Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Income Choice Variable Annuity Tactical Asset Allocation Moderate | NA | -4.98% | 4.10% | 2.71% | 3.31% | 4.75% | 7.28% | … | … |
Data as of 11/30/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Charles Schwab Income Choice Variable Annuity Tactical Asset Allocation Moderate | 12/31/2000 | 02/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.09 | -4.98 | 4.10 | 2.71 | 3.31 | 4.75 | 7.28 | … | … | 6.30 | -9.30 | 7.53 | 13.41 | 7.17 | -5.45 | 10.07 | 5.71 | -6.41 | -1.77 | 12.20 | 9.59 | 1.60 | 4.71 | 30.05 | -2.56 | 10.37 | 19.09 | 11.13 | 9.99 | 24.53 | 8.18 | 5.01 |
| Sharpe Ratio | NA | -0.55 | 0.49 | 0.26 | 0.38 | NA | NA | … | … | 0.63 | -1.26 | 0.81 | 1.47 | 1.12 | -0.82 | 1.80 | 1.02 | -1.21 | -0.30 | 1.57 | 1.77 | 0.18 | 0.45 | 3.36 | -0.56 | 0.65 | 1.59 | 1.33 | 1.14 | 4.67 | 1.93 | 0.58 |
| Standard Deviation(%) | NA | 8.81 | 9.05 | 8.22 | 7.23 | NA | NA | … | … | 9.55 | 8.50 | 9.28 | 8.96 | 5.16 | 8.28 | 5.25 | 5.42 | 5.34 | 6.00 | 7.72 | 5.38 | 8.68 | 10.18 | 8.93 | 6.18 | 11.43 | 9.97 | 6.74 | 7.93 | 5.10 | 3.67 | 4.62 |
| Draw Down(%) | NA | 11.47 | 11.65 | 11.65 | 13.29 | NA | NA | … | … | 1.14 | 11.65 | 5.69 | 10.76 | 3.89 | 11.41 | 1.97 | 4.79 | 9.96 | 7.25 | 6.33 | 5.31 | 8.27 | 8.98 | 4.19 | 7.06 | 8.94 | 13.64 | 4.88 | 11.25 | 1.95 | 2.69 | 4.20 |
| Yield(%) | NA | 4.15 | 5.31 | 4.84 | 4.14 | NA | NA | … | … | 0.07 | 4.06 | 4.93 | 7.09 | 3.83 | 4.68 | 0.34 | 4.01 | 5.27 | 3.62 | 4.14 | 5.67 | 5.46 | 4.53 | 6.71 | 3.63 | 6.01 | 6.02 | 3.31 | 2.55 | 3.95 | 6.45 | 7.35 |
Data as of 11/30/2022, 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 |
|---|---|---|---|---|
| Charles Schwab Income Choice Variable Annuity Tactical Asset Allocation Moderate |
-1.12%
Feb 2014 – Feb 2017 |
0.23%
Dec 2013 – Dec 2018 |
3.01%
Dec 2012 – Dec 2022 |
4.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Charles Schwab Income Choice Variable Annuity Tactical Asset Allocation Moderate |
17.03%
Apr 2003 – Apr 2006 |
16.05%
Oct 2002 – Oct 2007 |
12.14%
Apr 2001 – Apr 2011 |
9.06%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart