Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWSBX (Schwab Short-Term Bond Index Fund) | 0.00% | 3.18% | 4.31% | 1.53% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWSBX (Schwab Short-Term Bond Index Fund) | 02/28/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.18 | 4.31 | 1.53 | NA | NA | NA | … | … | 0.00 | 6.06 | 3.74 | 4.79 | -5.54 | -1.06 | 4.48 | 4.94 | 1.34 | 0.01 |
| Sharpe Ratio | NA | 0.54 | 0.47 | -0.33 | NA | NA | NA | … | … | -0.95 | 1.33 | 0.04 | 0.30 | -1.98 | -0.82 | 2.33 | 1.66 | -0.03 | -0.54 |
| Standard Deviation(%) | NA | 2.27 | 2.74 | 2.99 | NA | NA | NA | … | … | 2.37 | 2.40 | 2.83 | 3.86 | 3.53 | 1.33 | 1.81 | 2.08 | 1.52 | 1.29 |
| Draw Down(%) | NA | 1.54 | 1.54 | 8.65 | NA | NA | NA | … | … | 1.54 | 1.03 | 1.51 | 2.10 | 7.54 | 1.45 | 1.84 | 0.99 | 1.08 | 0.98 |
| Yield(%) | 0.00 | 3.77 | 3.87 | 2.78 | 2.18 | 1.45 | 1.09 | … | … | 1.34 | 4.17 | 3.97 | 3.20 | 1.39 | 1.17 | 1.88 | 2.46 | 2.11 | 0.71 |
Data as of 06/04/2026, Common starting date is 02/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSBX (Schwab Short-Term Bond Index Fund) |
-1.71%
Sep 2020 – Sep 2023 |
0.42%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSBX (Schwab Short-Term Bond Index Fund) |
5.20%
Feb 2023 – Feb 2026 |
1.77%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart