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 Stocks/Bonds 20/80 Momentum Portfolio obtained a 6.34% compound annual return, with a 4.92% standard deviation, in the last 30 Years.
Summary
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| Charles Schwab Conservative Income Portfolio | Stocks/Bonds 20/80 Momentum Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Low | Low | |
| Asset Allocation | Stocks | 5% | 20% |
| Fixed Income | 95% | 80% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +4.43% | +6.34% |
| Std Dev | 3.59% | 4.92% | |
| Max Drawdown | -11.50% | -17.91% | |
| All time Stats (Since Jan 1985) |
Return | +5.67% | +7.56% |
| Std Dev | 3.84% | 5.27% | |
| Max Drawdown | -11.50% | -17.91% | |
| 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 |
| Stocks/Bonds 20/80 Momentum Portfolio | +1.32 | +11.39 | +8.01 | +2.78 | +3.95 | +6.34 | +7.56 |
| 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).
Stocks/Bonds 20/80 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 6.33$, with a total return of 532.97% (6.34% annualized).
Stocks/Bonds 20/80 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 6.33$, with a total return of 532.97% (6.34% 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).
Stocks/Bonds 20/80 Momentum Portfolio: an investment of 1$, since January 1985, now would be worth 17.50$, with a total return of 1649.96% (7.56% annualized).
Stocks/Bonds 20/80 Momentum Portfolio: an investment of 1$, since January 1985, now would be worth 17.50$, with a total return of 1649.96% (7.56% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Charles Schwab Conservative Income Portfolio
|
Stocks/Bonds 20/80 Momentum Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -17.91% | Nov 2021 | Sep 2022 (11) | In progress (29) | 12.31 | |||||
| -11.50% | Jan 2022 | Sep 2022 (9) | In progress (27) | 7.50 | |||||
| -9.00% | Jan 2008 | Oct 2008 (10) | Aug 2009 (20) | 4.15 | |||||
| -7.01% | May 2008 | Oct 2008 (6) | Jul 2009 (15) | 3.26 | |||||
| -4.32% | May 2013 | Aug 2013 (4) | May 2014 (13) | 2.65 | |||||
| -3.64% | Aug 2016 | Nov 2016 (4) | Apr 2017 (9) | 1.84 | |||||
| -3.46% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.73 | |||||
| -3.12% | Sep 2018 | Oct 2018 (2) | Feb 2019 (6) | 1.75 | |||||
| -2.95% | Jan 2021 | Mar 2021 (3) | Jun 2021 (6) | 1.39 | |||||
| -2.79% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 1.77 | |||||
| -2.57% | Mar 2020 | Mar 2020 (1) | May 2020 (3) | 1.29 | |||||
| -2.55% | Aug 2016 | Nov 2016 (4) | Aug 2017 (13) | 1.16 | |||||
| -2.48% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 1.41 | |||||
| -2.38% | Feb 2015 | Jun 2015 (5) | Mar 2016 (14) | 1.59 | |||||
| -2.37% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 1.53 | |||||
| -2.29% | Jul 2003 | Jul 2003 (1) | Sep 2003 (3) | 1.35 | |||||
| -2.26% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.22 | |||||
| -2.20% | Sep 1994 | Nov 1994 (3) | Jan 1995 (5) | 1.37 | |||||
| -2.06% | Jul 2003 | Jul 2003 (1) | Sep 2003 (3) | 1.25 | |||||
| -2.01% | Feb 2001 | Mar 2001 (2) | Jul 2001 (6) | 1.04 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Charles Schwab Conservative Income Portfolio
|
Stocks/Bonds 20/80 Momentum Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -17.91% | Nov 2021 | Sep 2022 (11) | In progress (29) | 12.31 | |||||
| -11.50% | Jan 2022 | Sep 2022 (9) | In progress (27) | 7.50 | |||||
| -9.00% | Jan 2008 | Oct 2008 (10) | Aug 2009 (20) | 4.15 | |||||
| -7.01% | May 2008 | Oct 2008 (6) | Jul 2009 (15) | 3.26 | |||||
| -6.53% | Sep 1987 | Nov 1987 (3) | Feb 1988 (6) | 3.65 | |||||
| -5.46% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.79 | |||||
| -4.80% | Feb 1994 | Jun 1994 (5) | Mar 1995 (14) | 3.45 | |||||
| -4.32% | May 2013 | Aug 2013 (4) | May 2014 (13) | 2.65 | |||||
| -3.90% | Mar 1987 | Sep 1987 (7) | Jan 1988 (11) | 2.04 | |||||
| -3.64% | Aug 2016 | Nov 2016 (4) | Apr 2017 (9) | 1.84 | |||||
| -3.46% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.73 | |||||
| -3.15% | Sep 1986 | Sep 1986 (1) | Nov 1986 (3) | 1.63 | |||||
| -3.12% | Sep 2018 | Oct 2018 (2) | Feb 2019 (6) | 1.75 | |||||
| -2.95% | Jan 2021 | Mar 2021 (3) | Jun 2021 (6) | 1.39 | |||||
| -2.90% | Aug 1990 | Sep 1990 (2) | Nov 1990 (4) | 1.92 | |||||
| -2.82% | Apr 1987 | May 1987 (2) | Jul 1987 (4) | 1.78 | |||||
| -2.80% | Mar 1988 | May 1988 (3) | Jun 1988 (4) | 1.73 | |||||
| -2.79% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 1.77 | |||||
| -2.78% | Jan 1990 | Jan 1990 (1) | May 1990 (5) | 1.74 | |||||
| -2.57% | Mar 2020 | Mar 2020 (1) | May 2020 (3) | 1.29 | |||||
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.
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% |
+3.35%
|
0.00% |
| 2023 |
+5.79%
|
-3.43% |
+6.16%
|
-5.43% |
| 2022 |
-9.97%
|
-11.50% |
-14.14%
|
-17.00% |
| 2021 |
+2.43%
|
-1.40% |
+1.18%
|
-2.95% |
| 2020 |
+5.45%
|
-2.57% |
+12.14%
|
-3.46% |
| 2019 |
+8.37%
|
-0.27% |
+12.52%
|
-0.69% |
| 2018 |
-0.17%
|
-1.84% |
-0.42%
|
-3.12% |
| 2017 |
+2.91%
|
-0.28% |
+10.35%
|
0.00% |
| 2016 |
+3.48%
|
-2.55% |
+3.02%
|
-3.64% |
| 2015 |
-0.30%
|
-2.38% |
+2.23%
|
-1.48% |
| 2014 |
+5.05%
|
-1.20% |
+7.58%
|
-0.83% |
| 2013 |
-1.91%
|
-4.32% |
+5.23%
|
-2.48% |
| 2012 |
+4.58%
|
-0.18% |
+5.51%
|
-0.69% |
| 2011 |
+6.88%
|
-0.61% |
+7.52%
|
-0.70% |
| 2010 |
+6.25%
|
-1.09% |
+8.56%
|
-0.70% |
| 2009 |
+7.40%
|
-3.86% |
+6.40%
|
-6.03% |
| 2008 |
-0.05%
|
-7.01% |
-2.70%
|
-9.00% |
| 2007 |
+5.65%
|
-1.21% |
+9.07%
|
-0.41% |
| 2006 |
+5.45%
|
-0.71% |
+5.53%
|
-1.33% |
| 2005 |
+3.19%
|
-1.10% |
+5.74%
|
-1.35% |
| 2004 |
+5.92%
|
-2.79% |
+6.73%
|
-2.37% |
| 2003 |
+6.47%
|
-2.06% |
+8.38%
|
-2.29% |
| 2002 |
+7.47%
|
-0.98% |
+4.15%
|
-1.79% |
| 2001 |
+7.06%
|
-0.84% |
+3.27%
|
-2.01% |
| 2000 |
+10.92%
|
-0.02% |
+7.19%
|
-1.52% |
| 1999 |
+0.05%
|
-1.43% |
+7.48%
|
-1.73% |
| 1998 |
+6.75%
|
-0.25% |
+16.62%
|
-1.24% |
| 1997 |
+8.91%
|
-0.83% |
+14.93%
|
-1.81% |
| 1996 |
+5.56%
|
-1.96% |
+8.83%
|
-1.37% |
| 1995 |
+15.82%
|
0.00% |
+23.01%
|
0.00% |
| 1994 |
-2.12%
|
-4.80% |
-2.34%
|
-5.46% |
| 1993 |
+10.51%
|
-0.90% |
+10.39%
|
-0.92% |
| 1992 |
+7.63%
|
-1.15% |
+6.58%
|
-1.69% |
| 1991 |
+15.73%
|
-0.03% |
+19.58%
|
-0.95% |
| 1990 |
+6.08%
|
-1.67% |
+7.22%
|
-2.90% |
| 1989 |
+11.52%
|
-0.97% |
+19.47%
|
-0.82% |
| 1988 |
+7.76%
|
-1.64% |
+7.30%
|
-2.80% |
| 1987 |
+2.12%
|
-3.90% |
+1.70%
|
-6.53% |
| 1986 |
+13.85%
|
-1.69% |
+16.62%
|
-3.15% |
| 1985 |
+19.26%
|
-1.36% |
+24.27%
|
-1.28% |
