Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab OneSource Annuity Strategic Asset Allocation – Optimal Moderate | NA | 2.00% | 2.72% | 8.97% | 5.03% | 6.31% | 6.31% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab OneSource Annuity Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 2.00 | 2.72 | 8.97 | 5.03 | 6.31 | 6.31 | … | … | 6.28 | 6.89 | 10.01 | -10.74 | 5.72 | 19.49 | 17.65 | -8.06 | 6.30 | 5.04 | 3.03 | 6.56 | 11.04 | 12.59 | 2.70 | 14.78 | 30.17 | -27.06 | 9.61 | 13.08 | 10.46 | 14.87 | 26.78 | -2.00 | 6.09 |
| Sharpe Ratio | NA | 0.33 | 0.23 | 0.51 | 0.10 | NA | NA | … | … | 0.37 | 0.42 | 0.76 | -0.88 | 0.61 | 1.15 | 0.13 | -0.94 | 1.01 | 0.62 | 0.32 | 1.07 | 1.62 | 1.97 | 0.23 | 1.31 | 1.61 | -1.23 | 0.66 | 1.29 | 1.30 | 1.96 | 3.58 | -0.36 | 0.43 |
| Standard Deviation(%) | NA | 10.52 | 10.54 | 10.49 | 40.02 | NA | NA | … | … | 13.50 | 7.73 | 8.37 | 13.82 | 9.35 | 16.74 | 122.60 | 10.05 | 5.61 | 7.77 | 9.22 | 6.14 | 6.79 | 6.35 | 11.75 | 11.24 | 18.63 | 22.81 | 9.73 | 7.47 | 6.28 | 7.08 | 7.28 | 8.69 | 8.62 |
| Draw Down(%) | NA | 11.22 | 15.37 | 20.71 | 64.18 | NA | NA | … | … | 10.00 | 5.42 | 8.02 | 19.73 | 7.00 | 22.42 | 58.32 | 13.76 | 3.84 | 6.00 | 6.50 | 4.28 | 7.15 | 5.17 | 10.62 | 7.61 | 18.48 | 38.22 | 6.65 | 8.41 | 3.91 | 7.08 | 6.39 | 13.24 | 11.36 |
| Yield(%) | NA | 5.17 | 5.63 | 4.72 | 3.93 | NA | NA | … | … | NA | 0.53 | 5.32 | 6.57 | 4.13 | 3.91 | 3.31 | 3.70 | 0.21 | 2.10 | 4.74 | 4.90 | 3.77 | 4.61 | 7.28 | 3.89 | 2.35 | 5.77 | 5.29 | 7.87 | 5.61 | 6.54 | 4.35 | 4.17 | 4.58 |
Data as of 03/31/2025, 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 Annuity Strategic Asset Allocation – Optimal Moderate |
-8.52%
Feb 2006 – Feb 2009 |
-0.64%
Feb 2004 – Feb 2009 |
4.19%
Oct 2013 – Oct 2023 |
4.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab OneSource Annuity Strategic Asset Allocation – Optimal Moderate |
22.66%
Feb 2009 – Feb 2012 |
17.43%
Feb 2009 – Feb 2014 |
10.41%
Feb 2009 – Feb 2019 |
9.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart