Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHWX (Age-Based Option Age 10-12 Cl O) | NA | -98.23% | -73.10% | -53.08% | NA | NA | NA | … | … |
Data as of 09/24/2021, Common starting date is 07/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHWX (Age-Based Option Age 10-12 Cl O) | 07/19/2016 | 09/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -98.23 | -73.10 | -53.08 | NA | NA | NA | … | … | -98.39 | 11.35 | 16.60 | -4.28 | 11.96 | 2.62 |
| Sharpe Ratio | NA | -0.23 | -0.31 | -0.29 | NA | NA | NA | … | … | -0.20 | 0.65 | 2.67 | -0.65 | 3.07 | 1.05 |
| Standard Deviation(%) | NA | 421.16 | 240.60 | 185.98 | NA | NA | NA | … | … | 494.81 | 17.06 | 5.69 | 8.60 | 3.70 | 5.27 |
| Draw Down(%) | NA | 98.65 | 98.65 | 98.65 | NA | NA | NA | … | … | 98.65 | 21.60 | 3.01 | 10.30 | 1.33 | 3.15 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/24/2021, Common starting date is 07/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHWX (Age-Based Option Age 10-12 Cl O) |
-73.27%
Aug 2018 – Aug 2021 |
-53.29%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHWX (Age-Based Option Age 10-12 Cl O) |
9.98%
Jun 2018 – Jun 2021 |
-53.29%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart