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Schwab Total Return Bond
0.00%June 27 | MyPlanIQ portfolio symbol P_46880

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


This portfolio is for fixed income investments in Schwab. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:

For its smart usage in other asset allocation portfolios, see the following:

Candidate funds used in this portfolio:
Asset Class Ticker Description Rating
FIXED INCOME


Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
Multisector Bond PONAX PIMCO Income A
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Intermediate-Term Bond WABRX Western Asset Core Bond R
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Multisector Bond LSBRX Loomis Sayles Bond Retail



Holdings




Historical Performance


Schwab Total Return Bond Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Schwab Total Return Bond 1.54% 1.98% 1.80% 2.32% 2.17% 4.40% 5.80% 6.83%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

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Schwab Total Return Bond Historical Return Chart


Calculators


Dollar Cost Average Calculator for Schwab Total Return Bond

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Retirement Spending Calculator for Schwab Total Return Bond

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Rolling Returns


From 12/31/2000 to 06/27/2025, the worst annualized return of 3-year rolling returns for Schwab Total Return Bond is -1.47%.
From 12/31/2000 to 06/27/2025, the worst annualized return of 5-year rolling returns for Schwab Total Return Bond is 0.39%.
From 12/31/2000 to 06/27/2025, the worst annualized return of 10-year rolling returns for Schwab Total Return Bond is 2.07%.
From 12/31/2000 to 06/27/2025, the worst annualized return of 20-year rolling returns for Schwab Total Return Bond is 5.66%.

Maximum Drawdown

Schwab Total Return Bond Maximum Drawdown