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 |
|---|---|---|---|---|---|---|---|---|
| SCHX (Schwab U.S. Large-Cap ETF) | -8.50% | 8.10% | 10.62% | 18.23% | 14.11% | 14.53% | NA | 15.83% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHX (Schwab U.S. Large-Cap ETF) | 11/03/2009 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 11/03/2009.
AR inception is since 11/03/2009.
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.21 | 8.10 | 10.62 | 18.23 | 14.11 | 14.53 | NA | 15.83 | -8.50 | 26.50 | 29.81 | -16.81 | 28.53 | 25.79 | 34.09 | -0.64 | 23.07 | 14.21 | 3.05 | 14.34 | 33.50 | 17.12 | 2.65 | 18.01 | 7.34 |
| Sharpe Ratio | NA | -9.72 | 31.36 | 84.89 | 67.07 | NA | NA | 81.10 | -110.49 | 154.22 | 194.40 | -73.99 | 213.96 | 73.53 | 259.95 | -11.48 | 331.16 | 106.18 | 19.74 | 126.87 | 303.40 | 134.88 | 11.26 | 100.42 | 433.74 |
| Standard Deviation(%) | NA | 18.98 | 18.74 | 18.18 | 18.47 | NA | NA | 17.56 | 28.87 | 12.91 | 13.27 | 24.68 | 13.32 | 34.61 | 12.57 | 17.08 | 6.81 | 13.19 | 15.30 | 11.29 | 11.03 | 12.77 | 23.28 | 17.85 | 12.96 |
| Draw Down(%) | NA | 19.28 | 19.28 | 23.71 | 34.33 | NA | NA | 34.33 | 19.28 | 8.55 | 9.60 | 23.70 | 5.23 | 34.33 | 6.65 | 18.45 | 2.54 | 10.87 | 11.86 | 6.76 | 5.76 | 9.80 | 19.27 | 15.62 | 1.64 |
| Yield(%) | 0.00 | 1.51 | 3.36 | 3.62 | 4.93 | 7.06 | 6.26 | 8.35 | 0.00 | 2.66 | 4.45 | 1.94 | 3.10 | 5.77 | 4.97 | 6.04 | 3.01 | 4.39 | 4.03 | 2.95 | 2.96 | 3.42 | 2.89 | 3.52 | 0.20 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHX (Schwab U.S. Large-Cap ETF) |
7.84%
Mar 2017 - Mar 2020 |
8.88%
Mar 2015 - Mar 2020 |
12.29%
Mar 2010 - Mar 2020 |
15.11%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHX (Schwab U.S. Large-Cap ETF) |
29.43%
Dec 2018 - Dec 2021 |
22.40%
Oct 2016 - Oct 2021 |
19.00%
Sep 2011 - Sep 2021 |
16.47%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart