Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWNTX (SCHWAB TAX-FREE BOND FUND SCHWAB TAX-FREE BOND FUND) | 1.06% | 6.47% | 3.48% | 0.73% | 1.74% | 2.54% | 3.10% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWNTX (SCHWAB TAX-FREE BOND FUND SCHWAB TAX-FREE BOND FUND) | 09/29/1992 | 06/03/2026 |
| 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 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 6.47 | 3.48 | 0.73 | 1.74 | 2.54 | 3.10 | … | … | 1.06 | 3.91 | 1.81 | 5.66 | -8.02 | 0.42 | 4.07 | 6.55 | 0.88 | 4.41 | -0.38 | 2.66 | 6.57 | -1.31 | 5.54 | 9.57 | 3.10 | 11.72 | 0.37 | 1.64 | 3.93 | 2.09 | 3.99 | 5.50 | 9.66 | 3.83 | 15.64 | -7.31 | 5.69 | 9.83 | 4.30 | 18.20 | -6.92 | 12.62 | 2.25 |
| Sharpe Ratio | NA | 1.54 | 0.16 | -0.52 | 0.03 | NA | NA | … | … | -0.05 | 0.23 | -0.60 | 0.59 | -2.57 | 0.26 | 0.52 | 2.91 | -0.33 | 1.86 | -0.26 | 1.49 | 3.96 | -0.51 | 2.76 | 4.45 | 1.28 | 4.28 | -0.13 | -0.56 | 0.23 | -0.08 | 0.90 | 1.35 | 2.70 | 0.46 | 3.37 | -2.78 | 0.76 | 1.58 | 0.11 | 2.88 | -1.61 | 2.50 | 1.34 |
| Standard Deviation(%) | NA | 2.43 | 3.66 | 3.44 | 3.56 | NA | NA | … | … | 2.72 | 4.53 | 3.03 | 3.44 | 3.69 | 1.54 | 7.25 | 1.74 | 1.52 | 2.03 | 2.31 | 1.76 | 1.65 | 2.63 | 2.00 | 2.14 | 2.36 | 2.72 | 4.58 | 2.73 | 2.26 | 2.13 | 3.35 | 3.53 | 3.15 | 3.05 | 3.39 | 3.84 | 2.91 | 3.88 | 5.95 | 4.94 | 6.19 | 4.16 | 5.08 |
| Draw Down(%) | NA | 2.88 | 5.02 | 12.93 | 12.93 | NA | NA | … | … | 2.88 | 4.92 | 2.22 | 5.09 | 11.95 | 2.11 | 10.64 | 1.65 | 1.72 | 1.57 | 5.13 | 2.10 | 1.05 | 5.31 | 1.72 | 1.74 | 3.86 | 1.90 | 7.78 | 3.15 | 1.36 | 2.15 | 5.00 | 5.38 | 3.36 | 4.10 | 4.61 | 9.74 | 2.03 | 3.14 | 5.37 | 3.48 | 12.50 | 3.62 | 4.96 |
| Yield(%) | 0.00 | 3.28 | 3.34 | 2.61 | 2.52 | 2.82 | 3.18 | … | … | 1.14 | 3.51 | 3.38 | 3.13 | 2.10 | 1.65 | 2.01 | 2.68 | 2.38 | 2.38 | 3.03 | 2.70 | 3.39 | 2.29 | 3.80 | 3.39 | 3.92 | 4.51 | 4.12 | 4.02 | 4.01 | 3.89 | 3.90 | 4.06 | 3.36 | 4.60 | 5.27 | 4.59 | 4.73 | 5.14 | 5.06 | 5.67 | 4.99 | 5.32 | 1.42 |
Data as of 06/03/2026, Common starting date is 09/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWNTX (SCHWAB TAX-FREE BOND FUND SCHWAB TAX-FREE BOND FUND) |
-2.59%
Oct 2020 – Oct 2023 |
-0.11%
Oct 2017 – Oct 2022 |
1.10%
Oct 2012 – Oct 2022 |
2.27%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWNTX (SCHWAB TAX-FREE BOND FUND SCHWAB TAX-FREE BOND FUND) |
10.90%
Nov 1994 – Nov 1997 |
7.95%
Jan 2000 – Jan 2005 |
6.89%
Nov 1994 – Nov 2004 |
5.94%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart