Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWHYX (Schwab Opportunistic Municipal Bond Fund) | 2.07% | 7.56% | 3.89% | 0.43% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWHYX (Schwab Opportunistic Municipal Bond Fund) | 07/02/2020 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 7.56 | 3.89 | 0.43 | NA | NA | NA | … | … | 2.07 | 2.97 | 1.91 | 9.24 | -12.82 | 2.49 | 5.73 |
| Sharpe Ratio | NA | 1.58 | 0.15 | -0.48 | NA | NA | NA | … | … | 0.52 | 0.01 | -0.45 | 1.20 | -2.65 | 1.32 | 6.05 |
| Standard Deviation(%) | NA | 2.89 | 4.70 | 4.59 | NA | NA | NA | … | … | 3.18 | 5.80 | 3.77 | 4.69 | 5.39 | 1.87 | 1.94 |
| Draw Down(%) | NA | 2.78 | 7.16 | 17.45 | NA | NA | NA | … | … | 2.78 | 6.47 | 2.86 | 6.13 | 16.92 | 2.27 | 1.03 |
| Yield(%) | 0.00 | 4.16 | 3.86 | 3.51 | 2.13 | 1.42 | 1.07 | … | … | 1.49 | 4.05 | 3.73 | 6.61 | 2.85 | 2.46 | 1.78 |
Data as of 06/17/2026, Common starting date is 07/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWHYX (Schwab Opportunistic Municipal Bond Fund) |
-2.99%
Oct 2020 – Oct 2023 |
0.13%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWHYX (Schwab Opportunistic Municipal Bond Fund) |
6.20%
Oct 2022 – Oct 2025 |
1.11%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart