Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| test_Schwab OneSource Select List Funds Strategic Asset Allocation – Optimal Moderate | NA | 6.40% | -23.79% | -13.99% | -3.60% | -0.57% | 2.33% | … | … |
Data as of 08/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| test_Schwab OneSource Select List Funds Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 11/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.77 | 6.40 | -23.79 | -13.99 | -3.60 | -0.57 | 2.33 | … | … | 5.94 | -62.95 | 3.69 | 11.52 | 14.23 | -6.58 | 15.26 | 3.26 | 8.79 | 1.97 | 10.71 | 11.45 | -3.02 | 15.54 | 29.11 | -26.37 | 11.35 | 13.02 | 12.04 | 17.89 | 23.93 | 0.19 | 5.07 |
| Sharpe Ratio | NA | 0.58 | -0.03 | -0.02 | -0.01 | NA | NA | … | … | 0.28 | -0.04 | 0.39 | 0.60 | 2.25 | -0.96 | 3.36 | 0.42 | 0.94 | 0.39 | 1.81 | 1.72 | -0.25 | 1.49 | 1.65 | -1.27 | 0.92 | 1.26 | 1.74 | 2.42 | 3.74 | -0.12 | 0.40 |
| Standard Deviation(%) | NA | 8.59 | 1,011.88 | 783.74 | 553.99 | NA | NA | … | … | 7.81 | 1,757.24 | 9.44 | 18.76 | 5.70 | 8.24 | 4.35 | 7.29 | 9.36 | 5.07 | 5.89 | 6.61 | 12.34 | 10.37 | 17.61 | 21.52 | 9.10 | 7.72 | 5.66 | 7.00 | 6.22 | 7.35 | 6.95 |
| Draw Down(%) | NA | 6.15 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 6.15 | 100.00 | 7.98 | 24.92 | 2.50 | 12.92 | 1.69 | 7.56 | 6.88 | 4.87 | 7.03 | 5.84 | 14.58 | 7.80 | 16.72 | 37.71 | 6.97 | 9.69 | 4.70 | 8.10 | 6.88 | 13.47 | 9.21 |
| Yield(%) | NA | 5.74 | 4.79 | 4.89 | 4.58 | NA | NA | … | … | 3.16 | 2.47 | 4.32 | 3.70 | 3.88 | 7.25 | 5.32 | 3.42 | 4.39 | 5.69 | 3.00 | 3.99 | 2.99 | 2.31 | 1.96 | 5.26 | 6.59 | 9.07 | 4.74 | 3.80 | 3.07 | 2.65 | 4.85 |
Data as of 08/31/2023, 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 |
|---|---|---|---|---|
| test_Schwab OneSource Select List Funds Strategic Asset Allocation – Optimal Moderate |
-25.74%
Sep 2019 – Sep 2022 |
-14.89%
Sep 2017 – Sep 2022 |
-4.49%
Oct 2013 – Oct 2023 |
-2.03%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_Schwab OneSource Select List Funds Strategic Asset Allocation – Optimal Moderate |
5,521.41%
Mar 2019 – Mar 2022 |
1,050.77%
Mar 2017 – Mar 2022 |
250.45%
Mar 2012 – Mar 2022 |
133.72%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison Chart