Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/14/2009.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SWPEX (Schwab S&P 500 Index e.Sh) NA 6.18% -6.90% 0.72% -0.52% NA NA 5.07%
More Performance Analytics Comparison
Name Start Date End Date
SWPEX (Schwab S&P 500 Index e.Sh) 10/28/1996 10/14/2009
The return data shown below all have the same latest date: 10/14/2009.
AR inception is since 10/28/1996.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 6.18 -6.90 0.72 -0.52 NA NA 5.07 16.35 -36.74 5.41 15.65 4.81 10.62 28.33 -22.26 -12.15 -9.25 20.68 28.09 32.73 6.63
Sharpe Ratio NA 0.15 -0.28 -0.05 -0.11 NA NA -0.04 0.73 -0.92 0.15 1.24 0.26 0.87 1.62 -0.90 -0.68 -0.60 0.88 1.22 -1.24 3.47
Standard Deviation(%) NA 39.58 29.79 24.21 22.52 NA NA 21.51 29.01 40.67 15.92 9.97 10.28 11.09 17.04 25.91 21.55 22.19 19.83 20.36 18.06 11.82
Draw Down(%) NA 31.73 55.05 55.05 55.05 NA NA 55.05 27.14 47.44 9.82 7.46 7.04 7.50 13.81 33.06 29.21 16.59 11.85 19.20 10.70 4.70
Yield(%) 0.00 2.68 1.88 2.15 1.47 2.07 1.56 2.59 0.00 1.89 1.90 1.88 1.80 1.83 1.61 1.19 0.94 0.89 1.45 1.09 1.20 0.98
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWPEX (Schwab S&P 500 Index e.Sh) -16.26%
Mar 2000 - Mar 2003 		-6.65%
Feb 2004 - Feb 2009 		-3.56%
Feb 1999 - Feb 2009 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWPEX (Schwab S&P 500 Index e.Sh) 27.07%
Dec 1996 - Dec 1999 		15.26%
Sep 2002 - Sep 2007 		8.15%
Dec 1996 - Dec 2006 		0.00%
NA
Annualized Rolling Returns Comparison Chart