Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Five Core Asset ETFs Tactical Asset Allocation Moderate | NA | 62.62% | 0.51% | 5.34% | 5.33% | 6.16% | 5.09% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Five Core Asset ETFs 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 (%) | -1.09 | 62.62 | 0.51 | 5.34 | 5.33 | 6.16 | 5.09 | … | … | 0.49 | 52.22 | 8.65 | -39.60 | 15.49 | 10.49 | 17.02 | -4.70 | 11.60 | 5.21 | -0.84 | 7.29 | 11.75 | 12.07 | 2.86 | 8.45 | -0.37 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.39 | -0.11 | 0.10 | 0.18 | NA | NA | … | … | 0.05 | 1.33 | 0.53 | -1.09 | 1.70 | 0.51 | 2.50 | -0.64 | 2.18 | 0.61 | -0.10 | 1.06 | 1.67 | 1.63 | 0.19 | 0.70 | -0.19 | 0.15 | 1.01 | 2.79 | 0.96 | 0.31 | 0.00 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 34.23 | 29.75 | 25.07 | 18.55 | NA | NA | … | … | 8.58 | 34.23 | 8.24 | 37.44 | 9.11 | 20.18 | 6.25 | 9.44 | 5.03 | 8.23 | 8.98 | 6.85 | 7.02 | 7.39 | 14.99 | 11.92 | 2.47 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.94 | 41.76 | 42.69 | 42.69 | NA | NA | … | … | 0.68 | 4.94 | 6.88 | 42.67 | 5.17 | 22.55 | 3.21 | 11.07 | 1.82 | 5.82 | 9.38 | 6.19 | 7.07 | 5.28 | 12.20 | 9.14 | 2.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.56 | 2.43 | 2.30 | 2.18 | NA | NA | … | … | NA | 1.27 | 3.82 | 1.24 | 1.16 | 2.36 | 2.72 | 1.89 | 2.66 | 1.77 | 2.00 | 2.07 | 1.85 | 3.00 | 1.52 | 0.58 | 0.19 | 0.93 | 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 Five Core Asset ETFs Tactical Asset Allocation Moderate |
-10.52%
Apr 2021 – Apr 2024 |
-3.61%
Sep 2017 – Sep 2022 |
1.08%
Oct 2013 – Oct 2023 |
2.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Five Core Asset ETFs Tactical Asset Allocation Moderate |
23.61%
Sep 2022 – Sep 2025 |
9.69%
Dec 2016 – Dec 2021 |
8.33%
Dec 2011 – Dec 2021 |
6.77%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart