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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SWIPX (Schwab Premier Income Inv) NA 8.52% NA NA NA NA NA 7.97%
Data as of 10/14/2009, AR inception is 11/05/2007
More Performance Analytics Comparison
Name Start Date End Date
SWIPX (Schwab Premier Income Inv) 11/05/2007 10/14/2009
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2009 2008 2007
Annualized Return (%) 0.00 8.52 NA NA NA NA NA 7.97 8.62 -2.44 1.88
Sharpe Ratio NA 1.66 NA NA NA NA NA 0.67 2.32 -0.64 3.04
Standard Deviation(%) NA 5.05 NA NA NA NA NA 4.96 4.74 5.28 3.61
Draw Down(%) NA 3.02 NA NA NA NA NA 6.69 3.02 6.64 1.08
Yield(%) 0.00 6.20 3.43 2.06 1.03 0.69 0.51 10.30 4.72 5.29 0.49
Data as of 10/14/2009, AR inception is 11/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWIPX (Schwab Premier Income Inv) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWIPX (Schwab Premier Income Inv) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart