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SWCGX: SCHWAB MARKETTRACK CONSERVATIVE PORTFOLIO INVESTOR SHARES (MUTUAL FUND)
Basic Info 16.4 0(0.0%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 12/26/1995 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 7.69% |
| Expenses | 0.50% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| 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(%) | 0.0 | 4.7 | 14.7 | 10.4 | 3.4 | 5.2 | 5.2 | 4.8 | 5.4 | 13.4 | 6.6 | 11.3 | -15.6 | 4.2 | 7.6 | 14.9 | -3.7 | 9.3 | 6.5 | -0.8 | 5.4 | 9.8 | 7.9 | 3.3 | 9.5 | 14.1 | -18.4 | 4.9 | 9.5 | 4.0 | 7.8 | 15.1 | -4.0 | -0.4 | 2.7 | 8.7 | 11.6 | 14.7 | 8.1 | 0.4 |
| Sharpe Ratio | NA | 1.32 | 2.11 | 1.09 | 0.12 | 0.47 | NA | NA | 0.5 | 1.45 | 0.48 | 1.07 | -1.55 | 0.67 | 0.55 | 3.1 | -0.87 | 3.0 | 1.14 | -0.15 | 1.21 | 1.9 | 1.57 | 0.35 | 1.23 | 1.21 | -1.23 | 0.28 | 1.21 | 0.37 | 1.33 | 2.47 | -0.66 | -0.37 | -0.2 | 0.85 | 1.25 | 1.8 | 0.74 | 19.17 |
| Draw Down(%) | NA | 4.6 | 4.6 | 7.3 | 21.6 | 21.6 | NA | NA | 30.2 | 6.3 | 3.4 | 7.3 | 18.5 | 3.8 | 15.9 | 1.8 | 7.9 | 1.2 | 3.5 | 6.0 | 3.1 | 4.4 | 3.8 | 7.1 | 5.3 | 13.8 | 26.4 | 4.0 | 3.8 | 2.9 | 4.9 | 4.8 | 10.3 | 9.4 | 5.2 | 4.4 | 8.0 | 4.4 | 3.2 | 0.0 |
| Standard Deviation(%) | NA | 6.8 | 5.9 | 6.9 | 7.8 | 7.6 | NA | NA | 7.5 | 7.3 | 6.2 | 7.3 | 11.0 | 6.3 | 13.3 | 4.3 | 5.9 | 2.9 | 5.5 | 5.6 | 4.4 | 5.1 | 5.0 | 9.4 | 7.7 | 11.6 | 15.6 | 6.2 | 5.1 | 4.6 | 5.1 | 5.8 | 7.8 | 7.7 | 7.6 | 6.3 | 6.5 | 6.1 | 6.0 | 1.7 |
| Treynor Ratio | NA | 0.08 | 0.13 | 0.08 | 0.01 | 0.04 | NA | NA | 0.05 | 0.11 | 0.03 | 0.1 | -0.16 | 0.05 | 0.08 | 0.13 | -0.05 | 0.1 | 0.06 | -0.01 | 0.05 | 0.1 | 0.07 | 0.02 | 0.08 | 0.12 | -0.17 | 0.02 | 0.06 | 0.02 | 0.08 | 0.17 | -0.06 | -0.04 | -0.05 | 0.25 | 0.23 | 0.15 | 0.06 | 0.26 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.02 | -0.03 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.04 | -0.01 | -0.02 | -0.03 | 0.0 | -0.01 | 0.01 | 0.0 | 0.02 | -0.03 | -0.02 | -0.02 | 0.03 | 0.02 | 0.0 | 0.0 | -0.28 |
| Beta | NA | 1.06 | 0.96 | 0.88 | 0.95 | 0.93 | NA | NA | 0.82 | 0.98 | 0.96 | 0.77 | 1.05 | 0.92 | 0.88 | 1.02 | 1.04 | 0.88 | 1.09 | 0.97 | 1.06 | 1.02 | 1.18 | 1.48 | 1.23 | 1.17 | 1.12 | 1.01 | 1.05 | 0.79 | 0.9 | 0.85 | 0.92 | 0.69 | 0.3 | 0.21 | 0.35 | 0.71 | 0.75 | 1.23 |
| RSquared | NA | 0.78 | 0.68 | 0.72 | 0.75 | 0.74 | NA | NA | 0.63 | 0.8 | 0.78 | 0.66 | 0.87 | 0.46 | 0.74 | 0.71 | 0.8 | 0.65 | 0.79 | 0.83 | 0.77 | 0.86 | 0.69 | 0.83 | 0.79 | 0.85 | 0.92 | 0.84 | 0.79 | 0.71 | 0.72 | 0.7 | 0.74 | 0.34 | 0.13 | 0.19 | 0.29 | 0.74 | 0.88 | 0.78 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.4 | 9.8 | 6.9 | 1.6 | 1.6 | 1.7 | 3.7 | 4.5 | 3.6 | 2.6 | 7.3 | 1.6 | 1.6 | 1.8 | 2.4 | 2.1 | 2.8 | 3.7 | 4.3 | 5.0 | 2.8 | 2.4 | 3.0 | 2.8 | 4.4 | 4.9 | 3.2 | 4.3 | 5.4 | 3.5 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -16.6 | 47.2 | 263.1 | -0.4 | -0.1 | -48.1 | -23.8 | 31.0 | 44.8 | -67.7 | 364.3 | 8.6 | -3.7 | -24.9 | 22.1 | -16.2 | -40.0 | -14.7 | -9.7 | 84.0 | 21.4 | -12.9 | 2.6 | -39.9 | -11.7 | 63.1 | -22.5 | -12.1 | 62.5 | 859.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/1995
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See Conservative Allocation Asset Class Trend Rankings |
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