Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Total Return Bond Plus Plan Tactical Asset Allocation Moderate | 0.99% | 5.73% | 4.54% | 2.63% | 4.04% | 4.79% | 5.89% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Total Return Bond Plus Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.30 | 5.73 | 4.54 | 2.63 | 4.04 | 4.79 | 5.89 | … | … | 0.99 | 5.58 | 3.41 | 3.68 | -1.50 | 0.68 | 9.47 | 10.24 | -1.66 | 8.68 | 3.06 | 0.42 | 8.64 | -0.31 | 16.19 | 7.59 | 11.92 | 22.25 | -1.90 | 7.76 | 7.98 | 4.83 | 8.90 | 24.10 | 8.23 | 7.16 |
| Sharpe Ratio | NA | 1.08 | 0.36 | -0.07 | 0.87 | NA | NA | … | … | -0.37 | 1.67 | -0.10 | 0.01 | -1.72 | 0.48 | 1.91 | 2.59 | -2.88 | 3.86 | 0.96 | 0.16 | 3.84 | -0.12 | 6.14 | 2.58 | 2.82 | 3.59 | -0.44 | 1.30 | 2.40 | 1.10 | 1.59 | 5.58 | 1.80 | 1.12 |
| Standard Deviation(%) | NA | 1.69 | 1.94 | 1.86 | 2.57 | NA | NA | … | … | 1.97 | 1.61 | 2.03 | 2.27 | 1.71 | 1.36 | 4.84 | 3.38 | 1.06 | 2.08 | 2.95 | 2.40 | 2.24 | 2.87 | 2.63 | 2.93 | 4.19 | 6.17 | 6.48 | 3.54 | 1.90 | 2.34 | 4.99 | 4.19 | 3.93 | 4.24 |
| Draw Down(%) | NA | 1.38 | 1.57 | 3.36 | 8.01 | NA | NA | … | … | 1.38 | 1.05 | 1.20 | 1.57 | 3.21 | 1.04 | 8.01 | 2.32 | 1.84 | 0.68 | 4.58 | 2.82 | 1.78 | 6.59 | 1.92 | 2.73 | 5.09 | 2.18 | 6.49 | 3.00 | 0.80 | 1.89 | 5.18 | 4.76 | 4.72 | 4.07 |
| Yield(%) | NA | 4.36 | 2.72 | 2.73 | 3.39 | NA | NA | … | … | NA | NA | 1.48 | 4.40 | 1.44 | 1.21 | 2.44 | 3.81 | 2.57 | 4.73 | 4.25 | 3.85 | 5.48 | 4.14 | 7.17 | 6.83 | 6.31 | 10.48 | 4.92 | 5.48 | 5.13 | 5.10 | 6.27 | 7.09 | 8.22 | 8.41 |
Data as of 02/27/2026, 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 Total Return Bond Plus Plan Tactical Asset Allocation Moderate |
0.57%
Nov 2020 – Nov 2023 |
2.08%
Jul 2020 – Jul 2025 |
3.31%
Apr 2013 – Apr 2023 |
4.51%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Total Return Bond Plus Plan Tactical Asset Allocation Moderate |
14.43%
Jul 2002 – Jul 2005 |
11.71%
Feb 2009 – Feb 2014 |
10.84%
Nov 2002 – Nov 2012 |
8.86%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart