Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Commission Free ETFs Asset Allocation Composite Moderate | 5.64% | 16.11% | 23.12% | 10.13% | 8.36% | 7.18% | 7.22% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Commission Free ETFs 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 (%) | 0.14 | 16.11 | 23.12 | 10.13 | 8.36 | 7.18 | 7.22 | … | … | 5.64 | 11.43 | 38.99 | 13.39 | -17.85 | 10.81 | 6.89 | 17.24 | -10.24 | 11.65 | 6.62 | -1.76 | 9.03 | 11.09 | 11.78 | -2.46 | 7.73 | 20.23 | -2.68 | 3.48 | 10.19 | 5.85 | 9.71 | 25.18 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.42 | 1.03 | 0.43 | 0.51 | NA | NA | … | … | 0.29 | 0.98 | 1.22 | 1.18 | -1.63 | 1.12 | 0.75 | 2.91 | -1.03 | 2.10 | 0.86 | -0.26 | 1.42 | 1.25 | 1.42 | -0.14 | 0.71 | 1.76 | -0.85 | 0.03 | 0.86 | 0.49 | 1.09 | 2.87 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 8.54 | 18.34 | 15.68 | 12.56 | NA | NA | … | … | 10.99 | 8.74 | 29.10 | 8.22 | 11.85 | 9.60 | 8.91 | 5.41 | 11.24 | 5.25 | 7.46 | 6.83 | 6.35 | 8.82 | 8.28 | 17.31 | 10.72 | 11.47 | 4.29 | 9.79 | 7.91 | 7.26 | 7.97 | 8.53 | 0.01 | 0.05 |
| Draw Down(%) | NA | 7.35 | 7.76 | 21.87 | 21.87 | NA | NA | … | … | 7.35 | 7.76 | 5.41 | 6.25 | 18.71 | 5.22 | 11.62 | 2.28 | 16.18 | 2.31 | 7.13 | 8.18 | 3.91 | 7.56 | 5.87 | 18.00 | 8.42 | 5.69 | 7.00 | 6.85 | 7.41 | 4.87 | 6.68 | 3.47 | 0.00 | 0.00 |
| Yield(%) | NA | 5.17 | 3.18 | 2.92 | 2.61 | NA | NA | … | … | NA | NA | 1.06 | 4.84 | 1.67 | 2.71 | 1.95 | 2.71 | 2.19 | 2.77 | 2.42 | 1.81 | 2.37 | 2.57 | 3.14 | 2.41 | 2.48 | 1.92 | 0.81 | 1.73 | 1.75 | 1.35 | 0.87 | 0.82 | 1.11 | 2.31 |
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 Commission Free ETFs Asset Allocation Composite Moderate |
-1.01%
Apr 2021 – Apr 2024 |
0.05%
Jan 2018 – Jan 2023 |
3.08%
Oct 2013 – Oct 2023 |
4.38%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Commission Free ETFs Asset Allocation Composite Moderate |
23.09%
Feb 2023 – Feb 2026 |
12.16%
Oct 2020 – Oct 2025 |
9.19%
Apr 2003 – Apr 2013 |
8.38%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart