Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Core Mutual Funds Asset Allocation Composite Moderate | 5.14% | -2.53% | 5.39% | 1.98% | 4.95% | 5.60% | 6.83% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Core Mutual Funds 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 (%) | 0.48 | -2.53 | 5.39 | 1.98 | 4.95 | 5.60 | 6.83 | … | … | 5.14 | -4.65 | 6.02 | 13.27 | -19.36 | 17.21 | 4.85 | 21.17 | -5.31 | 11.34 | 7.70 | -2.32 | 7.03 | 12.96 | 19.02 | 2.85 | 18.70 | 24.29 | -5.63 | 3.90 | 15.24 | 9.05 | 16.53 | 39.73 | 7.80 | 7.92 |
| Sharpe Ratio | NA | -0.23 | 0.09 | -0.12 | 0.32 | NA | NA | … | … | 0.39 | -0.35 | 0.32 | 1.10 | -2.09 | 2.25 | 0.44 | 3.40 | -0.88 | 2.42 | 1.20 | -0.32 | 1.00 | 1.58 | 2.50 | 0.18 | 1.61 | 2.43 | -0.83 | 0.07 | 1.48 | 0.93 | 1.89 | 6.46 | 1.66 | 1.13 |
| Standard Deviation(%) | NA | 21.14 | 14.18 | 12.39 | 10.25 | NA | NA | … | … | 10.54 | 21.57 | 7.52 | 8.72 | 9.96 | 7.64 | 10.49 | 5.79 | 7.60 | 4.42 | 6.25 | 7.36 | 6.99 | 8.19 | 7.58 | 15.38 | 11.57 | 9.97 | 8.00 | 10.91 | 7.99 | 7.34 | 8.21 | 6.03 | 4.00 | 4.87 |
| Draw Down(%) | NA | 18.04 | 18.04 | 20.15 | 20.15 | NA | NA | … | … | 7.17 | 18.04 | 5.76 | 8.40 | 20.15 | 3.72 | 19.42 | 2.42 | 11.00 | 2.04 | 4.89 | 9.18 | 5.42 | 9.36 | 6.31 | 13.72 | 9.10 | 7.59 | 6.49 | 7.20 | 6.98 | 4.63 | 8.87 | 3.40 | 5.03 | 4.14 |
| Yield(%) | NA | 3.79 | 3.45 | 4.31 | 4.45 | NA | NA | … | … | NA | NA | 0.77 | 3.93 | 3.12 | 3.80 | 2.75 | 7.99 | 6.17 | 3.13 | 3.81 | 3.23 | 7.00 | 5.54 | 8.13 | 6.16 | 10.83 | 9.01 | 5.15 | 5.67 | 6.45 | 8.15 | 5.17 | 6.14 | 8.63 | 8.42 |
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 Core Mutual Funds Asset Allocation Composite Moderate |
-1.06%
Dec 2021 – Dec 2024 |
0.65%
Mar 2021 – Mar 2026 |
3.93%
Oct 2013 – Oct 2023 |
5.18%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Core Mutual Funds Asset Allocation Composite Moderate |
22.89%
Jul 2002 – Jul 2005 |
18.12%
Oct 2002 – Oct 2007 |
14.01%
Apr 2001 – Apr 2011 |
11.87%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart