Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWOBX (SCHWAB BALANCED FUND INVESTOR SHARES) | 6.58% | 8.97% | 5.70% | 3.91% | 5.69% | 7.22% | 5.71% | 6.45% |
Data as of 07/25/2025, AR inception is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWOBX (SCHWAB BALANCED FUND INVESTOR SHARES) | 12/27/1996 | 07/25/2025 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 8.97 | 5.70 | 3.91 | 5.69 | 7.22 | 5.71 | 6.45 | 6.58 | 10.01 | 13.86 | -25.28 | 12.54 | 12.58 | 20.13 | -4.35 | 15.43 | 5.36 | 0.89 | 8.83 | 18.33 | 10.69 | 3.03 | 11.61 | 15.48 | -21.95 | 4.65 | 8.43 | 4.99 | 10.44 | 23.21 | -9.17 | -5.08 | -3.92 | 25.80 | 13.14 | 14.34 | 0.09 |
| Sharpe Ratio | NA | 0.24 | 0.22 | 0.14 | 0.33 | NA | NA | 0.37 | 0.54 | 0.36 | 0.97 | -1.52 | 1.36 | 0.60 | 2.43 | -0.53 | 3.27 | 0.61 | 0.09 | 1.16 | 2.51 | 1.34 | 0.21 | 0.96 | 1.01 | -1.04 | 0.16 | 0.73 | 0.38 | 1.18 | 2.49 | -0.78 | -0.57 | -0.33 | 1.15 | 0.86 | 1.52 | 8.36 |
| Standard Deviation(%) | NA | 12.45 | 12.41 | 12.22 | 11.97 | NA | NA | 12.67 | 13.77 | 9.51 | 9.94 | 17.65 | 9.19 | 20.63 | 7.70 | 10.67 | 4.54 | 8.43 | 9.14 | 7.61 | 7.29 | 8.03 | 14.63 | 11.99 | 15.17 | 21.82 | 10.61 | 7.12 | 7.36 | 8.07 | 9.04 | 13.09 | 13.31 | 24.54 | 19.56 | 11.47 | 7.08 | 1.00 |
| Draw Down(%) | NA | 13.96 | 15.61 | 27.03 | 27.03 | NA | NA | 35.99 | 11.34 | 5.60 | 8.57 | 25.28 | 4.22 | 22.36 | 3.79 | 13.79 | 1.39 | 8.13 | 7.25 | 4.60 | 4.89 | 6.31 | 12.21 | 9.95 | 16.72 | 31.33 | 6.98 | 6.96 | 4.62 | 7.24 | 6.28 | 18.71 | 18.57 | 14.09 | 10.62 | 16.46 | 5.16 | 0.00 |
| Yield(%) | 0.00 | 2.32 | 2.00 | 2.43 | 4.18 | 5.05 | 4.32 | 5.68 | 0.00 | 2.52 | 2.40 | 1.26 | 4.89 | 1.17 | 5.94 | 6.35 | 3.56 | 7.72 | 7.19 | 5.26 | 1.64 | 1.86 | 1.51 | 1.78 | 2.04 | 5.53 | 7.57 | 6.57 | 4.31 | 0.76 | 1.41 | 2.19 | 2.08 | 11.92 | 13.42 | 2.77 | 3.47 | 1.28 |
Data as of 07/25/2025, AR inception is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWOBX (SCHWAB BALANCED FUND INVESTOR SHARES) |
-8.53%
Feb 2006 - Feb 2009 |
-2.45%
Feb 2004 - Feb 2009 |
1.43%
Aug 2000 - Aug 2010 |
4.40%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWOBX (SCHWAB BALANCED FUND INVESTOR SHARES) |
18.79%
Mar 1997 - Mar 2000 |
14.75%
Feb 2009 - Feb 2014 |
10.48%
Feb 2009 - Feb 2019 |
8.38%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart