Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCHZ (Schwab US Aggregate Bond ETF) | 3.65% | 4.37% | 2.01% | -1.09% | 1.63% | NA | NA | 1.98% |
Data as of 07/21/2025, AR inception is 07/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHZ (Schwab US Aggregate Bond ETF) | 07/14/2011 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 4.37 | 2.01 | -1.09 | 1.63 | NA | NA | 1.98 | 3.65 | 1.26 | 5.60 | -13.17 | -1.72 | 7.46 | 8.64 | -0.03 | 3.50 | 2.21 | 0.42 | 6.28 | -2.00 | 3.32 | 4.23 |
| Sharpe Ratio | NA | 0.11 | -0.18 | -0.53 | 0.03 | NA | NA | 0.19 | 0.62 | -0.42 | 0.26 | -1.82 | -0.49 | 0.81 | 2.23 | -0.64 | 1.16 | 0.70 | 0.12 | 2.68 | -0.60 | 1.31 | 2.20 |
| Standard Deviation(%) | NA | 5.19 | 6.69 | 6.03 | 5.38 | NA | NA | 4.84 | 5.16 | 5.56 | 7.44 | 8.03 | 3.59 | 8.84 | 3.22 | 2.21 | 2.46 | 2.85 | 3.38 | 2.34 | 3.37 | 2.51 | 4.20 |
| Draw Down(%) | NA | 4.92 | 9.87 | 18.74 | 18.74 | NA | NA | 18.74 | 2.41 | 4.20 | 7.44 | 16.80 | 3.71 | 10.27 | 2.12 | 2.90 | 1.48 | 4.35 | 2.78 | 1.14 | 4.89 | 1.41 | 1.73 |
| Yield(%) | 0.00 | 2.52 | 2.89 | 2.32 | 2.54 | 2.30 | 1.72 | 2.46 | 2.09 | 3.37 | 3.33 | 2.24 | 2.08 | 2.54 | 2.94 | 2.71 | 2.42 | 2.24 | 2.07 | 2.11 | 1.93 | 2.07 | 0.78 |
Data as of 07/21/2025, AR inception is 07/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHZ (Schwab US Aggregate Bond ETF) |
-5.56%
Oct 2020 - Oct 2023 |
-1.00%
May 2020 - May 2025 |
0.67%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHZ (Schwab US Aggregate Bond ETF) |
5.67%
Jul 2018 - Jul 2021 |
4.38%
Jul 2015 - Jul 2020 |
3.03%
Aug 2011 - Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart