Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Conservative Fund Plan Tactical Asset Allocation Moderate | NA | 15.13% | 1.89% | 3.59% | 3.36% | 4.87% | 5.60% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Conservative Fund Plan Tactical Asset Allocation Moderate | 12/31/2000 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 15.13 | 1.89 | 3.59 | 3.36 | 4.87 | 5.60 | … | … | 0.44 | 6.18 | 4.33 | -6.55 | 6.00 | 5.64 | 11.73 | -4.69 | 6.22 | 3.84 | -0.47 | 4.06 | 7.92 | 8.69 | 5.48 | 12.24 | 16.82 | 2.12 | 7.10 | 8.74 | 3.05 | 9.37 | 29.33 | 12.06 | 8.37 |
| Sharpe Ratio | NA | 0.17 | -0.42 | 0.09 | 0.31 | NA | NA | … | … | 0.12 | -0.07 | 0.02 | -1.71 | 1.32 | 0.63 | 4.13 | -1.85 | 2.14 | 0.97 | -0.14 | 1.10 | 1.82 | 2.69 | 0.96 | 2.45 | 3.12 | 0.20 | 0.85 | 1.13 | 0.23 | 1.36 | 5.85 | 2.46 | 1.12 |
| Standard Deviation(%) | NA | 5.92 | 5.30 | 6.00 | 4.80 | NA | NA | … | … | 3.20 | 5.97 | 5.25 | 4.63 | 4.51 | 8.63 | 2.50 | 3.24 | 2.62 | 3.75 | 3.60 | 3.66 | 4.34 | 3.22 | 5.69 | 4.95 | 5.37 | 5.87 | 4.80 | 4.86 | 3.75 | 6.20 | 4.89 | 4.46 | 5.40 |
| Draw Down(%) | NA | 4.26 | 8.06 | 14.90 | 14.90 | NA | NA | … | … | 0.24 | 4.26 | 5.39 | 9.21 | 2.35 | 14.90 | 1.07 | 6.93 | 1.35 | 3.30 | 3.67 | 3.58 | 4.65 | 2.81 | 4.40 | 4.33 | 3.47 | 5.04 | 3.17 | 5.11 | 2.71 | 7.02 | 5.17 | 2.44 | 4.11 |
| Yield(%) | NA | 4.33 | 4.40 | 4.01 | 3.79 | NA | NA | … | … | NA | 1.45 | 4.17 | 3.37 | 4.87 | 2.59 | 4.68 | 3.97 | 4.71 | 3.44 | 2.74 | 3.85 | 3.04 | 4.68 | 3.81 | 5.56 | 5.07 | 8.67 | 4.49 | 4.29 | 4.61 | 4.36 | 4.88 | 5.32 | 8.53 |
Data as of 10/31/2024, 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 Conservative Fund Plan Tactical Asset Allocation Moderate |
-0.24%
Apr 2021 – Apr 2024 |
0.96%
Mar 2015 – Mar 2020 |
2.39%
Oct 2013 – Oct 2023 |
4.58%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Conservative Fund Plan Tactical Asset Allocation Moderate |
16.83%
Mar 2001 – Mar 2004 |
12.76%
Apr 2001 – Apr 2006 |
11.17%
Apr 2001 – Apr 2011 |
8.89%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart