Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Select Annuity Asset Allocation Composite Moderate | NA | 5.46% | 7.59% | 3.73% | 7.42% | 7.38% | 8.27% | … | … |
Data as of 12/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Select Annuity Asset Allocation Composite Moderate | 12/31/2000 | 03/13/2026 |
| 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 (%) | -0.44 | 5.46 | 7.59 | 3.73 | 7.42 | 7.38 | 8.27 | … | … | NA | 5.46 | 11.13 | 6.17 | -12.88 | 10.78 | 20.22 | 14.77 | -1.70 | 11.31 | 12.85 | 0.09 | 3.18 | 19.89 | 14.08 | 0.74 | 14.78 | 24.47 | -5.04 | 12.49 | 11.87 | 5.30 | 14.81 | 38.99 | 21.94 | 8.65 |
| Sharpe Ratio | NA | 0.80 | 0.65 | 0.02 | 0.59 | NA | NA | … | … | -0.09 | 0.25 | 0.86 | 0.30 | -1.52 | 0.86 | 1.92 | 1.71 | -0.27 | 1.87 | 1.56 | 0.01 | 0.44 | 2.51 | 1.87 | 0.04 | 1.38 | 2.40 | -0.61 | 0.95 | 1.04 | 0.42 | 1.39 | 3.91 | 2.67 | 1.15 |
| Standard Deviation(%) | NA | 10.32 | 9.35 | 9.68 | 9.54 | NA | NA | … | … | 8.27 | 10.40 | 8.76 | 8.44 | 9.44 | 12.55 | 10.41 | 7.80 | 11.39 | 5.70 | 8.09 | 6.77 | 7.26 | 7.90 | 7.50 | 15.89 | 10.61 | 10.16 | 9.89 | 9.85 | 8.14 | 7.32 | 9.95 | 9.78 | 7.79 | 5.43 |
| Draw Down(%) | NA | 9.37 | 15.91 | 18.92 | 18.92 | NA | NA | … | … | 4.58 | 14.50 | 4.90 | 8.53 | 14.23 | 6.52 | 14.99 | 4.18 | 13.70 | 2.09 | 4.97 | 6.33 | 6.48 | 5.44 | 6.60 | 13.85 | 8.98 | 5.41 | 14.27 | 6.81 | 9.23 | 6.22 | 9.87 | 6.31 | 3.17 | 4.10 |
| Yield(%) | NA | 2.93 | 3.16 | 3.39 | 3.89 | NA | NA | … | … | NA | NA | 0.72 | 2.81 | 2.09 | 3.88 | 5.96 | 1.73 | 4.23 | 3.53 | 2.23 | 5.29 | 7.07 | 5.67 | 4.06 | 2.67 | 5.03 | 4.95 | 6.00 | 6.01 | 5.77 | 3.47 | 4.91 | 4.94 | 4.22 | 8.82 |
Data as of 12/31/2025, 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 Select Annuity Asset Allocation Composite Moderate |
-0.42%
Apr 2021 – Apr 2024 |
3.20%
Sep 2018 – Sep 2023 |
5.21%
Oct 2013 – Oct 2023 |
6.96%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Select Annuity Asset Allocation Composite Moderate |
24.84%
Dec 2001 – Dec 2004 |
18.57%
Apr 2001 – Apr 2006 |
15.03%
Apr 2001 – Apr 2011 |
12.42%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart