Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWTIX (Schwab Total Stock Market Index Inv) | NA | 22.70% | -6.47% | 0.51% | -0.27% | NA | NA | … | … |
Data as of 12/08/2009, Common starting date is 07/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWTIX (Schwab Total Stock Market Index Inv) | 07/13/1999 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.70 | -6.47 | 0.51 | -0.27 | NA | NA | … | … | 22.25 | -36.63 | 5.22 | 15.38 | 6.01 | 12.34 | 30.69 | -20.37 | -11.19 | -10.64 | 8.92 |
| Sharpe Ratio | NA | 0.83 | -0.27 | -0.06 | -0.10 | NA | NA | … | … | 0.88 | -0.93 | 0.14 | 1.16 | 0.37 | 1.01 | 1.84 | -0.87 | -0.63 | -0.61 | 0.98 |
| Standard Deviation(%) | NA | 27.34 | 29.51 | 23.98 | 22.35 | NA | NA | … | … | 26.99 | 40.18 | 15.81 | 10.50 | 10.50 | 11.30 | 16.28 | 24.67 | 21.89 | 24.00 | 16.69 |
| Draw Down(%) | NA | 26.77 | 54.70 | 54.70 | 54.70 | NA | NA | … | … | 26.77 | 47.96 | 9.75 | 8.18 | 6.94 | 8.15 | 13.13 | 31.86 | 29.42 | 20.53 | 11.49 |
| Yield(%) | 0.00 | 2.13 | 1.38 | 1.51 | 1.04 | 0.72 | 0.54 | … | … | 0.00 | 1.36 | 1.62 | 1.31 | 1.23 | 1.36 | 1.12 | 1.11 | 0.82 | 0.66 | 0.45 |
Data as of 12/08/2009, Common starting date is 07/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWTIX (Schwab Total Stock Market Index Inv) |
-16.06%
Mar 2000 – Mar 2003 |
-6.09%
Feb 2004 – Feb 2009 |
-0.05%
Nov 1999 – Nov 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWTIX (Schwab Total Stock Market Index Inv) |
19.08%
Mar 2003 – Mar 2006 |
16.00%
Sep 2002 – Sep 2007 |
0.90%
Sep 1999 – Sep 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart