 | 2.83 | 2.99 | 6.58 | 1.08 |
| Yield(%) | 0.00 | 2.12 | 2.20 | 2.17 | 3.50 | 2.59 | 1.94 | … | … | 0.21 | 2.21 | 1.95 | 2.64 | 2.13 | 2.10 | 1.97 | 3.68 | 3.99 | 4.13 | 7.97 | 5.52 | 0.49 |
Data as of 03/11/2019, Common starting date is 11/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWIIX (SCHWAB INTERMEDIATE-TERM BOND FUND SCHWAB INTERMEDIATE-TERM BOND FUND) |
0.45%
Apr 2015 – Apr 2018 |
0.88%
Apr 2013 – Apr 2018 |
3.06%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWIIX (SCHWAB INTERMEDIATE-TERM BOND FUND SCHWAB INTERMEDIATE-TERM BOND FUND) |
9.85%
Feb 2009 – Feb 2012 |
6.38%
Feb 2009 – Feb 2014 |
3.89%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart