Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Six Core Mutual Funds Tactical Asset Allocation Moderate | NA | 13.51% | 4.31% | 7.29% | 4.86% | 8.15% | 10.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Six Core Mutual Funds 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 (%) | -1.28 | 13.51 | 4.31 | 7.29 | 4.86 | 8.15 | 10.37 | … | … | 0.25 | 5.69 | 5.71 | -4.39 | 19.24 | 6.84 | 18.78 | -8.75 | 9.07 | 3.99 | -6.89 | 5.70 | 16.25 | 18.08 | 5.95 | 22.03 | 34.03 | 0.52 | 20.95 | 18.35 | 14.18 | 17.42 | 40.24 | 5.20 | 1.50 |
| Sharpe Ratio | NA | 0.03 | -0.12 | 0.32 | 0.24 | NA | NA | … | … | 0.03 | -0.09 | 0.20 | -0.47 | 1.63 | 0.37 | 2.63 | -1.24 | 1.97 | 0.44 | -0.18 | 0.72 | 2.12 | 2.21 | 0.44 | 1.78 | 3.00 | -0.06 | 1.50 | 1.55 | 1.74 | 1.49 | 6.68 | 1.05 | -0.15 |
| Standard Deviation(%) | NA | 9.49 | 9.94 | 12.25 | 15.53 | NA | NA | … | … | 7.58 | 9.59 | 7.21 | 12.37 | 11.79 | 17.71 | 6.61 | 8.12 | 4.29 | 8.53 | 39.05 | 7.88 | 7.67 | 8.16 | 13.47 | 12.36 | 11.31 | 6.80 | 11.99 | 9.72 | 6.92 | 11.09 | 5.92 | 3.92 | 5.36 |
| Draw Down(%) | NA | 6.08 | 14.17 | 26.03 | 26.03 | NA | NA | … | … | 0.72 | 6.08 | 5.92 | 14.17 | 8.37 | 26.03 | 3.02 | 14.45 | 2.81 | 7.24 | 19.38 | 5.85 | 8.31 | 5.83 | 12.18 | 9.27 | 4.87 | 5.55 | 10.20 | 11.50 | 5.24 | 12.88 | 3.45 | 2.77 | 6.15 |
| Yield(%) | NA | 3.58 | 8.06 | 7.70 | 6.88 | NA | NA | … | … | NA | 1.96 | 3.14 | 12.75 | 13.67 | 3.36 | 6.55 | 7.56 | 3.60 | 3.38 | 4.48 | 10.14 | 6.84 | 9.91 | 9.16 | 9.41 | 5.52 | 5.08 | 8.51 | 12.31 | 6.41 | 10.78 | 5.72 | 6.18 | 7.67 |
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 Six Core Mutual Funds Tactical Asset Allocation Moderate |
-0.48%
Apr 2022 – Apr 2025 |
0.37%
Dec 2013 – Dec 2018 |
4.33%
Oct 2013 – Oct 2023 |
6.40%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Six Core Mutual Funds Tactical Asset Allocation Moderate |
25.63%
Jan 2003 – Jan 2006 |
22.95%
Jan 2003 – Jan 2008 |
19.04%
Jan 2003 – Jan 2013 |
14.39%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart