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Select up to 4 portfolios to compare stats, allocations, and historical growth side-by-side.

Buy and Hold
CAGR
3.9%
Max DD
-11.3%
Sharpe
-0.19

Allocations

Conservative Income Portfolio by Schwab
US Aggregate Bond Index40%
Cash25%
Inflation-Protected Bond18%
High Yield Corporate Bond7%
US Real Estate5%
Global Bond Index5%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1997.

Conservative Income Portfolio by Schwab