Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Core Strategic Asset Allocation – Optimal Moderate | 4.79% | 19.73% | 14.05% | 6.84% | 8.55% | 7.25% | 7.17% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Core Strategic Asset Allocation – Optimal 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 (%) | 0.36 | 19.73 | 14.05 | 6.84 | 8.55 | 7.25 | 7.17 | … | … | 4.79 | 16.97 | 9.18 | 14.20 | -16.05 | 11.05 | 9.86 | 18.44 | -5.48 | 16.71 | 7.55 | -2.12 | 6.89 | 12.90 | 16.03 | -1.46 | 16.39 | 31.97 | -25.60 | 7.53 | 12.53 | 4.37 | 9.07 | 21.85 | -8.53 | 15.99 |
| Sharpe Ratio | NA | 2.19 | 1.09 | 0.36 | 0.60 | NA | NA | … | … | 0.39 | 1.43 | 0.71 | 1.19 | -1.20 | 1.39 | 0.50 | 2.65 | -0.77 | 3.65 | 0.81 | -0.23 | 0.98 | 1.59 | 1.84 | -0.09 | 1.32 | 1.64 | -1.03 | 0.40 | 1.39 | 0.33 | 1.16 | 2.16 | -0.67 | 2.14 |
| Standard Deviation(%) | NA | 8.24 | 9.08 | 10.25 | 10.54 | NA | NA | … | … | 10.92 | 9.83 | 7.80 | 8.87 | 14.59 | 7.94 | 19.40 | 6.40 | 8.87 | 4.39 | 9.02 | 9.43 | 7.01 | 8.09 | 8.67 | 15.69 | 12.37 | 19.45 | 25.75 | 10.94 | 6.54 | 6.36 | 6.98 | 9.80 | 14.41 | 6.33 |
| Draw Down(%) | NA | 7.08 | 9.41 | 22.62 | 25.00 | NA | NA | … | … | 7.08 | 9.41 | 3.92 | 8.92 | 22.43 | 3.79 | 25.00 | 3.33 | 11.31 | 1.35 | 6.18 | 9.68 | 5.45 | 8.05 | 6.98 | 14.84 | 9.29 | 17.50 | 35.97 | 6.26 | 4.50 | 4.46 | 5.67 | 7.66 | 17.99 | 2.65 |
| Yield(%) | NA | 4.41 | 3.57 | 3.64 | 3.54 | NA | NA | … | … | NA | NA | 1.36 | 3.98 | 3.02 | 2.87 | 3.79 | 3.36 | 3.40 | 3.80 | 3.25 | 3.18 | 4.25 | 3.67 | 4.78 | 3.85 | 3.77 | 4.68 | 3.57 | 3.42 | 3.16 | 2.97 | 3.19 | 3.59 | 3.50 | 5.41 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.76%
Feb 2006 – Feb 2009 |
-2.42%
Feb 2004 – Feb 2009 |
4.52%
Oct 2013 – Oct 2023 |
4.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Core Strategic Asset Allocation – Optimal Moderate |
22.22%
Feb 2009 – Feb 2012 |
17.69%
Feb 2009 – Feb 2014 |
11.42%
Feb 2009 – Feb 2019 |
9.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart