Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab OneSource Select List Funds Tactical Asset Allocation Most Aggressive | NA | 66,042,535.57% | 9,256.70% | 1,458.35% | 302.42% | 159.13% | 113.65% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab OneSource Select List Funds Tactical Asset Allocation Most Aggressive | 12/31/2000 | 04/28/2022 |
| 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 (%) | -1.30 | 66,042,535.57 | 9,256.70 | 1,458.35 | 302.42 | 159.13 | 113.65 | … | … | 49,668,216.25 | 30.46 | 7.80 | 15.74 | -6.22 | 13.00 | 6.12 | -9.90 | -1.07 | 21.63 | 9.23 | -2.74 | 16.77 | 32.15 | -24.76 | 27.25 | 25.70 | 20.04 | 9.04 | 29.93 | 11.08 | 5.60 |
| Sharpe Ratio | NA | 22,975.20 | 6.29 | 1.31 | 0.38 | NA | NA | … | … | 11,448.86 | 2.02 | 0.58 | 1.93 | -0.64 | 1.63 | 0.66 | -0.93 | -0.10 | 2.01 | 1.26 | -0.21 | 0.82 | 2.51 | -1.84 | 1.33 | 1.50 | 2.05 | 0.59 | 4.87 | 1.88 | 0.75 |
| Standard Deviation(%) | NA | 2,447.29 | 1,412.58 | 1,095.44 | 774.83 | NA | NA | … | … | 4,338.27 | 15.03 | 13.13 | 7.44 | 11.79 | 7.57 | 8.96 | 10.72 | 11.13 | 10.75 | 7.27 | 13.23 | 20.28 | 12.76 | 13.98 | 18.27 | 14.95 | 8.73 | 13.65 | 6.00 | 5.31 | 4.37 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 6.70 | 15.05 | 4.54 | 17.12 | 4.05 | 9.72 | 19.21 | 9.90 | 9.49 | 6.93 | 15.12 | 14.73 | 6.76 | 30.36 | 14.81 | 20.41 | 7.41 | 17.17 | 2.69 | 6.18 | 3.85 |
| Yield(%) | NA | 4,587,161.39 | 1,529,057.44 | 917,435.41 | 458,719.89 | NA | NA | … | … | 4,070,524.08 | 7.91 | 5.46 | 6.16 | 4.46 | 0.25 | 2.93 | 4.89 | 7.05 | 3.12 | 4.54 | 8.95 | 2.75 | 6.38 | 3.71 | 6.22 | 6.69 | 8.93 | 2.56 | 3.17 | 4.32 | 7.11 |
Data as of 01/31/2022, 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 OneSource Select List Funds Tactical Asset Allocation Most Aggressive |
-1.84%
Dec 2013 – Dec 2016 |
0.05%
Dec 2013 – Dec 2018 |
3.52%
Oct 2010 – Oct 2020 |
6.95%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab OneSource Select List Funds Tactical Asset Allocation Most Aggressive |
9,256.70%
Jan 2019 – Jan 2022 |
1,458.35%
Jan 2017 – Jan 2022 |
302.42%
Jan 2012 – Jan 2022 |
159.13%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison Chart