Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
STCE (Schwab Strategic Trust – Schwab Crypto Economy ETF) 26.55% 70.97% 58.30% NA NA NA NA
Data as of 06/12/2026, Common starting date is 08/04/2022
More Performance Analytics Comparison
Name Start Date End Date
STCE (Schwab Strategic Trust – Schwab Crypto Economy ETF) 08/04/2022 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 6.14 70.97 58.30 NA NA NA NA 26.55 43.48 41.75 108.66 -38.86
Sharpe Ratio NA 1.10 0.95 NA NA NA NA 1.06 0.65 0.66 2.39 -1.48
Standard Deviation(%) NA 62.27 58.01 NA NA NA NA 62.55 63.74 57.64 44.47 49.05
Draw Down(%) NA 54.11 54.11 NA NA NA NA 34.99 44.60 30.44 33.49 47.19
Yield(%) 0.00 2.61 2.66 1.41 0.71 0.47 0.35 0.00 2.53 0.92 0.65 0.88
Data as of 06/12/2026, Common starting date is 08/04/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STCE (Schwab Strategic Trust – Schwab Crypto Economy ETF) 38.53%
Mar 2023 – Mar 2026
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
STCE (Schwab Strategic Trust – Schwab Crypto Economy ETF) 64.86%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return