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Balanced - Tax Aware Portfolio by Schwab
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Balanced - Tax Aware Portfolio by Schwab
Buy and Hold
CAGR
6.6%
Max DD
-25.4%
Sharpe
0.31

Allocations

Balanced - Tax Aware Portfolio by Schwab
US Aggregate Bond Index38%
US Large-Cap Blend15%
Cash15%
International Developed Equity13%
US Small-Cap Blend5%
US Real Estate5%
Broad Commodities5%
Emerging Markets Equity4%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1995.

Balanced - Tax Aware Portfolio by Schwab