Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCHR (Schwab Intermediate-Term US Treasury ETF) | 2.31% | 7.54% | 2.59% | -0.23% | 1.61% | NA | NA | 2.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHR (Schwab Intermediate-Term US Treasury ETF) | 08/05/2010 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 08/05/2010.
AR inception is since 08/05/2010.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 7.54 | 2.59 | -0.23 | 1.61 | NA | NA | 2.21 | 2.31 | 3.32 | 5.16 | -9.60 | -2.00 | 8.38 | 6.19 | 1.46 | 1.59 | 0.95 | 1.56 | 4.45 | -2.70 | 2.06 | 10.36 | -0.89 |
| Sharpe Ratio | NA | 2.31 | -33.13 | -55.05 | -2.40 | NA | NA | 20.53 | 48.84 | -67.31 | 13.36 | -156.76 | -64.14 | 200.72 | 133.48 | 5.31 | 34.81 | 21.01 | 36.67 | 137.23 | -76.91 | 64.54 | 196.79 | -36.76 |
| Standard Deviation(%) | NA | 4.68 | 6.18 | 5.27 | 4.51 | NA | NA | 4.41 | 4.83 | 4.87 | 6.82 | 7.03 | 3.15 | 4.04 | 3.58 | 2.78 | 2.78 | 3.53 | 4.18 | 3.23 | 3.56 | 3.14 | 5.25 | 6.15 |
| Draw Down(%) | NA | 4.07 | 7.62 | 14.74 | 14.74 | NA | NA | 14.74 | 2.07 | 3.52 | 6.10 | 12.40 | 2.92 | 2.21 | 2.26 | 2.66 | 2.17 | 5.22 | 2.68 | 1.31 | 5.25 | 2.56 | 2.48 | 5.26 |
| Yield(%) | 0.00 | 3.54 | 3.75 | 2.67 | 2.39 | 2.16 | 1.62 | 2.31 | 0.37 | 5.05 | 4.02 | 2.78 | 1.58 | 2.35 | 2.40 | 2.10 | 1.65 | 1.44 | 1.56 | 1.48 | 1.03 | 1.01 | 1.66 | 0.56 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHR (Schwab Intermediate-Term US Treasury ETF) |
-4.18%
Oct 2020 - Oct 2023 |
-0.08%
Mar 2020 - Mar 2025 |
0.71%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHR (Schwab Intermediate-Term US Treasury ETF) |
5.66%
Jul 2018 - Jul 2021 |
3.87%
Jun 2015 - Jun 2020 |
3.36%
Dec 2010 - Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart