Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWPPX (Schwab S&P 500 Index Fund) | -3.30% | 10.03% | 14.07% | 15.79% | 12.33% | 13.20% | 10.24% | 9.04% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWPPX (Schwab S&P 500 Index Fund) | 06/25/1997 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 06/25/1997.
AR inception is since 06/25/1997.
| 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 (%) | -0.40 | 10.03 | 14.07 | 15.79 | 12.33 | 13.20 | 10.24 | 9.04 | -3.30 | 24.97 | 26.26 | -18.14 | 28.55 | 18.38 | 31.46 | -4.47 | 21.75 | 11.82 | 1.29 | 13.57 | 32.27 | 15.91 | 2.07 | 14.97 | 26.25 | -36.73 | 5.50 | 15.67 | 4.79 | 10.70 | 28.47 | -22.16 | -12.04 | -9.17 | 20.78 | 28.25 | 9.97 |
| Sharpe Ratio | NA | 0.19 | 0.54 | 0.74 | 0.57 | NA | NA | 0.37 | -0.44 | 1.45 | 1.69 | -0.81 | 2.18 | 0.52 | 2.41 | -0.34 | 3.15 | 0.89 | 0.08 | 1.19 | 2.92 | 1.27 | 0.09 | 0.82 | 0.96 | -0.92 | 0.16 | 1.25 | 0.26 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.22 | 0.81 |
| Standard Deviation(%) | NA | 19.29 | 18.08 | 17.83 | 18.43 | NA | NA | 19.49 | 27.21 | 12.68 | 13.13 | 24.19 | 13.09 | 34.65 | 12.49 | 17.10 | 6.72 | 13.10 | 15.48 | 11.35 | 11.04 | 12.60 | 23.19 | 18.13 | 27.14 | 40.69 | 15.96 | 9.99 | 10.24 | 11.12 | 17.03 | 25.93 | 21.52 | 22.19 | 18.05 | 20.39 | 20.35 |
| Draw Down(%) | NA | 18.74 | 18.74 | 24.51 | 33.80 | NA | NA | 55.06 | 18.74 | 8.46 | 9.95 | 24.51 | 5.13 | 33.80 | 6.62 | 19.41 | 2.60 | 10.30 | 12.03 | 7.29 | 5.58 | 9.55 | 18.57 | 15.55 | 27.18 | 47.42 | 9.83 | 7.49 | 6.97 | 7.48 | 13.78 | 33.04 | 29.15 | 16.51 | 11.84 | 19.18 | 10.70 |
| Yield(%) | 0.00 | 1.38 | 1.70 | 2.23 | 2.91 | 4.38 | 3.75 | 4.18 | 0.00 | 1.53 | 1.79 | 1.34 | 1.51 | 2.09 | 2.51 | 2.46 | 2.07 | 2.82 | 3.12 | 2.02 | 2.11 | 2.47 | 2.01 | 2.03 | 1.70 | 1.90 | 1.90 | 1.89 | 1.83 | 1.87 | 1.66 | 1.27 | 1.02 | 0.90 | 1.46 | 1.18 | 1.04 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWPPX (Schwab S&P 500 Index Fund) |
-16.18%
Mar 2000 - Mar 2003 |
-6.61%
Feb 2004 - Feb 2009 |
-3.49%
Feb 1999 - Feb 2009 |
3.69%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWPPX (Schwab S&P 500 Index Fund) |
26.00%
Dec 2018 - Dec 2021 |
22.88%
Feb 2009 - Feb 2014 |
16.56%
Feb 2009 - Feb 2019 |
15.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart