Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHW-PC (The Charles Schwab Corporation) | NA | 4.31% | 4.61% | 4.63% | NA | NA | NA | … | … |
Data as of 05/28/2021, Common starting date is 07/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHW-PC (The Charles Schwab Corporation) | 07/29/2015 | 05/28/2021 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.31 | 4.61 | 4.63 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 5.97 | 5.84 | 5.71 | 3.53 | 2.35 | 1.76 | … | … |
Data as of 05/28/2021, Common starting date is 07/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHW-PC (The Charles Schwab Corporation) |
3.35%
Aug 2017 – Aug 2020 |
4.64%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHW-PC (The Charles Schwab Corporation) |
7.46%
Aug 2015 – Aug 2018 |
6.32%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart