Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Selected No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | NA | 2.73% | 2.95% | 2.16% | 1.70% | 2.67% | NA | … | … |
Data as of 10/30/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Selected No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/28/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 2.73 | 2.95 | 2.16 | 1.70 | 2.67 | NA | … | … | 0.17 | 3.53 | 5.32 | 0.50 | 1.40 | 1.13 | -0.01 | 1.92 | -2.06 | 2.66 | 5.16 | 3.08 | 1.26 | 9.16 | 5.32 | 2.41 | 2.27 | 1.77 | -0.10 | 3.71 | 5.73 |
| Sharpe Ratio | NA | 0.99 | 1.02 | 0.80 | 0.83 | NA | NA | … | … | 0.12 | 1.10 | 1.84 | -0.70 | 0.59 | 0.56 | -0.03 | 1.47 | -1.38 | 1.33 | 1.95 | 1.30 | 0.37 | 1.30 | 1.20 | -0.70 | 0.10 | 0.51 | -0.24 | 0.53 | 0.59 |
| Standard Deviation(%) | NA | 2.99 | 2.22 | 1.96 | 1.88 | NA | NA | … | … | 1.37 | 2.98 | 2.13 | 1.15 | 1.30 | 1.66 | 1.24 | 1.30 | 1.51 | 1.96 | 2.64 | 2.30 | 3.15 | 6.35 | 1.94 | 1.22 | 1.05 | 1.63 | 3.26 | 4.93 | 5.84 |
| Draw Down(%) | NA | 3.92 | 3.92 | 3.92 | 3.92 | NA | NA | … | … | 0.39 | 3.92 | 0.92 | 0.90 | 0.79 | 1.85 | 0.97 | 1.02 | 2.57 | 0.95 | 1.35 | 2.18 | 1.77 | 3.53 | 1.05 | 0.58 | 0.71 | 1.61 | 4.20 | 3.40 | 4.88 |
| Yield(%) | NA | 0.98 | 1.57 | 1.41 | 1.22 | NA | NA | … | … | 0.00 | 1.03 | 2.18 | 1.54 | 1.28 | 1.00 | 0.80 | 1.13 | 0.49 | 0.94 | 1.85 | 1.62 | 1.64 | 5.24 | 3.66 | 3.73 | 2.77 | 2.14 | 0.78 | 2.09 | 4.79 |
Data as of 10/30/2020, 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 Selected No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
-0.17%
Nov 2012 – Nov 2015 |
0.32%
Nov 2012 – Nov 2017 |
1.49%
Dec 2008 – Dec 2018 |
2.14%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Selected No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
6.04%
Mar 2006 – Mar 2009 |
4.92%
Jan 2007 – Jan 2012 |
3.56%
Apr 2002 – Apr 2012 |
2.82%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart