Last Update: 31 July 2022

The Charles Schwab Conservative Income Portfolio obtained a 4.75% compound annual return, with a 3.40% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 7.01% compound annual return, with a 8.47% standard deviation, in the last 30 Years.

Summary

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Charles Schwab Conservative Income Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 5% 0%
Fixed Income 95% 100%
Commodities 0% 0%
30 Years Stats Return +4.75% +7.01%
Std Dev 3.40% 8.47%
Max Drawdown -8.22% -23.97%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Charles Schwab Conservative Income Portfolio +2.68 -3.96 -5.35 +2.12 +1.94 +4.75 +4.81
High Yield Bonds Income Portfolio +5.66 -10.02 -13.29 +1.39 +3.02 +7.01 +7.16
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Charles Schwab Conservative Income Portfolio: an investment of 1000$, since August 1992, now would be worth 4021.20$, with a total return of 302.12% (4.75% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since August 1992, now would be worth 7638.64$, with a total return of 663.86% (7.01% annualized).

Charles Schwab Conservative Income Portfolio: an investment of 1000$, since January 1992, now would be worth 4207.60$, with a total return of 320.76% (4.81% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8291.92$, with a total return of 729.19% (7.16% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Charles Schwab Conservative Income Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-8.22% Jan 2022 Jun 2022
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-7.01% May 2008 Oct 2008
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-4.80% Feb 1994 Jun 1994
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.40% Aug 2011 Sep 2011
-4.32% May 2013 Aug 2013
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007
-3.60% May 1999 Aug 1999
-3.49% Sep 2001 Sep 2001

Drawdown comparison chart since January 1992.

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Charles Schwab Conservative Income Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-8.22% Jan 2022 Jun 2022
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-7.01% May 2008 Oct 2008
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-4.80% Feb 1994 Jun 1994
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.40% Aug 2011 Sep 2011
-4.32% May 2013 Aug 2013
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007
-3.60% May 1999 Aug 1999
-3.49% Sep 2001 Sep 2001

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Charles Schwab Conservative Income Portfolio High Yield Bonds Income Portfolio
2022
-5.76% -13.13%
2021
+2.43% +0.88%
2020
+5.45% +7.08%
2019
+8.37% +16.98%
2018
-0.17% -4.53%
2017
+2.91% +8.78%
2016
+3.48% +12.01%
2015
-0.30% -3.94%
2014
+5.05% +6.28%
2013
-1.91% -0.40%
2012
+4.58% +12.61%
2011
+6.88% +9.07%
2010
+6.25% +11.52%
2009
+7.40% +23.52%
2008
-0.05% -10.54%
2007
+5.65% +3.36%
2006
+5.45% +7.28%
2005
+3.19% +5.61%
2004
+5.92% +9.55%
2003
+6.47% +18.30%
2002
+7.47% +7.38%
2001
+7.06% +10.89%
2000
+10.92% +6.15%
1999
+0.05% +6.34%
1998
+6.75% +2.17%
1997
+8.91% +13.61%
1996
+5.56% +14.28%
1995
+15.82% +22.64%
1994
-2.12% -4.27%
1993
+10.51% +18.58%
1992
+7.63% +12.00%
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