Schwab Total Return Bond
0.01%April 14 | MyPlanIQ portfolio symbol P_46880

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


This portfolio is for fixed income investments in Schwab. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:

For its smart usage in other asset allocation portfolios, see the following:

Candidate funds used in this portfolio:
Asset Class Ticker Description Rating
FIXED INCOME


Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
Multisector Bond PONAX PIMCO Income A
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Intermediate-Term Bond WABRX Western Asset Core Bond R
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Multisector Bond LSBRX Loomis Sayles Bond Retail


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Holdings




Historical Performance


The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2025.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Schwab Total Return Bond 0.77% 1.43% 1.34% 0.39% 2.08% 4.60% 5.73% 6.80%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.77% 26.20% 11.74% 15.10% 13.50% 14.13% 10.53% 8.60%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 2.11% 12.75% 4.27% 6.43% 6.23% 7.14% 6.01% 5.66%

Schwab Total Return Bond Return Calculator

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Calculators


Dollar Cost Average Calculator for Schwab Total Return Bond

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Retirement Spending Calculator for Schwab Total Return Bond

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Rolling Returns


From 12/31/2000 to 04/14/2025, the worst annualized return of 3-year rolling returns for Schwab Total Return Bond is -1.47%.

From 12/31/2000 to 04/14/2025, the worst annualized return of 5-year rolling returns for Schwab Total Return Bond is 0.39%.

From 12/31/2000 to 04/14/2025, the worst annualized return of 10-year rolling returns for Schwab Total Return Bond is 2.07%.


Maximum Drawdown

Schwab Total Return Bond Maximum Drawdown