Performance Comparison
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