Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Core Tactical Asset Allocation Moderate | 6.66% | 18.59% | 12.91% | 5.98% | 6.62% | 6.18% | 7.84% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Core Tactical Asset Allocation 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 (%) | 0.33 | 18.59 | 12.91 | 5.98 | 6.62 | 6.18 | 7.84 | … | … | 6.66 | 11.39 | 9.96 | 8.65 | -15.20 | 15.31 | 8.81 | 9.53 | -4.74 | 16.82 | 3.09 | -2.70 | 3.70 | 13.97 | 14.34 | 2.35 | 17.13 | 23.80 | -8.68 | 16.05 | 24.45 | 12.33 | 11.13 | 31.38 | 8.24 | 7.88 |
| Sharpe Ratio | NA | 1.72 | 0.86 | 0.31 | 0.56 | NA | NA | … | … | 0.35 | 0.83 | 0.78 | 0.61 | -1.59 | 1.62 | 0.84 | 1.65 | -0.78 | 3.06 | 0.44 | -0.42 | 0.50 | 1.76 | 2.36 | 0.22 | 1.24 | 2.09 | -1.07 | 0.78 | 1.75 | 1.22 | 1.69 | 6.18 | 1.72 | 1.17 |
| Standard Deviation(%) | NA | 9.68 | 9.57 | 9.47 | 8.66 | NA | NA | … | … | 13.32 | 10.19 | 8.15 | 8.12 | 10.44 | 9.42 | 10.17 | 4.89 | 7.86 | 5.28 | 6.46 | 6.57 | 7.36 | 7.93 | 6.06 | 10.43 | 13.75 | 11.37 | 9.03 | 16.49 | 11.99 | 8.28 | 6.01 | 4.96 | 4.12 | 4.67 |
| Draw Down(%) | NA | 8.14 | 12.66 | 18.20 | 18.20 | NA | NA | … | … | 8.14 | 12.48 | 4.83 | 8.32 | 15.77 | 5.03 | 15.58 | 2.74 | 11.13 | 1.70 | 5.46 | 7.62 | 7.64 | 8.43 | 4.25 | 9.99 | 9.95 | 5.25 | 12.14 | 10.27 | 10.87 | 5.91 | 5.97 | 4.50 | 5.11 | 4.14 |
| Yield(%) | NA | 4.54 | 3.32 | 3.18 | 3.32 | NA | NA | … | … | NA | NA | 1.37 | 3.91 | 2.46 | 2.58 | 2.38 | 3.62 | 2.80 | 3.59 | 3.47 | 3.08 | 4.51 | 3.45 | 5.61 | 4.41 | 4.47 | 7.77 | 4.58 | 4.12 | 4.35 | 5.20 | 5.46 | 6.43 | 8.40 | 8.92 |
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 Tactical Asset Allocation Moderate |
0.42%
Apr 2021 – Apr 2024 |
1.66%
Feb 2018 – Feb 2023 |
3.10%
Oct 2013 – Oct 2023 |
5.60%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Core Tactical Asset Allocation Moderate |
21.83%
Oct 2004 – Oct 2007 |
20.81%
Oct 2002 – Oct 2007 |
14.51%
Apr 2001 – Apr 2011 |
11.68%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart