Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Commission Free ETFs Tactical Asset Allocation Moderate | 8.93% | 13.20% | 22.65% | 11.71% | 8.22% | 6.66% | NA | … | … |
Data as of 03/31/2026, Common starting date is 12/31/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Commission Free ETFs Tactical Asset Allocation Moderate | 12/31/2009 | 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 13.20 | 22.65 | 11.71 | 8.22 | 6.66 | NA | … | … | 8.93 | 9.85 | 49.44 | 3.23 | -16.66 | 18.55 | 13.29 | 4.79 | -6.20 | 7.08 | 5.87 | -2.55 | 2.33 | 10.55 | 8.09 | -1.54 | -1.92 | 0.00 |
| Sharpe Ratio | NA | 1.99 | 1.05 | 0.42 | 0.48 | NA | NA | … | … | 1.27 | 1.02 | 1.42 | -0.05 | -0.86 | 2.08 | 1.58 | 0.72 | -0.87 | 1.10 | 0.74 | -0.39 | 0.34 | 1.33 | 1.40 | -0.15 | -0.16 | NA |
| Standard Deviation(%) | NA | 6.73 | 19.72 | 18.33 | 14.00 | NA | NA | … | … | 7.93 | 6.82 | 32.34 | 8.40 | 21.03 | 8.92 | 8.25 | 4.62 | 8.70 | 5.84 | 7.65 | 6.63 | 6.77 | 7.92 | 5.75 | 10.71 | 12.46 | NA |
| Draw Down(%) | NA | 3.34 | 6.27 | 27.51 | 27.51 | NA | NA | … | … | 3.34 | 6.27 | 3.08 | 5.70 | 27.51 | 4.29 | 6.26 | 2.05 | 13.77 | 2.45 | 6.90 | 7.94 | 6.67 | 9.28 | 4.71 | 10.20 | 11.59 | 0.00 |
| Yield(%) | NA | 1.79 | 2.29 | 2.03 | 1.91 | NA | NA | … | … | NA | NA | 0.30 | 1.77 | 2.61 | 2.38 | 1.42 | 2.07 | 1.14 | 1.72 | 2.50 | 1.61 | 2.14 | 1.61 | 2.82 | 1.28 | 0.77 | 0.00 |
Data as of 03/31/2026, Common starting date is 12/31/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Commission Free ETFs Tactical Asset Allocation Moderate |
-2.22%
Jul 2021 – Jul 2024 |
0.54%
May 2014 – May 2019 |
2.11%
Apr 2010 – Apr 2020 |
5.51%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Commission Free ETFs Tactical Asset Allocation Moderate |
24.96%
May 2023 – May 2026 |
13.37%
Oct 2020 – Oct 2025 |
8.58%
Apr 2016 – Apr 2026 |
6.76%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart