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SWHGX: SCHWAB MARKETTRACK GROWTH PORTFOLIO INVESTOR SHARES (MUTUAL FUND)
Basic Info 29.41 0(0.0%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 12/26/1995 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 12.14% |
| Expenses | 0.50% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 10.0 | 26.3 | 17.6 | 7.9 | 9.2 | 8.6 | 7.3 | 7.5 | 19.8 | 12.2 | 17.8 | -17.4 | 14.2 | 4.2 | 22.2 | -7.2 | 16.1 | 11.3 | -2.0 | 5.5 | 23.5 | 13.5 | -1.0 | 13.3 | 24.0 | -31.3 | 5.4 | 15.1 | 5.7 | 11.6 | 27.1 | -15.5 | -8.4 | -4.8 | 19.4 | 15.2 | 21.0 | 14.5 | 0.3 |
| Sharpe Ratio | NA | 1.98 | 2.37 | 1.26 | 0.41 | 0.53 | NA | NA | 0.39 | 1.28 | 0.87 | 1.32 | -1.04 | 1.28 | 0.14 | 2.17 | -0.71 | 2.68 | 0.97 | -0.17 | 0.6 | 2.46 | 1.21 | -0.05 | 0.82 | 1.02 | -1.0 | 0.17 | 1.25 | 0.4 | 1.11 | 2.19 | -0.96 | -0.72 | -0.61 | 1.47 | 0.87 | 1.6 | 1.35 | 6.37 |
| Draw Down(%) | NA | 7.4 | 7.4 | 13.1 | 24.7 | 29.8 | NA | NA | 49.2 | 13.1 | 5.9 | 10.1 | 22.2 | 4.8 | 29.8 | 5.3 | 16.0 | 2.0 | 9.1 | 11.0 | 7.0 | 5.7 | 9.3 | 18.0 | 13.0 | 24.4 | 42.2 | 8.4 | 8.3 | 5.9 | 7.1 | 11.5 | 25.1 | 22.9 | 11.9 | 6.7 | 18.3 | 7.4 | 6.5 | 0.2 |
| Standard Deviation(%) | NA | 11.4 | 9.9 | 11.4 | 13.0 | 14.2 | NA | NA | 14.7 | 13.3 | 9.8 | 10.8 | 18.1 | 11.1 | 28.1 | 9.5 | 12.0 | 5.8 | 11.5 | 11.7 | 9.3 | 9.5 | 11.2 | 20.5 | 16.2 | 23.5 | 32.2 | 13.2 | 9.3 | 8.5 | 9.6 | 12.0 | 17.4 | 15.3 | 14.8 | 10.9 | 13.5 | 10.8 | 8.0 | 4.2 |
| Treynor Ratio | NA | 0.2 | 0.21 | 0.13 | 0.05 | 0.06 | NA | NA | 0.05 | 0.15 | 0.08 | 0.12 | -0.17 | 0.12 | 0.03 | 0.16 | -0.07 | 0.11 | 0.08 | -0.02 | 0.04 | 0.17 | 0.1 | -0.01 | 0.09 | 0.17 | -0.24 | 0.02 | 0.09 | 0.03 | 0.09 | 0.21 | -0.14 | -0.1 | -0.09 | 0.18 | 0.12 | 0.17 | 0.11 | 0.14 |
| Alpha | NA | 0.04 | 0.02 | 0.01 | 0.0 | -0.01 | NA | NA | -0.01 | 0.02 | -0.01 | -0.01 | 0.01 | -0.01 | -0.05 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | -0.02 | -0.02 | 0.02 | -0.01 | 0.0 | 0.01 | -0.22 |
| Beta | NA | 1.12 | 1.13 | 1.12 | 1.12 | 1.17 | NA | NA | 1.23 | 1.12 | 1.12 | 1.14 | 1.09 | 1.18 | 1.21 | 1.31 | 1.2 | 1.36 | 1.43 | 1.32 | 1.36 | 1.36 | 1.42 | 1.48 | 1.48 | 1.4 | 1.36 | 1.42 | 1.36 | 1.26 | 1.23 | 1.23 | 1.18 | 1.13 | 0.99 | 0.9 | 0.95 | 1.01 | 0.97 | 1.85 |
| RSquared | NA | 0.87 | 0.86 | 0.92 | 0.91 | 0.87 | NA | NA | 0.9 | 0.93 | 0.94 | 0.91 | 0.94 | 0.78 | 0.8 | 0.95 | 0.96 | 0.88 | 0.95 | 0.95 | 0.96 | 0.96 | 0.86 | 0.97 | 0.95 | 0.97 | 0.99 | 0.97 | 0.94 | 0.92 | 0.81 | 0.92 | 0.89 | 0.85 | 0.91 | 0.89 | 0.69 | 0.9 | 0.93 | 0.72 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.6 | 11.8 | 4.5 | 1.4 | 1.8 | 1.6 | 6.6 | 5.1 | 5.4 | 4.1 | 12.7 | 3.4 | 1.7 | 2.1 | 2.4 | 1.6 | 2.4 | 4.4 | 4.2 | 3.6 | 1.7 | 1.5 | 1.7 | 1.4 | 2.5 | 3.0 | 2.1 | 1.9 | 6.8 | 1.9 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.9 | 192.6 | 163.9 | -13.9 | 13.2 | -71.2 | 15.4 | 3.7 | 44.7 | -73.0 | 285.2 | 142.7 | -11.3 | -17.0 | 69.5 | -16.9 | -64.6 | 3.2 | 29.3 | 123.1 | 23.8 | 10.7 | 1.0 | -48.5 | -25.4 | 70.3 | 24.5 | -68.0 | 289.0 | 809.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/1995
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