Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | NA | 0.01% | 1.20% | 1.71% | 1.68% | NA | NA | … | … |
Data as of 08/31/2015, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/13/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.01 | 1.20 | 1.71 | 1.68 | NA | NA | … | … | 43.50 | 0.02 | 3.61 | 0.41 | 4.57 | 0.09 | 2.44 | -4.01 | 4.25 | 4.91 | 3.29 | 0.95 | 0.78 | -1.15 | 5.80 |
| Sharpe Ratio | NA | 1.17 | 0.66 | 0.56 | 0.39 | NA | NA | … | … | 1.10 | 0.18 | 2.98 | 1.91 | 2.49 | 0.56 | 1.71 | -1.77 | 0.60 | 1.22 | 0.64 | 0.31 | 0.57 | -0.81 | 1.10 |
| Standard Deviation(%) | NA | 37.10 | 21.43 | 16.62 | 11.82 | NA | NA | … | … | 39.71 | 0.00 | 1.20 | 0.19 | 1.82 | 0.00 | 1.37 | 2.79 | 2.09 | 1.35 | 1.75 | 0.02 | 0.16 | 2.77 | 3.16 |
| Draw Down(%) | NA | 2.12 | 2.12 | 2.12 | 6.91 | NA | NA | … | … | 2.12 | 0.00 | 0.67 | 0.00 | 1.27 | 0.00 | 1.84 | 4.83 | 3.34 | 1.30 | 3.02 | 0.00 | 0.19 | 5.10 | 1.82 |
| Yield(%) | NA | 1.09 | 0.87 | 0.83 | 1.98 | NA | NA | … | … | 1.09 | 0.02 | 1.51 | 0.05 | 1.49 | 0.09 | 1.50 | 4.20 | 5.18 | 4.36 | 3.71 | 0.95 | 0.68 | 5.48 | 7.28 |
Data as of 08/31/2015, 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 No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
-1.04%
Oct 2007 – Oct 2010 |
0.35%
Oct 2007 – Oct 2012 |
1.17%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
14.51%
Oct 2012 – Oct 2015 |
9.53%
Oct 2010 – Oct 2015 |
5.48%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart