Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHG (Schwab U.S. Large-Cap Growth ETF) | 0.89% | 16.63% | 22.28% | 14.02% | 18.20% | 16.44% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/11/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHG (Schwab U.S. Large-Cap Growth ETF) | 12/11/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.19 | 16.63 | 22.28 | 14.02 | 18.20 | 16.44 | NA | … | … | 0.89 | 17.50 | 34.96 | 50.10 | -31.80 | 28.12 | 39.15 | 36.02 | -1.36 | 28.04 | 6.55 | 3.24 | 15.81 | 34.05 | 16.89 | -0.74 | 16.86 | 2.64 |
| Sharpe Ratio | NA | 1.21 | 1.07 | 0.56 | 0.78 | NA | NA | … | … | 0.34 | 0.63 | 1.78 | 2.75 | -1.03 | 1.57 | 1.07 | 2.49 | -0.14 | 3.66 | 0.44 | 0.21 | 1.29 | 3.01 | 1.21 | -0.03 | 0.91 | 5.32 |
| Standard Deviation(%) | NA | 15.82 | 19.34 | 22.28 | 21.61 | NA | NA | … | … | 17.68 | 23.42 | 17.65 | 17.04 | 32.46 | 17.90 | 36.09 | 13.89 | 19.39 | 7.52 | 14.25 | 15.62 | 12.27 | 11.31 | 14.00 | 24.66 | 18.45 | 12.37 |
| Draw Down(%) | NA | 16.41 | 23.39 | 34.59 | 34.59 | NA | NA | … | … | 14.54 | 23.18 | 12.36 | 10.08 | 33.94 | 10.15 | 32.39 | 7.66 | 21.59 | 2.21 | 12.91 | 11.95 | 7.71 | 5.84 | 10.48 | 20.57 | 16.25 | 1.22 |
| Yield(%) | 0.00 | 0.45 | 0.37 | 0.25 | 1.01 | 1.70 | 1.59 | … | … | 0.11 | 0.42 | 0.42 | 0.70 | 0.18 | 0.55 | 0.71 | 1.11 | 1.23 | 1.27 | 0.87 | 1.25 | 1.26 | 1.39 | 1.56 | 1.00 | 0.81 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/11/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHG (Schwab U.S. Large-Cap Growth ETF) |
6.73%
Dec 2019 – Dec 2022 |
9.26%
Mar 2015 – Mar 2020 |
12.50%
Mar 2010 – Mar 2020 |
15.18%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHG (Schwab U.S. Large-Cap Growth ETF) |
34.35%
Dec 2018 – Dec 2021 |
25.56%
Oct 2016 – Oct 2021 |
19.86%
Sep 2011 – Sep 2021 |
17.69%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart