Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYCX (Schwab California Tax-Free YieldPlus ) | NA | 0.15% | 0.86% | -0.77% | NA | NA | NA | … | … |
Data as of 09/23/2011, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYCX (Schwab California Tax-Free YieldPlus ) | 12/23/2004 | 09/23/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.15 | 0.86 | -0.77 | NA | NA | NA | … | … | 0.16 | 0.39 | 1.73 | -8.12 | 1.29 | 3.31 | 1.62 | 0.00 |
| Sharpe Ratio | NA | 0.39 | 0.87 | -0.74 | NA | NA | NA | … | … | 0.72 | 0.50 | 1.42 | -1.91 | -1.09 | 0.01 | -0.61 | NA |
| Standard Deviation(%) | NA | 0.25 | 0.89 | 2.39 | NA | NA | NA | … | … | 0.25 | 0.61 | 1.16 | 4.72 | 1.60 | 1.03 | 0.90 | NA |
| Draw Down(%) | NA | 0.11 | 0.80 | 9.95 | NA | NA | NA | … | … | 0.11 | 0.18 | 0.80 | 9.95 | 1.61 | 0.10 | 0.20 | NA |
| Yield(%) | 0.00 | 0.26 | 0.97 | 1.82 | 1.31 | 0.87 | 0.65 | … | … | 0.16 | 0.62 | 1.26 | 2.95 | 3.38 | 2.96 | 2.10 | 0.00 |
Data as of 09/23/2011, Common starting date is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYCX (Schwab California Tax-Free YieldPlus ) |
-2.17%
Jul 2007 – Jul 2010 |
-0.77%
Aug 2006 – Aug 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYCX (Schwab California Tax-Free YieldPlus ) |
1.29%
Jan 2005 – Jan 2008 |
-0.08%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart