Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Core Asset Allocation Composite Moderate | 5.00% | 19.40% | 13.26% | 7.21% | 8.24% | 7.71% | 8.02% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schwab Core 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 (%) | 0.41 | 19.40 | 13.26 | 7.21 | 8.24 | 7.71 | 8.02 | … | … | 5.00 | 16.58 | 7.78 | 10.78 | -14.61 | 17.40 | 6.99 | 20.39 | -4.60 | 14.04 | 7.45 | -1.79 | 8.35 | 13.85 | 18.17 | 1.13 | 16.32 | 25.64 | -12.56 | 2.71 | 16.23 | 5.39 | 10.72 | 33.92 | 1.70 | 8.79 |
| Sharpe Ratio | NA | 2.12 | 1.06 | 0.40 | 0.76 | NA | NA | … | … | 0.38 | 1.38 | 0.53 | 1.02 | -1.51 | 2.16 | 0.65 | 3.08 | -0.72 | 3.05 | 1.10 | -0.24 | 1.21 | 1.73 | 2.26 | 0.07 | 1.44 | 2.23 | -1.40 | -0.04 | 1.81 | 0.47 | 1.27 | 4.69 | 0.12 | 1.34 |
| Standard Deviation(%) | NA | 8.16 | 9.08 | 8.96 | 8.38 | NA | NA | … | … | 10.70 | 9.94 | 7.93 | 6.98 | 10.63 | 8.04 | 10.43 | 6.14 | 8.35 | 4.39 | 6.61 | 7.56 | 6.91 | 7.96 | 8.03 | 15.72 | 11.23 | 11.47 | 9.67 | 11.48 | 7.10 | 6.61 | 7.69 | 7.08 | 4.71 | 4.74 |
| Draw Down(%) | NA | 7.05 | 10.15 | 18.21 | 19.61 | NA | NA | … | … | 7.05 | 9.42 | 4.80 | 8.87 | 18.21 | 3.85 | 19.61 | 2.63 | 10.19 | 1.78 | 4.98 | 8.40 | 5.29 | 7.98 | 6.06 | 14.16 | 9.62 | 11.04 | 14.58 | 7.91 | 4.71 | 4.99 | 6.77 | 4.32 | 8.04 | 2.80 |
| Yield(%) | NA | 4.42 | 3.53 | 3.60 | 3.49 | NA | NA | … | … | NA | NA | 1.28 | 4.75 | 2.24 | 4.12 | 2.47 | 3.43 | 3.50 | 3.49 | 3.22 | 3.13 | 4.04 | 3.84 | 4.55 | 4.43 | 4.41 | 6.20 | 4.70 | 3.92 | 3.90 | 3.48 | 3.82 | 4.50 | 6.98 | 8.02 |
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 Asset Allocation Composite Moderate |
-2.30%
Feb 2006 – Feb 2009 |
1.86%
Feb 2004 – Feb 2009 |
4.84%
Oct 2013 – Oct 2023 |
6.68%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schwab Core Asset Allocation Composite Moderate |
19.32%
Feb 2009 – Feb 2012 |
16.95%
Feb 2009 – Feb 2014 |
11.20%
Jan 2003 – Jan 2013 |
10.18%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart