Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWPNX (Schwab Premier Equity Investor) | NA | 20.53% | -9.68% | NA | NA | NA | NA | … | … |
Data as of 12/08/2009, Common starting date is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWPNX (Schwab Premier Equity Investor) | 03/28/2005 | 12/08/2009 |
| 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 | 20.53 | -9.68 | NA | NA | NA | NA | … | … | 17.47 | -39.37 | 3.17 | 13.87 | 15.14 |
| Sharpe Ratio | NA | 0.76 | -0.37 | NA | NA | NA | NA | … | … | 0.71 | -0.99 | 0.01 | 0.91 | 1.43 |
| Standard Deviation(%) | NA | 26.93 | 29.69 | NA | NA | NA | NA | … | … | 26.38 | 40.54 | 16.26 | 11.65 | 12.40 |
| Draw Down(%) | NA | 26.91 | 56.55 | NA | NA | NA | NA | … | … | 26.91 | 50.88 | 12.03 | 10.64 | 5.78 |
| Yield(%) | 0.00 | 0.54 | 2.42 | 1.97 | 0.99 | 0.66 | 0.49 | … | … | 0.00 | 0.33 | 6.87 | 0.05 | 0.39 |
Data as of 12/08/2009, Common starting date is 03/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWPNX (Schwab Premier Equity Investor) |
-16.96%
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 |
|---|---|---|---|---|
| SWPNX (Schwab Premier Equity Investor) |
9.30%
Apr 2005 – Apr 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart