Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWISX (SCHWAB INTERNATIONAL INDEX FUND SELECT SHARES) | 19.81% | 13.95% | 16.45% | 10.74% | 6.41% | 7.17% | 5.79% | 4.90% |
Data as of 07/11/2025, AR inception is 05/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWISX (SCHWAB INTERNATIONAL INDEX FUND SELECT SHARES) | 05/19/1997 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 13.95 | 16.45 | 10.74 | 6.41 | 7.17 | 5.79 | 4.90 | 19.81 | 3.54 | 18.13 | -14.30 | 11.25 | 8.14 | 21.87 | -13.28 | 25.32 | 1.07 | -0.86 | -5.71 | 21.62 | 18.92 | -11.81 | 6.61 | 29.18 | -41.89 | 13.33 | 25.02 | 12.94 | 18.35 | 33.91 | -17.46 | -23.68 | -18.86 | 32.53 | 15.96 | -0.84 |
| Sharpe Ratio | NA | 0.78 | 0.79 | 0.56 | 0.30 | NA | NA | 0.18 | 2.19 | -0.24 | 1.07 | -0.72 | 0.88 | 0.26 | 1.94 | -1.10 | 3.34 | 0.05 | -0.06 | -0.50 | 1.65 | 1.13 | -0.43 | 0.30 | 0.96 | -0.99 | 0.59 | 1.60 | 1.03 | 1.37 | 2.22 | -0.86 | -1.44 | -1.52 | 2.20 | 0.64 | -0.29 |
| Standard Deviation(%) | NA | 17.06 | 16.01 | 16.06 | 17.00 | NA | NA | 19.18 | 19.30 | 12.87 | 13.15 | 21.98 | 12.69 | 30.25 | 10.52 | 13.30 | 7.42 | 17.86 | 15.56 | 11.44 | 13.08 | 16.91 | 27.69 | 22.02 | 30.15 | 42.94 | 17.69 | 13.69 | 10.44 | 12.66 | 14.94 | 21.60 | 18.29 | 15.09 | 13.33 | 19.62 | 16.52 |
| Draw Down(%) | NA | 13.68 | 16.59 | 29.42 | 33.76 | NA | NA | 60.67 | 13.68 | 9.92 | 11.49 | 28.66 | 6.69 | 33.68 | 7.79 | 21.49 | 2.02 | 12.64 | 16.54 | 13.66 | 9.98 | 16.26 | 26.13 | 19.44 | 29.86 | 53.73 | 11.81 | 14.37 | 6.84 | 8.91 | 16.26 | 26.98 | 33.82 | 21.64 | 9.14 | 24.83 | 13.30 |
| Yield(%) | 0.00 | 3.03 | 3.60 | 3.44 | 3.08 | 3.88 | 3.56 | 3.18 | 0.00 | 3.34 | 3.76 | 2.27 | 3.59 | 1.98 | 3.67 | 2.63 | 3.28 | 3.18 | 2.62 | 3.12 | 2.95 | 3.87 | 3.48 | 2.83 | 3.26 | 2.71 | 2.55 | 3.58 | 2.39 | 2.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.12 | 1.19 |
Data as of 07/11/2025, AR inception is 05/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWISX (SCHWAB INTERNATIONAL INDEX FUND SELECT SHARES) |
-21.97%
Mar 2000 - Mar 2003 |
-8.50%
Mar 1998 - Mar 2003 |
-2.15%
Feb 1999 - Feb 2009 |
0.64%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWISX (SCHWAB INTERNATIONAL INDEX FUND SELECT SHARES) |
28.42%
Mar 2003 - Mar 2006 |
21.86%
Sep 2002 - Sep 2007 |
9.61%
Feb 2009 - Feb 2019 |
8.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart