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 |
|---|---|---|---|---|---|---|---|---|
| SWEGX (SCHWAB MARKETTRACK ALL EQUITY PORTFOLIO INVESTOR SHARES) | -1.42% | 1.91% | 3.60% | 9.35% | 6.20% | 7.81% | 6.86% | 6.03% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWEGX (SCHWAB MARKETTRACK ALL EQUITY PORTFOLIO INVESTOR SHARES) | 05/29/1998 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 05/29/1998.
AR inception is since 05/29/1998.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.32 | 1.91 | 3.60 | 9.35 | 6.20 | 7.81 | 6.86 | 6.03 | -1.42 | 6.30 | 19.28 | -18.98 | 20.30 | 5.11 | 25.59 | -9.54 | 19.82 | 13.60 | -2.80 | 4.93 | 29.74 | 16.50 | -3.71 | 14.88 | 28.96 | -38.04 | 6.12 | 18.37 | 6.83 | 13.98 | 33.96 | -20.06 | -13.05 | -8.91 | 25.06 | 4.60 |
| Sharpe Ratio | NA | -0.24 | -0.04 | 0.41 | 0.25 | NA | NA | 0.23 | -0.30 | -0.02 | 1.16 | -0.94 | 1.54 | 0.14 | 2.02 | -0.73 | 2.63 | 0.91 | -0.19 | 0.42 | 2.51 | 1.15 | -0.14 | 0.72 | 0.98 | -0.95 | 0.19 | 1.28 | 0.44 | 1.13 | 2.23 | -0.98 | -0.83 | -0.72 | 1.68 | 0.23 |
| Standard Deviation(%) | NA | 18.81 | 17.64 | 17.41 | 17.99 | NA | NA | 19.16 | 24.35 | 14.42 | 13.02 | 21.82 | 13.18 | 34.92 | 11.99 | 14.95 | 7.34 | 14.73 | 14.72 | 11.62 | 11.82 | 14.48 | 26.02 | 20.43 | 29.59 | 41.05 | 16.47 | 11.80 | 10.57 | 11.58 | 14.93 | 21.65 | 18.83 | 18.10 | 12.98 | 20.20 |
| Draw Down(%) | NA | 21.32 | 21.32 | 26.15 | 36.08 | NA | NA | 57.62 | 16.19 | 10.87 | 11.66 | 24.87 | 6.00 | 36.08 | 6.90 | 19.70 | 2.56 | 11.65 | 13.97 | 9.40 | 6.69 | 12.19 | 23.20 | 16.33 | 29.63 | 49.86 | 10.38 | 10.77 | 7.42 | 8.77 | 14.70 | 31.22 | 29.36 | 16.37 | 7.71 | 23.52 |
| Yield(%) | 0.00 | 0.00 | 1.09 | 1.74 | 3.60 | 4.39 | 4.17 | 3.92 | 0.00 | 0.00 | 2.15 | 1.27 | 2.28 | 1.12 | 7.70 | 4.18 | 4.01 | 5.01 | 9.90 | 1.44 | 2.01 | 2.97 | 0.63 | 1.30 | 1.69 | 5.26 | 1.64 | 2.23 | 1.19 | 1.17 | 1.19 | 1.48 | 1.77 | 1.88 | 1.51 | 0.53 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWEGX (SCHWAB MARKETTRACK ALL EQUITY PORTFOLIO INVESTOR SHARES) |
-16.38%
Mar 2000 - Mar 2003 |
-6.03%
Feb 2004 - Feb 2009 |
-1.93%
Feb 1999 - Feb 2009 |
3.72%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWEGX (SCHWAB MARKETTRACK ALL EQUITY PORTFOLIO INVESTOR SHARES) |
25.19%
Feb 2009 - Feb 2012 |
22.27%
Feb 2009 - Feb 2014 |
14.27%
Feb 2009 - Feb 2019 |
11.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart