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 Asset Allocation Composite Moderate | 1.87% | 9.15% | 6.03% | 2.32% | 2.87% | 4.63% | 5.48% | … | … |
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 Asset Allocation Composite 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 (%) | 0.67 | 9.15 | 6.03 | 2.32 | 2.87 | 4.63 | 5.48 | … | … | 1.87 | 8.70 | 5.29 | 0.27 | -7.22 | 2.30 | -6.44 | 9.44 | 1.45 | 8.25 | 7.55 | 3.14 | 10.22 | 5.30 | 19.53 | 6.02 | 12.73 | 20.28 | -3.45 | 4.13 | 6.55 | 4.20 | 10.97 | 28.84 | 12.23 | 6.59 |
| Sharpe Ratio | NA | 1.03 | 0.37 | -0.23 | 0.16 | NA | NA | … | … | -0.35 | 1.56 | 0.45 | -0.60 | -2.91 | 0.83 | -0.89 | 2.47 | 0.03 | 3.07 | 2.34 | 1.23 | 4.23 | 1.51 | 7.76 | 1.45 | 2.80 | 3.28 | -0.65 | 0.24 | 1.10 | 0.74 | 1.54 | 5.30 | 4.07 | 0.86 |
| Standard Deviation(%) | NA | 3.69 | 4.35 | 3.96 | 4.11 | NA | NA | … | … | 4.45 | 3.73 | 3.70 | 5.64 | 2.98 | 2.75 | 7.52 | 3.23 | 2.32 | 2.47 | 3.13 | 2.54 | 2.41 | 3.48 | 2.51 | 4.12 | 4.51 | 6.15 | 6.83 | 4.16 | 2.84 | 2.61 | 6.47 | 5.31 | 2.72 | 4.83 |
| Draw Down(%) | NA | 3.69 | 7.04 | 15.82 | 18.72 | NA | NA | … | … | 3.69 | 2.95 | 2.35 | 9.08 | 8.83 | 2.59 | 16.67 | 2.37 | 2.25 | 1.31 | 3.38 | 2.71 | 1.22 | 5.09 | 0.98 | 3.93 | 4.08 | 7.59 | 6.42 | 3.05 | 3.07 | 2.37 | 5.31 | 6.18 | 1.00 | 4.14 |
| Yield(%) | NA | 5.49 | 3.87 | 3.59 | 4.17 | NA | NA | … | … | NA | NA | 1.78 | 4.75 | 1.99 | 3.87 | 2.40 | 3.48 | 4.63 | 4.38 | 4.65 | 5.40 | 5.55 | 5.83 | 7.86 | 4.97 | 6.62 | 7.26 | 5.47 | 5.91 | 5.79 | 6.28 | 7.80 | 7.24 | 8.27 | 8.71 |
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 Asset Allocation Composite Moderate |
-4.24%
Oct 2019 – Oct 2022 |
-1.79%
Sep 2018 – Sep 2023 |
2.02%
Oct 2013 – Oct 2023 |
4.29%
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 Asset Allocation Composite Moderate |
17.07%
Dec 2001 – Dec 2004 |
13.66%
Feb 2009 – Feb 2014 |
10.74%
Nov 2002 – Nov 2012 |
9.88%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart