Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Five Core Asset ETFs Strategic Asset Allocation – Optimal Moderate | NA | 152.52% | 21.48% | 17.86% | 11.34% | 9.06% | 7.24% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Five Core Asset ETFs Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 152.52 | 21.48 | 17.86 | 11.34 | 9.06 | 7.24 | … | … | -0.01 | 122.87 | 13.41 | -30.05 | 11.28 | 11.70 | 17.87 | -6.02 | 12.56 | 6.68 | -0.79 | 6.74 | 9.88 | 10.72 | -3.35 | 0.09 | 0.09 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.02 | 0.26 | 0.27 | 0.25 | NA | NA | … | … | -0.01 | 1.01 | 1.03 | -1.35 | 1.46 | 0.58 | 2.64 | -0.84 | 2.87 | 0.73 | -0.09 | 1.05 | 1.28 | 1.20 | -0.23 | 0.60 | 0.00 | 0.15 | 1.06 | 2.84 | 0.96 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 114.92 | 67.99 | 53.45 | 38.15 | NA | NA | … | … | 6.43 | 114.92 | 8.92 | 23.20 | 7.74 | 19.91 | 6.24 | 8.77 | 4.16 | 8.83 | 8.91 | 6.39 | 7.69 | 8.90 | 14.60 | 0.00 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 46.38 | 46.38 | 46.38 | 46.38 | NA | NA | … | … | 0.56 | 46.38 | 8.90 | 35.21 | 3.65 | 22.38 | 3.20 | 11.70 | 1.52 | 6.16 | 9.32 | 4.72 | 7.51 | 7.93 | 13.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.06 | 2.55 | 2.71 | 2.32 | NA | NA | … | … | NA | 0.62 | 3.08 | 1.68 | 3.19 | 2.32 | 2.43 | 1.94 | 0.37 | 2.44 | 2.81 | 2.33 | 2.12 | 1.58 | 1.31 | 0.09 | 0.09 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Five Core Asset ETFs Strategic Asset Allocation – Optimal Moderate |
-5.93%
Apr 2021 – Apr 2024 |
-1.61%
Sep 2017 – Sep 2022 |
0.35%
Sep 2001 – Sep 2011 |
2.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Five Core Asset ETFs Strategic Asset Allocation – Optimal Moderate |
45.24%
Sep 2022 – Sep 2025 |
20.85%
Mar 2020 – Mar 2025 |
13.10%
Sep 2015 – Sep 2025 |
10.02%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart