Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab OneSource Annuity Asset Allocation Composite Moderate | 7.62% | 22.24% | 12.03% | 6.20% | 4.29% | 4.24% | 5.68% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab OneSource Annuity 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 (%) | 0.51 | 22.24 | 12.03 | 6.20 | 4.29 | 4.24 | 5.68 | … | … | 7.62 | 14.95 | 4.85 | 8.99 | -10.43 | 9.81 | -16.42 | 14.73 | -4.02 | 9.44 | 8.69 | -3.91 | 4.88 | 13.20 | 13.42 | -1.33 | 13.10 | 24.70 | -6.07 | 5.70 | 16.07 | 5.07 | 18.95 | 37.51 | 15.95 | 6.73 |
| Sharpe Ratio | NA | 2.38 | 0.96 | 0.43 | 0.14 | NA | NA | … | … | 0.58 | 1.25 | 0.15 | 0.80 | -1.33 | 0.97 | -0.30 | 1.70 | -0.51 | 1.28 | 1.28 | -0.59 | 0.65 | 1.50 | 1.66 | -0.08 | 1.03 | 2.07 | -0.94 | 0.24 | 1.60 | 0.39 | 2.01 | 4.54 | 2.41 | 0.83 |
| Standard Deviation(%) | NA | 9.94 | 9.36 | 8.88 | 19.43 | NA | NA | … | … | 12.87 | 9.67 | 8.38 | 6.67 | 8.94 | 10.14 | 55.87 | 7.78 | 10.69 | 6.86 | 6.60 | 6.73 | 7.46 | 8.77 | 8.03 | 16.76 | 12.59 | 11.88 | 7.48 | 10.83 | 7.89 | 7.15 | 8.96 | 8.10 | 6.14 | 5.19 |
| Draw Down(%) | NA | 8.45 | 13.33 | 13.33 | 39.72 | NA | NA | … | … | 8.45 | 12.06 | 5.37 | 7.50 | 12.87 | 7.32 | 39.72 | 3.81 | 12.97 | 2.46 | 4.49 | 8.11 | 5.76 | 8.42 | 6.16 | 17.12 | 10.90 | 5.36 | 10.34 | 8.02 | 8.59 | 5.03 | 9.22 | 5.07 | 3.18 | 4.13 |
| Yield(%) | NA | 4.73 | 4.35 | 4.06 | 4.17 | NA | NA | … | … | NA | NA | 0.28 | 6.03 | 2.46 | 4.37 | 3.86 | 2.41 | 5.25 | 6.29 | 3.44 | 1.65 | 4.78 | 4.87 | 5.79 | 3.45 | 8.39 | 3.29 | 4.33 | 4.73 | 6.53 | 4.30 | 6.95 | 4.74 | 4.47 | 8.62 |
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 OneSource Annuity Asset Allocation Composite Moderate |
-7.29%
Apr 2017 – Apr 2020 |
-3.41%
Mar 2015 – Mar 2020 |
0.84%
Oct 2013 – Oct 2023 |
3.11%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab OneSource Annuity Asset Allocation Composite Moderate |
23.78%
Dec 2001 – Dec 2004 |
19.16%
May 2002 – May 2007 |
14.15%
Apr 2001 – Apr 2011 |
10.76%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart