Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHQ (Schwab Long-Term U.S. Treasury ETF) | -0.75% | 3.33% | -0.79% | -5.30% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHQ (Schwab Long-Term U.S. Treasury ETF) | 10/14/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 3.33 | -0.79 | -5.30 | NA | NA | NA | … | … | -0.75 | 5.50 | -6.44 | 3.43 | -29.44 | -4.86 | 17.71 | -3.60 |
| Sharpe Ratio | NA | 0.08 | -0.32 | -0.54 | NA | NA | NA | … | … | -0.49 | 0.24 | -0.78 | -0.01 | -1.64 | -0.38 | 0.86 | -1.38 |
| Standard Deviation(%) | NA | 8.83 | 12.66 | 14.53 | NA | NA | NA | … | … | 8.78 | 10.88 | 12.89 | 16.75 | 18.86 | 12.80 | 20.17 | 12.21 |
| Draw Down(%) | NA | 7.01 | 17.65 | 40.93 | NA | NA | NA | … | … | 7.01 | 8.46 | 11.66 | 20.84 | 34.68 | 14.41 | 14.76 | 4.39 |
| Yield(%) | 0.48 | 4.74 | 3.99 | 2.63 | 1.58 | 1.05 | 0.79 | … | … | 2.05 | 4.57 | 4.13 | 3.70 | 2.03 | 1.58 | 1.74 | 0.42 |
Data as of 06/05/2026, Common starting date is 10/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHQ (Schwab Long-Term U.S. Treasury ETF) |
-16.18%
Oct 2020 – Oct 2023 |
-9.17%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHQ (Schwab Long-Term U.S. Treasury ETF) |
2.75%
Oct 2022 – Oct 2025 |
-4.59%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart