Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBS (Schwab Mortgage-Backed Securities ETF) | 0.47% | 6.25% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/18/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBS (Schwab Mortgage-Backed Securities ETF) | 11/18/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 6.25 | NA | NA | NA | NA | NA | … | … | 0.47 | 8.15 | 0.00 |
| Sharpe Ratio | NA | 0.78 | NA | NA | NA | NA | NA | … | … | -0.44 | 1.06 | NA |
| Standard Deviation(%) | NA | 4.15 | NA | NA | NA | NA | NA | … | … | 4.54 | 4.97 | 5.25 |
| Draw Down(%) | NA | 2.82 | NA | NA | NA | NA | NA | … | … | 2.82 | 2.83 | 2.33 |
| Yield(%) | 0.00 | 5.23 | NA | NA | NA | NA | NA | … | … | 2.11 | 4.97 | NA |
Data as of 06/10/2026, Common starting date is 11/18/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBS (Schwab Mortgage-Backed Securities ETF) |
0.00%
NA |
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 |
|---|---|---|---|---|
| SMBS (Schwab Mortgage-Backed Securities ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart