Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHM (Schwab U.S. Mid-Cap ETF) | 15.35% | 27.08% | 16.14% | 7.32% | 11.05% | 11.41% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHM (Schwab U.S. Mid-Cap ETF) | 01/13/2011 | 06/10/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.11 | 27.08 | 16.14 | 7.32 | 11.05 | 11.41 | NA | … | … | 15.35 | 10.17 | 11.98 | 16.69 | -17.07 | 19.36 | 15.24 | 27.47 | -8.77 | 19.59 | 14.48 | -0.03 | 10.32 | 36.28 | 17.49 | -2.92 |
| Sharpe Ratio | NA | 1.71 | 0.80 | 0.26 | 0.46 | NA | NA | … | … | 2.21 | 0.35 | 0.56 | 0.77 | -0.71 | 1.15 | 0.38 | 1.91 | -0.62 | 2.23 | 0.93 | 0.00 | 0.79 | 2.76 | 1.18 | -0.11 |
| Standard Deviation(%) | NA | 15.83 | 17.66 | 19.58 | 20.57 | NA | NA | … | … | 17.77 | 20.95 | 14.98 | 17.15 | 26.27 | 16.77 | 39.29 | 13.64 | 16.38 | 8.51 | 15.27 | 14.84 | 13.00 | 13.12 | 14.93 | 28.49 |
| Draw Down(%) | NA | 9.32 | 23.27 | 26.46 | 42.43 | NA | NA | … | … | 9.32 | 21.39 | 8.18 | 14.51 | 24.53 | 8.85 | 42.43 | 7.19 | 22.73 | 3.74 | 13.00 | 12.43 | 10.77 | 7.34 | 12.09 | 26.38 |
| Yield(%) | 0.00 | 1.58 | 1.14 | 1.15 | 1.97 | 2.83 | 2.18 | … | … | 0.25 | 1.58 | 1.27 | 1.74 | 1.36 | 1.36 | 1.48 | 1.87 | 1.40 | 1.50 | 1.73 | 1.52 | 1.62 | 1.67 | 1.91 | 1.15 |
Data as of 06/10/2026, Common starting date is 01/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHM (Schwab U.S. Mid-Cap ETF) |
-2.33%
Mar 2017 – Mar 2020 |
1.05%
Mar 2015 – Mar 2020 |
7.54%
Oct 2013 – Oct 2023 |
10.24%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHM (Schwab U.S. Mid-Cap ETF) |
24.05%
Sep 2011 – Sep 2014 |
17.18%
Sep 2011 – Sep 2016 |
15.39%
Sep 2011 – Sep 2021 |
11.05%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart