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 Strategic Asset Allocation – Optimal Moderate | NA | 110.06% | 25.10% | 18.60% | 10.81% | NA | NA | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Commission Free ETFs Strategic Asset Allocation – Optimal Moderate | 12/31/2009 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 110.06 | 25.10 | 18.60 | 10.81 | NA | NA | … | … | 0.21 | 89.13 | 11.68 | -9.09 | 9.42 | 8.82 | 16.14 | -7.26 | 11.46 | 5.49 | -3.98 | 4.42 | 7.91 | 11.11 | 0.35 | 9.30 | 0.00 |
| Sharpe Ratio | NA | 1.52 | 0.63 | 0.57 | 0.46 | NA | NA | … | … | 0.02 | 1.50 | 0.89 | -0.90 | 1.12 | 0.44 | 2.76 | -0.99 | 2.39 | 0.68 | -0.50 | 0.77 | 1.07 | 1.42 | 0.02 | 0.69 | NA |
| Standard Deviation(%) | NA | 54.89 | 32.82 | 27.09 | 19.78 | NA | NA | … | … | 6.64 | 54.90 | 8.32 | 11.62 | 8.39 | 19.31 | 5.33 | 8.66 | 4.54 | 7.72 | 8.05 | 5.71 | 7.36 | 7.77 | 16.80 | 13.38 | NA |
| Draw Down(%) | NA | 5.31 | 16.27 | 23.98 | 23.98 | NA | NA | … | … | 0.46 | 5.31 | 7.32 | 16.35 | 3.76 | 23.98 | 2.67 | 13.14 | 2.17 | 4.95 | 9.61 | 4.92 | 7.61 | 5.80 | 16.90 | 10.40 | 0.00 |
| Yield(%) | NA | 5.24 | 4.02 | 3.25 | 2.80 | NA | NA | … | … | NA | 1.24 | 5.12 | 3.40 | 2.34 | 1.72 | 2.48 | 2.40 | 2.69 | 2.63 | 2.21 | 2.34 | 2.76 | 2.62 | 2.67 | 3.26 | 0.00 |
Data as of 10/31/2024, 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 Strategic Asset Allocation – Optimal Moderate |
0.45%
Mar 2017 – Mar 2020 |
0.75%
Mar 2015 – Mar 2020 |
3.35%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Commission Free ETFs Strategic Asset Allocation – Optimal Moderate |
26.62%
Nov 2021 – Nov 2024 |
18.99%
Nov 2019 – Nov 2024 |
10.95%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart