Compare Portfolios

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

Buy and Hold
CAGR
5.0%
Max DD
-17.8%
Sharpe
0.11

Allocations

Income with Growth Portfolio by Schwab
US Aggregate Bond Index37%
Cash20%
Inflation-Protected Bond10%
US Large-Cap Blend9%
International Developed Equity8%
US Real Estate5%
High Yield Corporate Bond4%
Global Bond Index4%
US Small-Cap Blend2%
Broad Commodities1%

Growth of $10,000

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

Income with Growth Portfolio by Schwab