Charles Schwab Conservative Income vs All Country World Bonds Portfolio Comparison

Last Update: 31 March 2024

The Charles Schwab Conservative Income Portfolio obtained a 4.43% compound annual return, with a 3.59% standard deviation, in the last 30 Years.

The All Country World Bonds Portfolio obtained a 5.30% compound annual return, with a 4.59% standard deviation, in the last 30 Years.

Summary

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Charles Schwab Conservative Income Portfolio All Country World Bonds Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 5% 0%
Fixed Income 95% 100%
Commodities 0% 0%
30 Years Stats Return +4.43% +5.30%
Std Dev 3.59% 4.59%
Max Drawdown -11.50% -17.60%
All time Stats
(Since Jan 1985)		 Return +5.67% +6.66%
Std Dev 3.84% 4.90%
Max Drawdown -11.50% -17.60%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Charles Schwab Conservative Income Portfolio +0.74 +5.49 +3.15 +1.51 +1.99 +4.43 +5.67
All Country World Bonds Portfolio +1.12 +6.95 +4.00 +0.33 +1.89 +5.30 +6.66
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Charles Schwab Conservative Income Portfolio: an investment of 1$, since April 1994, now would be worth 3.67$, with a total return of 266.66% (4.43% annualized).

All Country World Bonds Portfolio: an investment of 1$, since April 1994, now would be worth 4.71$, with a total return of 370.62% (5.30% annualized).

Charles Schwab Conservative Income Portfolio: an investment of 1$, since January 1985, now would be worth 8.70$, with a total return of 770.04% (5.67% annualized).

All Country World Bonds Portfolio: an investment of 1$, since January 1985, now would be worth 12.55$, with a total return of 1155.18% (6.66% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Charles Schwab Conservative Income Portfolio
All Country World Bonds Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.60% Jan 2021 Oct 2022 (22) In progress (39) 10.55
-11.50% Jan 2022 Sep 2022 (9) In progress (27) 7.50
-8.82% Mar 2008 Oct 2008 (8) Dec 2008 (10) 3.50
-7.01% May 2008 Oct 2008 (6) Jul 2009 (15) 3.26
-5.16% May 2013 Aug 2013 (4) May 2014 (13) 3.09
-4.32% May 2013 Aug 2013 (4) May 2014 (13) 2.65
-3.92% Mar 2020 Mar 2020 (1) Jun 2020 (4) 1.86
-3.54% Oct 2016 Nov 2016 (2) Aug 2017 (11) 1.91
-3.22% Jun 2003 Jul 2003 (2) Sep 2003 (4) 1.81
-3.02% Apr 2004 May 2004 (2) Aug 2004 (5) 2.02
-3.00% Jan 2009 Feb 2009 (2) Apr 2009 (4) 1.69
-2.79% Apr 2004 Apr 2004 (1) Aug 2004 (5) 1.77
-2.69% May 1999 Aug 1999 (4) Nov 1999 (7) 1.71
-2.57% Mar 2020 Mar 2020 (1) May 2020 (3) 1.29
-2.55% Aug 2016 Nov 2016 (4) Aug 2017 (13) 1.16
-2.42% Apr 1994 Jun 1994 (3) Feb 1995 (11) 1.42
-2.40% Dec 1996 Mar 1997 (4) May 1997 (6) 1.28
-2.38% Feb 2015 Jun 2015 (5) Mar 2016 (14) 1.59
-2.23% Feb 2015 Jun 2015 (5) Feb 2016 (13) 1.09
-2.17% Nov 2010 Dec 2010 (2) May 2011 (7) 1.48

Drawdown comparison chart since January 1985.

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Charles Schwab Conservative Income Portfolio
All Country World Bonds Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.60% Jan 2021 Oct 2022 (22) In progress (39) 10.55
-11.50% Jan 2022 Sep 2022 (9) In progress (27) 7.50
-8.82% Mar 2008 Oct 2008 (8) Dec 2008 (10) 3.50
-7.01% May 2008 Oct 2008 (6) Jul 2009 (15) 3.26
-6.85% Feb 1994 Jun 1994 (5) May 1995 (16) 4.92
-5.71% Mar 1987 Sep 1987 (7) Jan 1988 (11) 3.06
-5.16% May 2013 Aug 2013 (4) May 2014 (13) 3.09
-4.80% Feb 1994 Jun 1994 (5) Mar 1995 (14) 3.45
-4.32% May 2013 Aug 2013 (4) May 2014 (13) 2.65
-3.92% Mar 2020 Mar 2020 (1) Jun 2020 (4) 1.86
-3.90% Mar 1987 Sep 1987 (7) Jan 1988 (11) 2.04
-3.54% Oct 2016 Nov 2016 (2) Aug 2017 (11) 1.91
-3.22% Jun 2003 Jul 2003 (2) Sep 2003 (4) 1.81
-3.02% Apr 2004 May 2004 (2) Aug 2004 (5) 2.02
-3.00% Jan 2009 Feb 2009 (2) Apr 2009 (4) 1.69
-2.97% Jan 1990 Apr 1990 (4) May 1990 (5) 1.80
-2.83% Feb 1985 Feb 1985 (1) Apr 1985 (3) 1.42
-2.79% Apr 2004 Apr 2004 (1) Aug 2004 (5) 1.77
-2.69% May 1999 Aug 1999 (4) Nov 1999 (7) 1.71
-2.62% May 1986 May 1986 (1) Jun 1986 (2) 1.51

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+0.03%
 -0.71%
-0.12%
 -1.22%
2023
+5.79%
 -3.43%
+7.31%
 -4.10%
2022
-9.97%
 -11.50%
-13.82%
 -15.86%
2021
+2.43%
 -1.40%
-2.06%
 -3.44%
2020
+5.45%
 -2.57%
+6.30%
 -3.92%
2019
+8.37%
 -0.27%
+9.49%
 -0.86%
2018
-0.17%
 -1.84%
+0.10%
 -1.92%
2017
+2.91%
 -0.28%
+4.16%
 -0.40%
2016
+3.48%
 -2.55%
+4.27%
 -3.54%
2015
-0.30%
 -2.38%
+0.85%
 -2.23%
2014
+5.05%
 -1.20%
+6.88%
 -0.66%
2013
-1.91%
 -4.32%
-2.50%
 -5.16%
2012
+4.58%
 -0.18%
+7.45%
 -0.22%
2011
+6.88%
 -0.61%
+8.12%
 -0.42%
2010
+6.25%
 -1.09%
+7.71%
 -2.17%
2009
+7.40%
 -3.86%
+9.48%
 -3.00%
2008
-0.05%
 -7.01%
+2.29%
 -8.82%
2007
+5.65%
 -1.21%
+6.05%
 -1.42%
2006
+5.45%
 -0.71%
+4.63%
 -1.46%
2005
+3.19%
 -1.10%
+4.71%
 -1.32%
2004
+5.92%
 -2.79%
+6.09%
 -3.02%
2003
+6.47%
 -2.06%
+8.25%
 -3.22%
2002
+7.47%
 -0.98%
+9.30%
 -1.07%
2001
+7.06%
 -0.84%
+12.23%
 -0.35%
2000
+10.92%
 -0.02%
+11.10%
 -0.72%
1999
+0.05%
 -1.43%
+3.71%
 -2.69%
1998
+6.75%
 -0.25%
+8.51%
 -2.13%
1997
+8.91%
 -0.83%
+5.56%
 -2.07%
1996
+5.56%
 -1.96%
+8.94%
 -2.00%
1995
+15.82%
 0.00%
+20.40%
 -0.22%
1994
-2.12%
 -4.80%
-5.13%
 -6.85%
1993
+10.51%
 -0.90%
+14.09%
 -0.38%
1992
+7.63%
 -1.15%
+9.20%
 -1.73%
1991
+15.73%
 -0.03%
+18.81%
 -0.40%
1990
+6.08%
 -1.67%
+7.31%
 -2.97%
1989
+11.52%
 -0.97%
+12.84%
 -1.53%
1988
+7.76%
 -1.64%
+7.90%
 -2.11%
1987
+2.12%
 -3.90%
+1.20%
 -5.71%
1986
+13.85%
 -1.69%
+15.08%
 -2.62%
1985
+19.26%
 -1.36%
+22.99%
 -2.83%