Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAEF (Schwab Ariel ESG ETF) | 10.58% | 22.82% | 13.20% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAEF (Schwab Ariel ESG ETF) | 11/16/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 22.82 | 13.20 | NA | NA | NA | NA | … | … | 10.58 | 4.19 | 16.13 | 17.85 | -18.29 | -2.35 |
| Sharpe Ratio | NA | 1.11 | 0.52 | NA | NA | NA | NA | … | … | 0.99 | 0.06 | 0.73 | 0.77 | -0.76 | -0.87 |
| Standard Deviation(%) | NA | 18.80 | 19.83 | NA | NA | NA | NA | … | … | 20.70 | 23.36 | 17.17 | 18.54 | 25.93 | 20.17 |
| Draw Down(%) | NA | 12.79 | 27.43 | NA | NA | NA | NA | … | … | 12.59 | 25.12 | 9.15 | 19.85 | 27.59 | 8.37 |
| Yield(%) | 0.00 | 0.41 | 0.51 | 0.39 | 0.19 | 0.13 | 0.10 | … | … | 0.03 | 0.38 | 0.54 | 0.54 | 0.50 | 0.09 |
Data as of 06/09/2026, Common starting date is 11/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAEF (Schwab Ariel ESG ETF) |
2.79%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAEF (Schwab Ariel ESG ETF) |
16.40%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart