Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab OneSource Select List Funds Tactical Asset Allocation Moderate | NA | -80.11% | -39.18% | -24.83% | -11.57% | -5.55% | -0.52% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab OneSource Select List Funds Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | -80.11 | -39.18 | -24.83 | -11.57 | -5.55 | -0.52 | … | … | -99.50 | 21.84 | 1.60 | 14.13 | -6.42 | 8.41 | 8.49 | -5.80 | 2.66 | 7.02 | 10.69 | -4.17 | 17.19 | 26.27 | -17.24 | 23.30 | 22.00 | 13.07 | 10.20 | 26.96 | 8.38 | 7.06 |
| Sharpe Ratio | NA | -0.01 | -0.02 | -0.02 | -0.02 | NA | NA | … | … | -0.01 | 2.26 | 0.12 | 2.30 | -0.89 | 1.54 | 1.29 | -0.84 | 0.37 | 0.86 | 1.83 | -0.36 | 1.34 | 2.66 | -1.71 | 1.67 | 1.99 | 1.59 | 1.02 | 5.87 | 1.46 | 1.06 |
| Standard Deviation(%) | NA | 7,288.94 | 4,205.53 | 3,261.04 | 2,306.37 | NA | NA | … | … | 12,936.29 | 9.66 | 11.03 | 5.52 | 8.71 | 5.07 | 6.43 | 6.94 | 7.24 | 8.09 | 5.80 | 11.68 | 12.78 | 9.86 | 10.61 | 12.20 | 9.42 | 6.84 | 9.09 | 4.47 | 4.98 | 4.49 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 4.24 | 19.42 | 3.14 | 14.12 | 2.68 | 6.29 | 12.29 | 4.97 | 8.91 | 5.65 | 14.29 | 9.45 | 4.82 | 24.80 | 10.32 | 11.72 | 5.81 | 12.25 | 2.10 | 5.70 | 4.03 |
| Yield(%) | NA | 5.76 | 5.83 | 4.34 | 4.11 | NA | NA | … | … | 0.15 | 6.57 | 4.72 | 6.97 | 3.70 | 0.62 | 3.09 | 3.82 | 5.61 | 2.33 | 5.24 | 6.96 | 4.03 | 4.64 | 4.26 | 6.65 | 6.77 | 6.24 | 4.32 | 3.67 | 4.62 | 7.71 |
Data as of 01/31/2022, 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 |
|---|---|---|---|---|
| Schwab OneSource Select List Funds Tactical Asset Allocation Moderate |
-64.92%
Mar 2019 – Mar 2022 |
-45.67%
Mar 2017 – Mar 2022 |
-24.90%
Mar 2012 – Mar 2022 |
-15.20%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab OneSource Select List Funds Tactical Asset Allocation Moderate |
22.38%
Oct 2004 – Oct 2007 |
20.31%
Oct 2002 – Oct 2007 |
13.63%
Apr 2001 – Apr 2011 |
9.51%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart