Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWRSX (SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX FUND SCHWAB TREASURY INFLATION PROTECTED SECURI) | 1.53% | 4.67% | 3.95% | 1.09% | 2.66% | 2.50% | 3.33% | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWRSX (SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX FUND SCHWAB TREASURY INFLATION PROTECTED SECURI) | 04/11/2006 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 4.67 | 3.95 | 1.09 | 2.66 | 2.50 | 3.33 | … | … | 1.53 | 6.84 | 1.94 | 3.79 | -12.01 | 5.85 | 10.87 | 8.38 | -1.32 | 2.95 | 4.47 | -1.61 | 3.48 | -8.82 | 6.59 | 12.81 | 6.12 | 9.24 | -1.97 | 10.66 | 0.42 |
| Sharpe Ratio | NA | 0.70 | 0.18 | -0.23 | 0.20 | NA | NA | … | … | 0.54 | 0.89 | -0.37 | 0.02 | -1.50 | 1.26 | 1.48 | 1.74 | -0.85 | 0.66 | 0.96 | -0.30 | 0.82 | -1.55 | 1.37 | 2.03 | 1.02 | 1.14 | -0.28 | 1.31 | -0.81 |
| Standard Deviation(%) | NA | 3.59 | 4.80 | 6.04 | 5.40 | NA | NA | … | … | 3.26 | 4.46 | 4.53 | 6.69 | 8.98 | 4.63 | 7.14 | 3.96 | 3.18 | 3.49 | 4.45 | 5.47 | 4.24 | 5.71 | 4.79 | 6.29 | 5.92 | 8.01 | 10.54 | 5.74 | 3.62 |
| Draw Down(%) | NA | 1.90 | 4.46 | 14.29 | 14.29 | NA | NA | … | … | 1.90 | 2.68 | 3.58 | 6.21 | 14.15 | 2.91 | 9.58 | 2.34 | 3.08 | 1.97 | 4.66 | 5.27 | 3.40 | 10.59 | 2.30 | 3.13 | 5.34 | 4.00 | 14.12 | 3.31 | 2.28 |
| Yield(%) | 0.00 | 3.82 | 3.63 | 4.03 | 3.27 | 2.91 | 3.32 | … | … | 0.46 | 4.30 | 3.62 | 3.12 | 6.52 | 4.51 | 1.44 | 2.33 | 2.76 | 2.01 | 1.85 | 1.02 | 2.48 | 1.29 | 2.26 | 4.58 | 3.21 | 0.02 | 6.25 | 4.95 | 1.73 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SWRSX (SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX FUND SCHWAB TREASURY INFLATION PROTECTED SECURI) |
-2.45%
Dec 2012 – Dec 2015 |
-0.36%
Nov 2012 – Nov 2017 |
0.86%
Sep 2012 – Sep 2022 |
2.47%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRSX (SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX FUND SCHWAB TREASURY INFLATION PROTECTED SECURI) |
11.27%
Oct 2008 – Oct 2011 |
7.95%
Jun 2007 – Jun 2012 |
4.21%
Jun 2006 – Jun 2016 |
4.35%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart