Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWRIX (Schwab Inflation Protected Inv) | NA | 5.68% | 4.03% | NA | NA | NA | NA | … | … |
Data as of 10/14/2009, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWRIX (Schwab Inflation Protected Inv) | 04/11/2006 | 10/14/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.68 | 4.03 | NA | NA | NA | NA | … | … | 3.87 | -2.12 | 10.56 | 0.29 |
| Sharpe Ratio | NA | 0.57 | 0.30 | NA | NA | NA | NA | … | … | 0.59 | -0.29 | 1.34 | -0.82 |
| Standard Deviation(%) | NA | 9.81 | 8.17 | NA | NA | NA | NA | … | … | 8.25 | 10.58 | 5.64 | 3.67 |
| Draw Down(%) | NA | 5.85 | 14.24 | NA | NA | NA | NA | … | … | 4.00 | 14.24 | 3.22 | 2.28 |
| Yield(%) | 0.00 | 0.77 | 3.84 | 2.55 | 1.27 | 0.85 | 0.64 | … | … | 0.00 | 6.15 | 4.63 | 1.69 |
Data as of 10/14/2009, Common starting date is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRIX (Schwab Inflation Protected Inv) |
3.64%
Sep 2006 – Sep 2009 |
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 |
|---|---|---|---|---|
| SWRIX (Schwab Inflation Protected Inv) |
4.60%
Jun 2006 – Jun 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart