Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Commission Free ETFs With DBC Strategic Asset Allocation – Optimal Moderate | NA | 151.10% | 26.08% | 20.61% | 11.82% | 9.17% | 7.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Commission Free ETFs With DBC Strategic Asset Allocation – Optimal 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 (%) | -1.29 | 151.10 | 26.08 | 20.61 | 11.82 | 9.17 | 7.27 | … | … | 0.20 | 125.89 | 10.60 | -20.76 | 10.82 | 11.71 | 16.18 | -6.26 | 10.41 | 6.21 | -2.24 | 3.13 | 7.85 | 10.33 | -2.59 | 0.80 | 1.18 | -0.84 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.63 | 0.50 | 0.48 | 0.40 | NA | NA | … | … | 0.02 | 1.61 | 0.78 | -1.38 | 1.29 | 0.63 | 2.39 | -0.90 | 2.30 | 0.72 | -0.27 | 0.51 | 1.06 | 1.29 | -0.19 | 0.63 | 0.65 | -0.92 | 1.06 | 2.84 | 0.96 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 74.30 | 44.24 | 35.40 | 25.55 | NA | NA | … | … | 7.50 | 74.30 | 8.11 | 16.05 | 8.39 | 18.33 | 6.18 | 8.40 | 4.24 | 8.39 | 8.56 | 6.16 | 7.36 | 7.96 | 13.85 | 1.13 | 1.68 | 1.92 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.26 | 25.68 | 26.34 | 26.34 | NA | NA | … | … | 0.67 | 4.26 | 7.13 | 26.03 | 3.70 | 20.89 | 3.38 | 12.01 | 1.82 | 6.32 | 9.48 | 5.39 | 7.23 | 6.91 | 13.52 | 1.06 | 1.19 | 4.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.16 | 2.73 | 2.40 | 1.92 | NA | NA | … | … | NA | 0.66 | 3.07 | 2.24 | 2.32 | 1.58 | 1.98 | 1.70 | 0.21 | 1.78 | 1.99 | 1.60 | 1.53 | 1.90 | 1.22 | 0.08 | 0.09 | 0.97 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
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 Commission Free ETFs With DBC Strategic Asset Allocation – Optimal Moderate |
-2.69%
Sep 2008 – Sep 2011 |
-0.61%
Sep 2006 – Sep 2011 |
0.46%
Sep 2001 – Sep 2011 |
1.77%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Commission Free ETFs With DBC Strategic Asset Allocation – Optimal Moderate |
44.35%
Sep 2022 – Sep 2025 |
23.37%
Mar 2020 – Mar 2025 |
13.64%
Sep 2015 – Sep 2025 |
10.03%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart