Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/09/2009.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SWPIX (Schwab S&P 500 Index Inv) NA 16.26% -6.58% 0.22% -1.01% NA NA 4.89%
More Performance Analytics Comparison
Name Start Date End Date
SWPIX (Schwab S&P 500 Index Inv) 07/01/1996 10/09/2009
The return data shown below all have the same latest date: 10/09/2009.
AR inception is since 07/01/1996.
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 16.26 -6.58 0.22 -1.01 NA NA 4.89 16.34 -36.85 5.30 15.48 4.65 10.53 28.16 -22.30 -12.15 -9.34 20.60 28.55 32.48 10.54
Sharpe Ratio NA 0.40 -0.28 -0.07 -0.13 NA NA -0.03 0.74 -0.93 0.14 1.23 0.24 0.86 1.61 -0.90 -0.68 -0.60 0.96 1.24 -1.25 1.59
Standard Deviation(%) NA 40.74 29.68 24.14 22.50 NA NA 21.20 29.16 40.62 15.93 9.98 10.26 11.12 17.03 25.87 21.53 22.20 18.05 20.39 18.07 11.68
Draw Down(%) NA 31.78 55.16 55.16 55.16 NA NA 55.16 27.19 47.50 9.83 7.46 6.99 7.55 13.81 33.06 29.21 16.64 11.87 19.22 10.72 7.14
Yield(%) 0.00 2.74 1.75 1.95 1.31 2.03 1.52 2.34 0.00 1.76 1.74 1.71 1.63 1.74 1.53 1.14 0.89 0.76 1.30 1.50 1.13 0.91
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWPIX (Schwab S&P 500 Index Inv) -16.33%
Mar 2000 - Mar 2003 		-6.77%
Feb 2004 - Feb 2009 		-3.65%
Feb 1999 - Feb 2009 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWPIX (Schwab S&P 500 Index Inv) 28.08%
Aug 1996 - Aug 1999 		15.12%
Sep 2002 - Sep 2007 		8.56%
Aug 1996 - Aug 2006 		0.00%
NA
Annualized Rolling Returns Comparison Chart