Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWPSX (Schwab Premier Equity) | NA | -9.77% | 3.68% | -1.08% | NA | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWPSX (Schwab Premier Equity) | 03/28/2005 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.04 | -9.77 | 3.68 | -1.08 | NA | NA | NA | … | … | -10.04 | 12.90 | -1.45 | 17.03 | 20.85 | -39.27 | 3.29 | 14.03 | 15.21 |
| Sharpe Ratio | NA | -0.61 | 0.17 | -0.05 | NA | NA | NA | … | … | -1.68 | 1.07 | -0.06 | 0.82 | 0.77 | -0.99 | 0.02 | 0.93 | 1.44 |
| Standard Deviation(%) | NA | 16.02 | 21.72 | 27.68 | NA | NA | NA | … | … | 21.69 | 12.11 | 26.78 | 20.76 | 27.05 | 40.54 | 16.20 | 11.65 | 12.46 |
| Draw Down(%) | NA | 12.28 | 25.21 | 52.15 | NA | NA | NA | … | … | 10.04 | 12.28 | 25.21 | 17.81 | 26.82 | 50.80 | 11.95 | 10.56 | 5.78 |
| Yield(%) | 0.00 | 0.38 | 0.55 | 0.48 | 1.27 | 0.84 | 0.63 | … | … | 0.00 | 0.42 | 0.55 | 0.58 | 0.67 | 0.51 | 7.05 | 0.21 | 0.46 |
Data as of 03/26/2013, 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 |
|---|---|---|---|---|
| SWPSX (Schwab Premier Equity) |
-16.84%
Feb 2006 – Feb 2009 |
-3.90%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWPSX (Schwab Premier Equity) |
22.18%
Feb 2009 – Feb 2012 |
2.27%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart