Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWLNX (Schwab Large-Cap Growth Inv) | NA | 27.80% | -6.30% | NA | NA | NA | NA | … | … |
Data as of 12/04/2009, Common starting date is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWLNX (Schwab Large-Cap Growth Inv) | 10/06/2005 | 12/04/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.80 | -6.30 | NA | NA | NA | NA | … | … | 18.44 | -35.84 | 8.13 | 11.34 | 5.06 |
| Sharpe Ratio | NA | 1.23 | -0.30 | NA | NA | NA | NA | … | … | 0.91 | -1.02 | 0.33 | 0.70 | 1.96 |
| Standard Deviation(%) | NA | 22.45 | 25.94 | NA | NA | NA | NA | … | … | 21.84 | 36.05 | 15.66 | 11.58 | 10.64 |
| Draw Down(%) | NA | 21.44 | 50.04 | NA | NA | NA | NA | … | … | 21.44 | 46.03 | 10.38 | 11.30 | 2.55 |
| Yield(%) | 0.00 | 0.32 | 0.20 | 0.14 | 0.07 | 0.05 | 0.03 | … | … | 0.00 | 0.19 | 0.26 | 0.14 | 0.00 |
Data as of 12/04/2009, Common starting date is 10/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLNX (Schwab Large-Cap Growth Inv) |
-13.13%
Feb 2006 – Feb 2009 |
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 |
|---|---|---|---|---|
| SWLNX (Schwab Large-Cap Growth Inv) |
-4.44%
Sep 2006 – Sep 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart