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 Strategic Asset Allocation – Optimal Moderate | NA | 4.02% | 1.20% | 3.63% | 3.84% | 5.61% | 5.35% | … | … |
Data as of 02/28/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Charles Schwab Income Choice Variable Annuity Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/02/2025 |
| 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 (%) | -0.65 | 4.02 | 1.20 | 3.63 | 3.84 | 5.61 | 5.35 | … | … | -134,085.86 | 2.79 | 9.52 | -14.37 | 1.34 | 15.85 | 19.39 | -7.43 | 8.23 | 5.95 | 0.99 | 4.38 | 11.17 | 13.62 | 1.08 | 14.25 | 26.67 | -26.15 | 7.29 | 14.02 | 11.22 | 15.29 | 24.39 | -2.02 | 3.07 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.09 | 0.75 | -1.24 | 0.14 | 0.87 | 2.71 | -0.92 | 1.62 | 0.73 | 0.14 | 0.72 | 1.63 | 1.92 | 0.08 | 1.34 | 1.59 | -1.26 | 0.42 | 1.31 | 1.45 | 1.96 | 3.45 | -0.38 | 0.08 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.47 | 7.84 | 12.72 | 9.61 | 17.89 | 6.62 | 9.53 | 4.66 | 7.81 | 6.70 | 6.04 | 6.84 | 7.08 | 12.85 | 10.55 | 16.69 | 21.50 | 9.88 | 8.07 | 6.18 | 7.30 | 6.87 | 8.34 | 7.95 |
| Draw Down(%) | NA | 125,200.32 | 125,200.32 | 125,200.32 | 125,200.32 | NA | NA | … | … | 128,340.47 | 6.85 | 7.90 | 21.42 | 7.05 | 23.45 | 3.18 | 13.41 | 3.12 | 3.90 | 6.10 | 5.14 | 7.35 | 6.41 | 11.86 | 8.05 | 16.39 | 37.08 | 6.78 | 9.21 | 4.36 | 8.36 | 6.90 | 14.31 | 11.02 |
| Yield(%) | NA | 5.36 | 4.99 | 4.60 | 3.92 | NA | NA | … | … | NA | 0.14 | 5.49 | 5.46 | 3.36 | 3.66 | 4.71 | 4.21 | 0.13 | 2.39 | 4.98 | 4.60 | 3.48 | 4.25 | 5.75 | 4.17 | 3.73 | 4.49 | 4.22 | 6.13 | 3.32 | 2.59 | 3.35 | 2.26 | 3.80 |
Data as of 02/28/2025, 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 |
|---|---|---|---|---|
| Charles Schwab Income Choice Variable Annuity Strategic Asset Allocation – Optimal Moderate |
-8.10%
Feb 2006 – Feb 2009 |
-0.07%
Feb 2004 – Feb 2009 |
3.10%
Oct 2013 – Oct 2023 |
3.45%
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 Strategic Asset Allocation – Optimal Moderate |
20.61%
Feb 2009 – Feb 2012 |
15.87%
Oct 2002 – Oct 2007 |
9.95%
Mar 2003 – Mar 2013 |
8.43%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart