Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYTX (Schwab Tax-Free YieldPlus ) | NA | 1.84% | -4.18% | NA | NA | NA | NA | … | … |
Data as of 09/23/2011, Common starting date is 12/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYTX (Schwab Tax-Free YieldPlus ) | 12/13/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.84 | -4.18 | NA | NA | NA | NA | … | … | 2.23 | -0.70 | -9.41 | -8.49 | 1.71 | 0.39 |
| Sharpe Ratio | NA | 1.56 | -1.28 | NA | NA | NA | NA | … | … | 2.40 | -0.24 | -2.41 | -2.79 | -0.97 | 3.20 |
| Standard Deviation(%) | NA | 1.15 | 3.33 | NA | NA | NA | NA | … | … | 1.26 | 3.35 | 3.94 | 3.37 | 1.36 | 1.87 |
| Draw Down(%) | NA | 0.48 | 15.40 | NA | NA | NA | NA | … | … | 0.13 | 2.54 | 9.62 | 9.10 | 1.21 | 0.00 |
| Yield(%) | 0.00 | 0.53 | 1.04 | 1.80 | 0.90 | 0.60 | 0.45 | … | … | 0.39 | 0.71 | 1.06 | 3.49 | 3.48 | 0.29 |
Data as of 09/23/2011, Common starting date is 12/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYTX (Schwab Tax-Free YieldPlus ) |
-6.46%
May 2007 – May 2010 |
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 |
|---|---|---|---|---|
| SWYTX (Schwab Tax-Free YieldPlus ) |
-4.06%
Apr 2008 – Apr 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart