Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWCGX (SCHWAB MARKETTRACK CONSERVATIVE PORTFOLIO INVESTOR SHARES) | 0.27% | 0.37% | -0.53% | 1.17% | 2.27% | 3.75% | 3.67% | 4.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWCGX (SCHWAB MARKETTRACK CONSERVATIVE PORTFOLIO INVESTOR SHARES) | 12/26/1995 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/26/1995.
AR inception is since 12/26/1995.
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | 0.37 | -0.53 | 1.17 | 2.27 | 3.75 | 3.67 | 4.65 | 0.27 | -0.48 | 6.92 | -15.60 | 4.24 | 7.63 | 14.92 | -3.70 | 9.27 | 6.48 | -0.83 | 5.35 | 9.81 | 7.92 | 3.33 | 9.53 | 14.11 | -18.36 | 4.91 | 9.52 | 3.98 | 7.81 | 15.05 | -4.02 | -0.35 | 2.71 | 8.69 | 11.57 | 14.70 | 8.14 | 0.36 |
| Sharpe Ratio | NA | -0.58 | -0.50 | -0.15 | 0.07 | NA | NA | 0.38 | -0.20 | -0.76 | 0.32 | -1.55 | 0.67 | 0.55 | 3.12 | -0.86 | 3.00 | 1.14 | -0.15 | 1.21 | 1.90 | 1.57 | 0.35 | 1.23 | 1.21 | -1.23 | 0.31 | 1.24 | 0.39 | 1.34 | 2.47 | -0.65 | -0.35 | -0.18 | 0.87 | 1.27 | 1.82 | 0.77 | 19.17 |
| Standard Deviation(%) | NA | 10.37 | 9.80 | 8.91 | 8.02 | NA | NA | 7.68 | 10.35 | 9.32 | 8.40 | 10.99 | 6.30 | 13.29 | 4.33 | 5.85 | 2.89 | 5.52 | 5.62 | 4.39 | 5.14 | 5.04 | 9.38 | 7.67 | 11.58 | 15.65 | 6.21 | 5.06 | 4.60 | 5.14 | 5.81 | 7.85 | 7.68 | 7.58 | 6.27 | 6.48 | 6.10 | 5.99 | 1.68 |
| Draw Down(%) | NA | 13.16 | 13.16 | 21.56 | 21.56 | NA | NA | 30.19 | 6.78 | 9.28 | 7.34 | 18.50 | 3.75 | 15.86 | 1.82 | 7.86 | 1.22 | 3.55 | 5.99 | 3.05 | 4.37 | 3.84 | 7.15 | 5.32 | 13.75 | 26.40 | 4.00 | 3.85 | 2.87 | 4.87 | 4.84 | 10.27 | 9.40 | 5.24 | 4.44 | 7.97 | 4.40 | 3.21 | 0.00 |
| Yield(%) | 0.00 | 2.42 | 2.20 | 2.09 | 3.05 | 3.24 | 3.33 | 4.36 | 0.00 | 2.88 | 2.60 | 1.58 | 1.64 | 1.72 | 3.69 | 4.46 | 3.58 | 2.59 | 7.33 | 1.64 | 1.62 | 1.79 | 2.40 | 2.11 | 2.82 | 3.68 | 4.32 | 4.96 | 2.76 | 2.39 | 3.05 | 2.79 | 4.44 | 4.92 | 3.15 | 4.35 | 5.44 | 3.47 | 0.36 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWCGX (SCHWAB MARKETTRACK CONSERVATIVE PORTFOLIO INVESTOR SHARES) |
-5.97%
Feb 2006 - Feb 2009 |
-1.44%
Feb 2004 - Feb 2009 |
1.72%
Feb 1999 - Feb 2009 |
2.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWCGX (SCHWAB MARKETTRACK CONSERVATIVE PORTFOLIO INVESTOR SHARES) |
14.15%
Feb 2009 - Feb 2012 |
11.45%
Feb 2009 - Feb 2014 |
7.63%
Feb 2009 - Feb 2019 |
5.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart