Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| test_ Schwab Income Mutual Fund Select List Strategic Asset Allocation – Optimal Moderate | NA | 21.47% | 9.53% | 6.92% | 7.00% | 6.25% | 7.60% | … | … |
Data as of 10/29/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| test_ Schwab Income Mutual Fund Select List Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 21.47 | 9.53 | 6.92 | 7.00 | 6.25 | 7.60 | … | … | -0.94 | 11.66 | 5.30 | 14.89 | -6.33 | 11.90 | 6.69 | -1.96 | 5.81 | 11.94 | 13.25 | 3.11 | 12.48 | 28.18 | -23.60 | 7.94 | 14.40 | 8.77 | 13.19 | 21.96 | 0.23 | 1.93 |
| Sharpe Ratio | NA | 1.28 | 0.77 | 0.59 | 0.75 | NA | NA | … | … | -0.18 | 1.52 | 0.27 | 2.39 | -0.99 | 2.58 | 0.84 | -0.26 | 1.06 | 1.85 | 2.11 | 0.25 | 1.24 | 1.54 | -1.10 | 0.53 | 1.74 | 1.26 | 1.99 | 3.49 | -0.10 | -0.05 |
| Standard Deviation(%) | NA | 7.67 | 12.26 | 10.32 | 8.73 | NA | NA | … | … | 5.19 | 7.67 | 19.04 | 5.64 | 7.71 | 4.37 | 7.69 | 7.76 | 5.46 | 6.44 | 6.27 | 12.25 | 9.96 | 18.28 | 22.40 | 9.35 | 6.40 | 5.26 | 6.15 | 6.10 | 8.81 | 7.26 |
| Draw Down(%) | NA | 3.34 | 25.36 | 25.36 | 25.36 | NA | NA | … | … | 0.99 | 3.34 | 25.36 | 2.71 | 12.13 | 1.89 | 5.08 | 8.56 | 5.02 | 7.04 | 5.04 | 10.32 | 7.36 | 16.56 | 34.38 | 5.97 | 6.45 | 4.11 | 6.85 | 6.82 | 13.82 | 10.41 |
| Yield(%) | NA | 4.87 | 3.58 | 3.04 | 3.87 | NA | NA | … | … | 0.00 | 4.92 | 3.16 | 2.74 | 4.06 | 0.43 | 3.68 | 4.90 | 4.67 | 5.44 | 4.77 | 2.91 | 2.24 | 1.84 | 5.96 | 9.18 | 10.51 | 6.31 | 5.23 | 2.82 | 2.23 | 3.88 |
Data as of 10/29/2021, 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 Income Mutual Fund Select List Strategic Asset Allocation – Optimal Moderate |
-6.85%
Feb 2006 – Feb 2009 |
-0.15%
Feb 2004 – Feb 2009 |
4.73%
Mar 2010 – Mar 2020 |
5.21%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_ Schwab Income Mutual Fund Select List Strategic Asset Allocation – Optimal Moderate |
20.72%
Feb 2009 – Feb 2012 |
16.43%
Feb 2009 – Feb 2014 |
10.06%
Feb 2009 – Feb 2019 |
8.64%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart