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 Emerging Market Bond Funds Plan Tactical Asset Allocation Moderate | NA | 10.43% | 3.13% | 1.91% | 1.05% | 0.85% | 1.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab No Load NTF Emerging Market Bond Funds 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 (%) | 0.14 | 10.43 | 3.13 | 1.91 | 1.05 | 0.85 | 1.01 | … | … | 0.19 | 5.32 | 6.16 | -2.01 | -1.31 | 0.86 | 3.30 | 0.30 | 2.32 | -0.39 | -2.57 | -2.16 | -1.44 | 2.41 | -0.15 | 2.02 | 5.97 | -6.78 | 1.71 | 2.81 | 4.00 | 0.95 | 0.69 | 3.41 | 1.09 |
| Sharpe Ratio | NA | -0.54 | -0.37 | -0.41 | -0.26 | NA | NA | … | … | 0.19 | -0.76 | 0.66 | -2.44 | -1.85 | 0.74 | 2.62 | -1.66 | 2.00 | -0.32 | -1.55 | -1.74 | -1.18 | 1.97 | -0.27 | 0.78 | 5.33 | -2.20 | -0.92 | -0.28 | 1.35 | 0.31 | 0.00 | 2.50 | -0.75 |
| Standard Deviation(%) | NA | 1.65 | 2.10 | 1.71 | 1.49 | NA | NA | … | … | 0.68 | 1.67 | 2.91 | 1.39 | 0.72 | 0.85 | 0.72 | 0.61 | 0.85 | 1.86 | 1.68 | 1.25 | 1.25 | 1.19 | 0.68 | 2.47 | 1.10 | 3.50 | 1.39 | 1.65 | 1.35 | 0.02 | 0.00 | 0.92 | 1.62 |
| Draw Down(%) | NA | 1.11 | 3.41 | 4.86 | 5.68 | NA | NA | … | … | 0.02 | 1.11 | 3.41 | 3.47 | 1.74 | 0.60 | 0.29 | 0.65 | 0.59 | 1.95 | 4.03 | 3.22 | 3.16 | 1.75 | 0.91 | 3.31 | 0.43 | 10.39 | 2.31 | 2.34 | 1.24 | 0.00 | 0.00 | 0.42 | 2.23 |
| Yield(%) | NA | 4.32 | 2.94 | 1.90 | 1.75 | NA | NA | … | … | NA | 2.49 | 4.29 | 1.45 | 0.52 | 0.23 | 1.97 | 1.67 | 1.34 | 1.01 | 1.61 | 1.13 | 1.92 | 0.99 | 0.62 | 1.26 | 0.92 | 1.44 | 3.47 | 3.51 | 3.12 | 0.95 | 0.69 | 1.66 | 2.80 |
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 No Load NTF Emerging Market Bond Funds Plan Tactical Asset Allocation Moderate |
-2.34%
Apr 2013 – Apr 2016 |
-1.02%
Nov 2011 – Nov 2016 |
-0.43%
Apr 2012 – Apr 2022 |
-0.16%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab No Load NTF Emerging Market Bond Funds Plan Tactical Asset Allocation Moderate |
5.51%
Oct 2022 – Oct 2025 |
2.48%
Oct 2020 – Oct 2025 |
1.84%
Oct 2015 – Oct 2025 |
1.06%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart